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mutual fund houses
mutual fund
houses -
mutual fund categories, and
mutual fund
categories, and -
mutual funds to choose from.
mutual funds to
choose from.
Let our experts do the work for you.
What are mutual funds?
An investment scheme that pools money from investors
invests the funds in stocks, bonds, gold, or a combination of these as determined by a professional fund manager
with an aim to generate superior returns than the benchmark
Ways to Invest in Mutual Funds
Allows you to invest a fixed amount at fixed intervals.
For eg, investing INR 25,000/- every month in an index fund.
It is the easiest and most disciplined way to invest in MFs
Refers to one – time investment of substantial amounts of money in a single transaction
Eg. Investing the bonus received of INR 1,00,000 in a mutual fund
Instead of spreading investments over time, you make a one-time allocation of funds into chosen mutual fund schemes.
Lump sum investments are particularly suitable for investors with a surplus of funds available for investment or those seeking to take advantage of specific market opportunities
Explore the best performing mutual funds schemes across all types of mutual funds
BASED ON ASSET CLASSBenefits of Mutual Funds
Power of compounded returns
Your investments are professionally managed by experienced fund managers
Diversification of risk across securities and asset classes
High liquidity with easy redemption options
Access to a wide range of investment opportunities
Flexibility to choose investment amount and tenure
Maintain high level of transparency and are well regulated
Tax – efficient when held for the long term
Explore our 40+ fund partners offering large, mid and
small cap, to sectoral and thematic funds Explore our 40+ fund partners offering
large, mid and small cap, to sectoral and
thematic funds
Why invest in Mutual Funds through PL?
Experienced financial advisors offering personalized advice
Comprehensive range of mutual funds
Offering mutual funds from leading AMCs
Seamless paperless account opening, investment and tracking
Monthly performance reports and analysis
Comprehensive product suite for complete financial planning
You can invest in mutual funds through our online (web/app), offline (branches) modes, or avail our call and invest facility.
For more details on MF services, write to mfss@plindia.com
How to invest in Mutual Funds with PL
To invest in mutual funds with PL, follow these 3 simple steps:
Open an account
with PL
Fill out the risk profiler-cum-asset allocation questionnaire
Select a fund on DigiMF app that aligns with your financial goal, risk appetite and investment horizon
Get the right advice & right mutual fund with PL
Seamless registration for new users
Explore PL’s top picks & recommendation
Stay updated on new fund offers
Track MF investments
Access portfolio performance reports
Capital gains report, dividend report, & more
Download from
What our investors have to say
Mumbai
"If it was not for PL, I would never have known about mutual funds. PL has helped me and my family achieve multiple goals, including my children’s education, relocations, and buying a new home. Thank you for not only helping me understand the true meaning of making investments, but also driving a relationship which is now nearly 25 years old!"
UK
"Investing in mutual funds with PL has been a smooth experience so far. The dashboard is very useful and the email reports help me keep track of my portfolio."
Mumbai
"Investing in Mutual funds through PL has been exciting and profitable. With personalised choices, PL has helped me grow my portfolio."
A mutual fund is an investment scheme that pools money from many investors. These funds are then invested in stocks, bonds, gold, or any combination of these by a professional fund manager. The aim is to generate superior returns than the benchmark.
Mutual funds are easy to invest in, liquid, low cost and regulated by the SEBI.
There are two ways of investing in mutual funds: via a systematic investment plan (SIP) or investing through a one-time lumpsum method.
SIP approach allows you to invest a fixed amount at fixed intervals. Lumpsum investment approach refers to one – time investment of substantial amounts of money in a single transaction.
The primary difference between the two is that, in a lumpsum you have to invest the whole amount in one go, whereas in an SIP, you can invest in a mutual fund at fixed intervals such as monthly or quarterly SIP.
Mutual funds are the easiest way to get started on your wealth creation journey. It helps you benefit from the power of compounding – by investing regularly – and generate better risk adjusted returns in the long run.
Every mutual fund works around certain investment objectives. The fund manager makes investment decisions and allocates funds between stocks / sectors / asset classes in line with the objective of the fund.
By investing in mutual funds with PL, you get access to in-depth research on top performing funds as well as personalised advisory from qualified experts. Our experts can help you plan your investments as per your goals like travel, college fund, taking a trip or buying a house, and as per your risk appetite. You can invest in mutual funds through our online app, DigiMF, offline (branches) modes, or avail our call and invest facility. For more details on MF services, write to mfss@plindia.com.
First, you need to determine your investment objective, risk appetite and investment tenure. A financial advisor is the right person to help do this for you.
With PL, you have the option to DIY (research and invest on your own) as well as get complete handholding. Our experts understand your risk appetite investment needs, and help you choose the right mutual funds for your portfolio. You also get access to a comprehensive product suite under one roof. We have the expertise to offer tailored solutions to address every financial need and power your wealth creation journey.
