Geojit FundsGenie

Mutual fund investing made simple — Geojit FundsGenie puts expert research, real-time tracking, and portfolio control in your hands. Whether you're starting your first SIP or managing a diversified portfolio, this all-in-one investment app combines Geojit's 38+ years of capital market expertise with intuitive tools designed for clarity and confidence.

Invest across 4,000+ schemes from 40+ leading asset management companies. Start SIPs with as little as ₹100, apply for NFOs directly, and choose between demat or physical holdings. Every investment decision is backed by transparent data and expert recommendations tailored to your risk profile.

Track your entire mutual fund portfolio in real time with precision. View fund-wise XIRR returns, detailed realised and unrealised profit-and-loss figures, and portfolio valuations that update instantly. The SIP Calendar keeps your contributions organised, while the External Fetch feature lets you import holdings from other platforms—creating a unified dashboard across all your mutual fund investments, wherever they're held.

Manage your investments with complete flexibility. Set up and modify SWPs, STPs, and fund switches with ease. Pause or cancel SIPs anytime without friction. The portfolio management tools give you full control to adapt your strategy as your goals evolve.

Discover the right funds through in-depth analysis. Compare performance across timeframes, categories, and risk levels. Benchmark against category averages to identify consistent performers. Dive deeper with asset allocation breakdowns, top holdings, sector exposure, market cap distribution, and a proprietary Risk Meter that evaluates volatility. Morningstar ratings combine with Geojit's curated research to guide your choices.

Portfolio X-Ray provides intelligent insights into your complete holdings. The Style Box reveals your exposure across market caps and investment styles. Asset Mix analysis shows your equity, debt, and hybrid balance. Sector Spread identifies concentrations. Holding Overlap flags duplication across funds. Risk Match ensures your portfolio aligns with your objectives.

Plan your wealth growth with smart calculators. Estimate long-term SIP returns and visualise goal-based projections to see your money work over time.

Personalised support sets this app apart. Suggestions adapt to your risk profile, and a dedicated Relationship Manager provides guidance. Round-the-clock customer support, transparent pricing with no hidden charges, and the trust of lakhs of Indian investors complete the experience.

Geojit FundsGenie transforms mutual fund investing from complex to confident. Download today and start building wealth with clarity and control.