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Upwardly-Mutual Funds

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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.


Mutual Fund App, Sip Calculator, Free – Upwardly

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