Mutual Fund App, Sip Calculator, Free – Upwardly

Investing in mutual funds is now very easy. Invest online in the best mutual funds using Upwardly app. An investment app for all mutual funds (Equity/Debt/Balanced/Liquid/Tax Saving (ELSS) mutual funds). Best part is every investor gets their own personal wealth advisor. Get India’s most advanced SIP returns calculator and calculate returns on SIP Investments in Mutual Funds Online

SBI SIP Calculator

HDFC SIP Calculator

DSP SIP Calculator

ICICI SIP Calculator

Franklin SIP Calculator

Reliance SIP Calculator

AXIS SIP Calculator

Kotak SIP Calculator

Mutual Fund Investing was never so easy

Register and get your KYC done for Free on Upwardly app

Start investing, SIP or lumpsum in mutual funds in 2 mins

Get access to the Expert Advisory with no additional cost to plan for your financial goals

Invest online in mutual funds with expert guidance

- If you are new to investing, you can learn how to invest in mutual funds on Upwardly and also start SIP with just Rs.100

- We monitor your mutual fund investment & recommend periodic rebalancing to maximise your returns

- A convenient app to track/switch/redeem/top up your mutual fund investments

Free Tools & Calculators

Free access to all calculators to make smart and informed investment decisions

SIP Calculator

ELSS Calculator

Retirement Calculator

PPF Calculator

Mutual Fund Calculator

FD Calculator

Compound Interest Calculator

NPS Calculator

EMI Calculator

Mutual fund investment tracking and information

- A Comprehensive Dashboard to track all your investments on the go

- Track your mutual fund portfolio value, SIP investment summary, transaction status and history

- Realtime NAV, top holdings and sectors, Fund House details, Fund Manager details, all mutual fund info

How to invest in mutual funds on Upwardly App?

- Get your KYC done for free on Upwardly if it’s not done already

- Complete your Investment Profile

- Start SIP or one-time (lumpsum) investment in the expert recommended plans

Upwardly Goal Based Mutual Fund Investing

This helps you avoid under-saving & get more from your savings by planning ahead for your goals like buying your first home, annual vacation with kids or a fancy car

Invest in Best Mutual Fund SIP plans

-Tax Saving ELSS Mutual Fund plan for 80C investments

-For high returns in long-term

The Upwardly Equity Mutual Fund Plan, Small and Midcap Mutual Fund Plan, International Mutual Fund Plan, Large Cap Mutual Fund Plan, Multi Cap Mutual Fund Plan

-For right balance of higher returns from equity and stable returns from debt

Balanced Mutual Fund Plan and Monthly Income Plan

-For less risk & better returns than Savings Account/FD/RD

Short Term, Medium Term, Long Term, UltraShort Term Mutual Fund Plan

Safe and secure investment app

Upwardly has a secure transactions framework & follows world standards on data and transaction protection and privacy.

. All investments can come in only from the investors own bank account and on redemption will only be credited to their Bank account. We have integrated with the BSE Mutual Fund platform & all investments are routed through their payment gateway to Mutual Fund Houses

All 43 mutual fund companies (AMCs) are supported on Upwardly Mutual Fund app

SBI Mutual Fund

Reliance Mutual Fund

ICICI Prudential Mutual Fund

HDFC Mutual Fund

Aditya Birla Sun Life Mutual Fund

Franklin Templeton Mutual Fund

DSP Blackrock Mutual Fund

Kotak Mutual Fund

Mirae Asset Mutual Fund

Axis Mutual Fund

L&T Mutual Fund

IDFC Mutual Fund

UTI Mutual Fund

Tata Mutual Fund

IDFC Mutual Fund

IDBI Mutual Fund

HSBC Mutual Fund & more

Set up Paperless SIP or Lumpsum Mutual Fund investment

Set up mandate by adding BSE as a biller on your bank’s website for SIP investments. Lumpsum investments are done via Net Banking

You can track your investments from mutual fund apps like Fisdom, ETMoney, Scripbox, Fundsindia, Groww, WealthTrust, Piggy, Paytm Money, Zerodha Coin, Investica, Angel Bee, Fund Easy, Asset Plus, Mycams and MF Utility.