10 Best Mutual Fund Mobile Apps for Investment & Portfolio Tracking (2024)

10 Best Mutual Fund Mobile Apps for Investment & Portfolio Tracking (1)

Mutual Fund Mobile Apps – Mutual Fund is one of the best investment options for the long-term. You can invest in a mutual fund directly or via distributor/agent. In order to improve services and investor experience, most of the mutual fund houses have launched online portal and mobile apps.

You can use Mutual Fund Mobile Apps for investing in the mutual funds on the go. You can even track your mutual fund portfolio using these apps. There are multiple mutual fund mobile apps available in the market. In this post, I will share detail about 10 Best Mutual Fund Mobile Apps. These apps will help you to invest and track your mutual fund portfolio on move.

Also Read –Top 20 Best Mutual Funds SIP to invest in India for 2019

10 Best Mutual Fund Mobile Apps

Here is the list of Best Mutual Fund Mobile Apps along with key features. Make sure to compare all features before selecting the best mutual fund mobile app.

#1 myCAMS Mutual Fund App

The first mutual fund mobile app in the list is myCAMS. Key Features of myCAMS Mutual Fund app is given below.

  • You can invest and track multiple mutual funds using myCAMS app.
  • This app is easy to use and operated from MPIN.
  • You can invest in mutual funds via SIP, lump sum and NFO.
  • You can set my watch list to monitor your investments.
  • App provides schedule transaction option for setting up future transactions.
  • You can view PAN level portfolio.
  • KYC update and Aadhaar based eKYC on the move.
  • You can redeem or switch funds using this app.
  • Two-factor authentication for enhanced security.

The only drawback of this app is it does not support some leading mutual funds AMC like Franklin India, Reliance Mutual Fund etc. You can download this app from Google Play.

#2 Coin by Zerodha

Coin by Zerodha is next in the list of best mutual fund apps. It is commission free direct mutual fund investment platform. All investment done via Coin Zerodha is completely free. Key Features of Coin by Zerodha are given below.

  • You can have a single unified portfolio view for all direct mutual funds, ETF, stocks and bonds.
  • Coin provides detail about Annualized (XIRR) and absolute returns.
  • It supports UPI payment for SIP.
  • Coin offers Single capital gain statement, P&L visualizations.
  • You can create, pause, and modify your SIPs anytime with click of a button.
  • It provides a clean and simple user interface.

Coin is free investment platform and offer facility to invest in direct mutual fund. You should try Coin for Mutual Fund Investment. You can directly download Coin from App store.

#3 Groww

Groww is one of the best mutual fund mobile apps. You can invest in direct mutual funds with zero commission using Groww. Key features of Groww are given below.

  • Dashboard for tracking all your investments.
  • Calculate returns through mutual fund SIP calculator.
  • Mutual fund recommendation by experts.
  • Facility of switching to direct mutual funds for free.
  • Buy and sell mutual funds with few clicks of a button.
  • One time KYC facility within the app.

Groww app is becoming popular for the mutual fund investment and tracking. You can download Groww App from App Store.

Also Read –How to invest in Mutual Funds via Paytm Money?

#4 Paytm Money

Paytm Money is the latest app for mutual fund investment. Paytm App eliminates a need for physical paperwork. Key Features of Paytm Money are given below.

  • You can open your investment account online with full digital KYC within 30 minutes.
  • Track and manage your portfolio with real-time updates.
  • Watch list facility and bookmark facility for the mutual funds.
  • Returns calculator for amount and time horizon.
  • Anytime statement for free.
  • Zero commission and Zero transaction charges.
  • You can import your existing mutual fund investments.

Paytm Money app is getting popular due to the facility of investing via UPI. You can download this app from App Store.

#5 Scripbox

Scripbox is easy to use a mutual fund investment mobile app. Scripbox app is complete financial planning tool. Key features of Scripbox are given below.

  • You can invest in the mutual funds via Scripbox.
  • You can track your investments using this app.
  • There are multiple calculators available in this app.
  • You can get complete wealth check-up using this app.

You can download Scripbox from the App Store.

#6 KTrack

Another best mutual fund app is KTrack by Karvy. Key Features of KTrack Mutual Fund App are given below.

  • KTrack allows you to generate reports automatically on screen.
  • You can get account information, portfolio, and common account statement and last five transaction details.
  • You can get a graphical view of portfolio composition.
  • You can purchase, redeem, switch and set SIP as per your requirement.
  • You can also avail other services like miss call service, Easy SMS service.

Overall KTrack is very good mutual fund app for both investor and distributor.

#7 SBI InvesTap

SBI InvesTap is an app for investing and tracking SBI based mutual funds. Key features of SBI InvesTap are given below.

  • Quick and secure login using MPIN or OTP.
  • Invest and set SIP in all SBI MF on the go.
  • Multiple Investment options including net banking, debit card, UPI account and onetime mandate.
  • SIP Calculator for estimating future returns on specific schemes.
  • Access to NAV and graph up to last five years.
  • You can get real-time alerts and notifications for tracking NAV.
  • You can get an option for scheduling your transaction.

Overall it is a good App for making investments in SBI based mutual funds.

#8 FundsIndia

FundsIndia is one of the best mutual fund app. FundsIndia mobile app allows you to invest in mutual funds and equities. The key features of FundsIndia Mobile App are given below.

  • Sign up for SIP and Invest instantly using Aadhaar Number.
  • Option to get investment recommendations for goals from robo advisor – Money Mitra.
  • Get access to all the investment portfolios in your FundsIndia account.
  • You can read the latest investment news and recommendations from FundsIndia’s experts.
  • You can monitor and track your fund performance.

FundsIndia app allows you to invest in almost all mutual funds. It is one of the best apps for the investor with FundsIndia account.

#9 ETMoney

ETMoney is complete financial planning app. Apart from mutual funds you can use this app for expense tracking, money management, instant personal loan etc. Key Features of this app are given below.

  • Track & Manage your expenses, existing SIPs & mutual funds portfolio.
  • Invest in Direct Mutual Funds via Lumpsum & SIPs at 0% commission.
  • Automate Tax Saving by investing in ELSS.
  • Borrow money via Instant personal loans.
  • Expense tracking & Monitoring

It is three in one app for investment, loans and expense management. You should use ETMoney for investment and spend management.

#10 fisdom

fisdom is one of the best mutual funds mobile app. Key features of fisdom app are given below.

  • Invest in mutual funds directly on the move.
  • Track and monitor returns of your investment in real time.
  • Withdraw your investment anytime using fisdom.
  • You can also use this app for KYC.

Over to you –

I am sure that, these mutual funds mobile apps will help you to invest and track mutual fund portfolio from a single location. You need not log in at multiple platforms for investing and tracking mutual fund investments.

Select the Best Mutual Fund Mobile App, download it from Google Play or InTunes and start investing and tracking your portfolio.

Few additional mutual funds apps that you can evaluate are WealthTrust, Piggy, Investica, Angel Bee, Fund Easy and Asset Plus.

10 Best Mutual Fund Mobile Apps for Investment & Portfolio Tracking (2024)

FAQs

Which app is best for mutual fund tracking? ›

To Wrap It Up…
AppDownloadsRating
Coin by Zerodha10M+4.1/5
Groww1M+4.3/5
ET Money10M+4.5/5
PayTM Money10M+3.8/5
4 more rows
Mar 26, 2024

How do I track my mutual fund portfolio? ›

Ways to Monitor Your Portfolio
  1. Online Portfolio Trackers. An online portfolio tracker serves as a valuable tool for monitoring the performance of your mutual fund investments. ...
  2. Website of AMC. This is another way to keep a tab on your mutual fund portfolio. ...
  3. Consolidated Account Statement (CAS) ...
  4. Mutual Fund Factsheet.
Dec 21, 2023

Is there an app that tracks your stock portfolio? ›

Yahoo! Finance

The Yahoo Finance app has a simple-to-use design, so you can easily track your stocks, commodities, bonds, and currencies. You can create and track the performance of your personal portfolio and sync multiple portfolios across all your devices.

Which platform is best for mutual fund investment? ›

  1. 10 Best Apps for Mutual Fund Investments.
  2. Paytm Money: Stocks, MF, IPO. Are you looking for a versatile and user-friendly platform that deals with both regular and direct mutual funds? ...
  3. 5Paisa. ...
  4. Kuvera. ...
  5. KFinKart Investor Mutual Funds. ...
  6. ET Money Mutual Fund App. ...
  7. Fisdom: Stocks, IPOs & MFs. ...
  8. Groww Stocks, Mutual Fund, UPI.
Nov 8, 2023

Which is the safest app for mutual fund? ›

Best App for Mutual Fund
  • Groww (SIP calculator)
  • ETMONEY Mutual Fund App (goal-based investing)
  • myCAMS Mutual Fund App (portfolio tracker)
  • KFinKart – Investor Mutual Funds (family account)
  • Zerodha Coin (direct mutual funds)
  • PayTM Money Mutual Funds App (instant redemption)
  • Moneycontrol App (live market updates)

How can I track all mutual funds in one app? ›

How to track Mutual Fund for Free? Sync all your external Mutual Funds easily with a simple tap. INDmoney will track all your Mutual Funds irrespective of the app you've bought them from and show the invested and the current value of your investments along with the expenses and taxes on your gains.

What is the best free portfolio tracker? ›

My top 5 recommendations are:
  • Empower: Best portfolio tracker overall.
  • Seeking Alpha: Best for investment research.
  • Stock Analysis: Best simple, uncluttered interface.
  • Kubera: Best for crypto, NFTs, and DeFi.
  • Sharesight: Best for international investors.
Jan 11, 2024

How to track all your stocks and mutual funds in one place? ›

Step 1: Visit the website of INDmoney or download the app on your phone. Step 2: Register your account and finish your KYC in a few minutes. Step 3: Enter all information about your investments in Indian and US stocks, Mutual Funds, FDs, EPF, NPS, PPF, and Bonds.

Can you track a mutual fund? ›

With Sharesight's portfolio tracking tool, you can see all your mutual funds in one place. We allow you to automatically track trades from 200+ global brokers, making it easy to stay up to date on the performance of your funds (plus the rest of your investments), even across multiple brokers.

How do I keep track of all my investments? ›

On Kuvera, you can track stocks, mutual funds, EPF and fixed deposits. Kuvera also lets you trade stocks directly through its app. You can connect multiple brokerage accounts. You can set a 'Goal' and track investments as a part of each Goal.

Does Vanguard have a portfolio tracker? ›

All In One Vanguard Portfolio Tracker

Import your portfolio directly from Vanguard and accurately asses your investment performance while gaining insights of each trades with minimal efforts.

Does Fidelity have a portfolio tracker? ›

A service for Fidelity customers, Fidelity portfolio analysis provides expanded information about your portfolio (or a portion of your portfolio) by: Giving both graphical and holdings views of your account assets. Showing your asset allocation, foreign and domestic stock exposure, and industry weightings.

What is the most popular mutual fund? ›

Most Popular
  • #1. BNY Mellon Corporate Bond Fund BYMMX.
  • #2. Miller Intermediate Bond Fund MIFIX.
  • #3. Calvert Income Fund CFICX.

Which app is best for long term investment? ›

Comparison of the Best Investment Apps for Beginners in India
Investment AppKey FeaturesUser Ratings
UpstoxUser-friendly interface, advanced charting tools4.5/5
ZerodhaRobust trading platforms, in-depth market analysis4.7/5
Angel BrokingResearch tools, advisory services, investment reports4.3/5
6 more rows
Jan 24, 2024

Which type of mutual fund is best? ›

The best mutual fund type depends on your financial goals and risk tolerance. Equity funds offer high returns but come with higher risk, while debt funds provide stability. Hybrid funds combine both.

How do you track mutual fund performance? ›

Analyzing Mutual Fund Performance
  1. Analyse Fund Performance vs Benchmark Performance.
  2. Check the Expense Ratio of Funds.
  3. Study Fund History.
  4. Check the Strength of the Portfolio.
  5. Check Portfolio Turnover Ratio (PTR)
  6. Compare The Maturity Period of Funds.
  7. Compare Risk-Adjusted Returns.
Sep 6, 2023

Can you track mutual funds on Excel? ›

Open Excel and navigate to the "Data" tab. Click on "Get Data" or "From Web" (depending on your Excel version) In the dialog box, enter the URL of the website or API endpoint that provides mutual fund data.

Top Articles
Latest Posts
Article information

Author: Greg O'Connell

Last Updated:

Views: 5702

Rating: 4.1 / 5 (62 voted)

Reviews: 85% of readers found this page helpful

Author information

Name: Greg O'Connell

Birthday: 1992-01-10

Address: Suite 517 2436 Jefferey Pass, Shanitaside, UT 27519

Phone: +2614651609714

Job: Education Developer

Hobby: Cooking, Gambling, Pottery, Shooting, Baseball, Singing, Snowboarding

Introduction: My name is Greg O'Connell, I am a delightful, colorful, talented, kind, lively, modern, tender person who loves writing and wants to share my knowledge and understanding with you.