You can visit the Upstox Mutual fund platform through this link. You can tailor your searches by using various filtering tools that are available on the website. Below are some filters that can be used for this purpose.
- Fund House: There are various Mutual Fund offering companies such as Aditya Birla Sunlife, Motilal Oswal, Mirae, Axis, UTI, etc. You can choose your preferred fund house from here and proceed with the search.
- Fund Category: You can choose the type of asset class in which you want to put your investments. The available fund categories are Debt, Equity, Commodity, Hybrid, etc. These categories are again divided into many sub-categories. This will help you create a diversified Mutual Fund Portfolio.
- Fund Risk: The Return comes with the Risk. If you choose the highest return funds, that would be equity but also contains the highest risk. So, according to your age and risk appetite, you can filter the stocks from “Low” to “Very high”-Risk.
- Minimum Investment: When you start investing in a Mutual fund, you can start investing from as low as 100Rs in SIP and 1000Rs in lumpsum investments. There is a filter called “Minimum Investment,” which can filter out the stocks as per your selected range.
- Lock-In period: Some funds are there that you can’t redeem(exit) once invested for a certain pre-determined period. Ex- Most of the ELSS funds come in this Category. Holding a mutual fund for a longer time gives better capital appreciation. So a lockin period is beneficial for both investors and the Fund house. You can use Lockin Period as a filter to find funds having 0 to above 3Yrs of lock-in duration.
