Sharekhan Mutual Fund Investment 2024

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Open a Sharekhan account and invest in mutual funds. You can do a SIP or invest lumpsum money in your choice of mutual fund scheme. Also, if you are a beginner and not sure about the right fund selection, the Sharekhan MF research team provides you with the best mutual fund recommendations or Top Fund Picks.

Want to invest in mutual funds but don’t know how? Here is a complete guide on mutual fund investment with Sharekhan, what is the brokerage fee, how to start SIP or make a lumpsum investment, how to select the right fund, mutual fund investment platform, and more.

Sharekhan has tie-ups with 45+ fund houses and offers all categories of mutual funds including equity, debt, hybrid, funds of funds (FOFs), and more.

Is Sharekhan good for mutual funds?

Let’s check out the reasons on why to invest in mutual funds with Sharekhan.

• Mutual fund schemes from 45 AMCs are available on the Sharekhan platform.
• All categories of schemes including equity, debt, liquid, Gilt, hybrid, and FOFs are offered.
• Invest in NFOs (New Fund Offers).
• Paperless investment and redemption process
• Zero brokerage charges or fee
• Invest systematically via one-click SIP
• Make a one-time lumpsum investment
• Invest in ELSS tax-saving schemes and save tax upto Rs 46,800 a year.
• Q square Sharekhan mutual fund research helps you select the right fund.
• Discover Top Equity Picks, Funds we Like, SIPs we Like,
• Use mutual fund calculators; SIP calculator, lumpsum calculator, ELSS calculator, compare mutual funds, etc.

Opening a demat account in Sharekhan is free also, there is no maintenance fee for 1st year.

Sharekhan Mutual Fund brokerage

Does Sharekhan charges for mutual funds? The answer is No.

Sharekhan charges Rs 0 brokerage or no transaction fee on mutual fund investment. If you have an account in Sharekhan, you can invest in mutual funds for free.

As the broker only offers regular plans, it collects commission from respective AMCs.

How to Invest in Mutual Funds in Sharekhan

There are two methods of mutual fund investment - SIP (Systematic Investment Plan) and Lumpsum investment. In SIP, a fixed amount is invested periodically say monthly, quarterly, etc. The best part is you can start SIP with just Rs 500 per month.

You can do a SIP or invest lumpsum money in your choice of scheme using Sharekhan app or website.

Steps to start SIP in Sharekhan mutual funds;

• Log in to the Sharekhan app.
• Tap on 3 lines in the top left corner, and go to mutual funds.
• Search the scheme of your choice.
• Check all the scheme details including minimum SIP investment, returns, top 10 holdings, etc.
• Click on “SIP” option.
• Enter SIP amount, date, and tenure.
• Tap on the Place order option.
• Select the preferred payment option between UPI and net banking.
• Enter the required details and pay the first SIP installment.
• Register bank mandate to auto-debit your SIP installment.

Note: For a one-time investment, select lumpsum as an investment option, enter an amount, and make payment. Upon successful payment, lumpsum investment is done.

Sharekhan Mutual Fund App features

• Plenty of schemes from 45 fund houses
• Easy navigation using sort and filter option by NAV, ratings, min SIP and lumpsum amount, etc.
• Invest via SIP or lumpsum
• Create, stop & change your SIPs anytime you want.
• One-click SIP feature allows you to start multiple SIPs at one go
• Hassle-free and paperless mutual fund investment
• Get complete fund details like returns or performance, Top 10 holdings, Top 10 sectors, etc.
• Check morning star ratings for every mutual fund scheme.
• Redeem mutual fund investments based on NAV just like stocks.
• Add mutual fund scheme to market watch.
• Discover SIPs we like and Funds we like to invest in expert-handpicked schemes

• For all the orders placed before the cut-off time, units will be allotted at same day’s NAV.
• Mutual fund transactions placed after the cut-off timing will be processed at next day’s NAV.
• For liquid and overnight funds, if you place MF purchase transaction before the cut-off time, you will get previous day’s NAV.
• If the payment is not received before 9 AM on T+1 day, the order will be canceled.

Sharekhan Mutual Fund Research

Sharekhan's in-house MF research team conducts a comprehensive Q Square analysis to shortlist the top schemes across all categories. The research team analyzes every mutual fund scheme on both the qualitative (investment process, strategy, etc.) and quantitative factors (risk, returns, etc.) to provide the best mutual fund investment recommendations.

The recommendations are constantly reviewed and tracked on a monthly basis. Sharekhan app provides you with the Top Equity Picks across large cap, large & mid cap, mid cap, small cap, focused, multi cap, ELSS, value & Contra, and thematic funds as well.

Sharekhan Mutual Fund calculator

Sharekhan mutual fund calculators are the tools to calculate your SIP value, the required investment to achieve your financial goals, the impact of inflation on mutual fund investment returns, and more.

Use different types of mutual fund calculators offered by Sharekhan such as;

• SIP Calculator
• Lumpsum Calculator
• Financial Goal Calculator
• Compare Mutual Funds
• ELSS Calculator

Sharekhan Mutual Fund Cons

• Direct plans are not offered. You can only invest in regular mutual fund schemes with Sharekhan.