What is lumpsum and can I make a lumpsum investment using FYERS Direct?
Lumpsum investing is a simple and direct way to invest in Mutual Funds by deploying the entire investment amount at once. If you're looking to make a one-time Mutual Fund purchase through FYERS, this is the option for you.
What is a Lumpsum investment?
In a lumpsum investment, you invest the entire amount in one go rather than spreading it across multiple intervals like in SIP (Systematic Investment Plan). This is ideal when you have a surplus amount ready and wish to invest it immediately based on market outlook or long-term goals.
Can I invest in Lumpsum using FYERS Direct?
Yes, FYERS Direct allows you to make lumpsum investments in direct mutual fund schemes without any commission. You can choose from a wide range of fund categories across AMCs (Asset Management Companies).
How to invest in Lumpsum via FYERS Direct
You can follow this step-by-step guide for a smooth investment process: How to invest in Lumpsum to buy Mutual Funds
What If...
| Scenario | Explanation |
|---|
| I don’t see the fund I want to invest in | Make sure it’s a direct plan and is available under FYERS Direct offerings. |
| I want to invest from a different bank account | Only registered and approved bank accounts can be used for mutual fund purchases. |
| I mistakenly chose SIP instead of Lumpsum | You can cancel the SIP and place a fresh order as a lumpsum investment. |
Lumpsum investments are best made after assessing your financial goals and risk appetite. Always review the fund’s fact sheet and past performance before investing.
Last updated: 28 Jun 2025
Related Articles
How to transfer shares using CDSL Easiest via FYERS?
If you wish to transfer shares from your FYERS Demat account to another Demat account, you can conveniently do it using the CDSL Easiest portal. This feature enables off-market share transfers online with your CDSL credentials and doesn’t require ...
What Are the Minimum and Maximum Investment Limits in OFS?
When participating in an Offer for Sale (OFS) through FYERS, retail investors must follow exchange-specified rules for the minimum and maximum bid amounts. Minimum Investment You can bid for as little as one share in an OFS. The exact minimum depends ...
How to register for CDSL Easiest services with FYERS?
Registering for CDSL’s Easiest facility through FYERS allows you to manage demat transactions like share transfers and buybacks online. Here's how to register: Step-by-step registration process Navigate to the CDSL website. Input your BO ID & DP ID. ...
How does FYERS ensure low latency for its customers?
At FYERS, we are committed to providing a seamless and responsive trading experience. Minimising latency is central to that goal. We use advanced infrastructure, optimised systems, and real-time performance enhancements to ensure fast, reliable order ...
How to transfer shares to your FYERS Demat Account?
If you're moving from another broker or want to consolidate your holdings under FYERS, you can transfer your shares easily either online using CDSL EASIEST or offline using a physical form. Here's how to proceed with both options. Offline Share ...