Mutual funds
How Can I Check Fund Categories Like Equity, Debt, Hybrid, Liquid, or Gilt on FYERS?
Mutual funds are grouped into categories such as Equity, Debt, Hybrid, Liquid, and Gilt, based on the type of securities they invest in. Checking the category helps you understand the fund’s risk profile and suitability before investing. Steps to ...
Quick Start Guide for Mutual Funds on FYERS
Discover, compare, and invest in mutual funds directly through FYERS. Learn how to explore fund categories, use filters, and place SIP or one-time orders on both FYERS App and Web using the guides below. On FYERS App On FYERS Web Part 1 – Browse & ...
Can I Switch Between Two Different Schemes of the Same AMC on FYERS?
No, FYERS does not support direct switch transactions between mutual fund schemes—even if both belong to the same Asset Management Company (AMC). If you want to move funds from one scheme to another, you’ll need to manually redeem units from the ...
How Can I Pledge My Mutual Fund Investments to Get Collateral Margins in FYERS?
FYERS allows you to pledge approved mutual fund units to receive collateral margin, which can be used for trading in Futures & Options (F&O) and currency derivatives. This allows you to leverage your long-term investments without liquidating them. ...
What Are Direct Mutual Funds, and How Does FYERS Offer Them?
When investing in mutual funds via FYERS, you’ll notice that all offerings are under the Direct Plan variant. Direct mutual funds give investors access to the same schemes as regular plans—but at a lower cost—because there are no distributor ...
How Long Will It Take for Mutual Fund Units To Show Up in My FYERS Account?
Mutual fund units usually take 2 to 3 working days after your payment is realised to show up in your FYERS Demat account. The exact timing depends on when your funds reach ICCL, the AMC/RTA’s processing cycle, and the payment method used. Typical ...
Why Are Some Mutual Funds Restricted to SIP or One-Time Investments Only?
On FYERS, you may notice that certain mutual fund schemes allow investments only through SIP (Systematic Investment Plan) or only through one-time (lumpsum) mode. This is not a technical issue on FYERS—it is usually a restriction set by the Asset ...
Why Am I Seeing the “Not Allowed To Trade in BSE MF” Error on FYERS?
The error message “Not allowed to trade in BSE MF” typically appears when your account isn't currently authorised to place mutual fund orders on FYERS. This restriction is tied to backend configurations or temporary unavailability of the BSE Mutual ...
How Can I Track My Mutual Fund Orders, Portfolio, and Returns on FYERS?
Whether you’re investing through SIPs or one-time (lumpsum) purchases, FYERS offers a complete view of your mutual fund activity—from placing an order to monitoring performance and returns. Everything is accessible through the FYERS App or Web ...
Which Mutual Funds Are Eligible for Pledging in FYERS?
FYERS allows you to pledge select mutual fund schemes to receive collateral margins for trading in the Futures & Options (F&O) segment—without having to sell your investments. These collateral margins can be used for intraday, positional, or hedging ...
How Can I Apply for and Verify Allotment of NFOs in FYERS?
A New Fund Offer (NFO) is the launch phase of a new mutual fund scheme by an Asset Management Company (AMC). FYERS allows investors to apply for NFOs directly through its mutual fund platform when a scheme is open for public subscription. How Does ...
Is There a Dedicated Mobile App for Mutual Fund Investments on FYERS?
No, there is no separate mobile app dedicated to mutual fund investing. Mutual fund services are built directly into the main FYERS App, which allows you to invest in direct mutual fund schemes via SIP or one-time mode. Steps To Access Mutual Funds ...
How Can I Find Details of ELSS Schemes and Download My ELSS Statement on FYERS?
ELSS (Equity Linked Savings Scheme) mutual funds are tax-saving instruments that allow investors to claim deductions of up to ₹1.5 lakh under Section 80C of the Income Tax Act. FYERS offers only Direct ELSS funds, which have lower expense ratios and ...
What Charges and Taxes Apply to Mutual Fund Investments in FYERS?
Mutual fund investing on FYERS is cost-efficient and transparent. While there are no platform fees for purchasing mutual funds, certain regulatory charges and transaction-level costs do apply. Here’s a breakdown of stamp duty, DP charges, and how to ...
How Can I Create, Manage, Modify, or Cancel SIPs on FYERS?
FYERS allows you to create and manage Systematic Investment Plans (SIPs) seamlessly from both the App and Web platforms. You can track instalments, cancel or restart SIPs, and choose from AMC-supported dates and frequencies. Here’s how to perform ...
How Can I Transfer My Existing Mutual Funds From the Fund House to FYERS?
Yes, mutual fund units held directly with fund houses (in statement or physical mode) can be transferred to your FYERS Demat account through an offline dematerialisation process. This allows you to manage and track all holdings in one place under ...
What Are the Order Placement Timings and Settlement Timelines for Mutual Funds on FYERS?
When you invest in mutual funds through FYERS, the time of order placement and fund type both impact when your units are allotted, when the NAV is applied, and how long it takes for redeemed amounts to reflect in your bank account. FYERS follows BSE ...
Can I Transfer My Mutual Fund Holdings From Another Broker or Demat Account to FYERS?
Yes, you can transfer your mutual fund and equity holdings from another NSDL Demat account to your FYERS Demat account. This is done through an off-market transfer, which your existing broker must initiate. To complete the process, you’ll need your ...
Can NRIs Invest in Mutual Funds Through FYERS?
Yes, Non-Resident Indians (NRIs) can invest in mutual funds through FYERS, subject to the eligibility set by individual fund houses. FYERS allows NRI participation in direct mutual fund plans, but each Asset Management Company (AMC) defines its own ...
How Do Growth Plans in Mutual Funds Work On FYERS?
Growth plans are a mutual fund investment option where the earnings generated by the scheme—such as interest, dividends, or capital gains—are reinvested back into the fund instead of being paid out. Over time, this leads to a steady increase in the ...
How Are Dividend Plans, IDCW Payouts, and Reinvestments Handled in FYERS Mutual Fund Investments?
Mutual fund investors can choose how dividend income is treated. Depending on the option selected, dividends may be: Paid out directly to your bank account (Dividend/IDCW payout option) Reinvested into the same scheme to buy additional units ...
What Risks Should I Know When Investing in Mutual Funds via FYERS?
Investing in mutual funds through FYERS gives you access to professionally managed and diversified portfolios, but all mutual funds carry inherent risks. These risks arise from the underlying assets—such as equities, bonds, or money market ...
When Will Mutual Fund Units and Purchase Details Be Available in My FYERS Account?
When you place a mutual fund order on FYERS, your units and purchase details are not reflected immediately. The allocation process depends on factors like scheme type, payment method, cut-off timings, and settlement cycles handled by the AMC and the ...
Can ELSS Funds Be Pledged for F&O Trading on FYERS?
Yes, ELSS (Equity Linked Savings Scheme) mutual funds can be pledged as collateral for F&O trading on FYERS—but only after the 3-year lock-in period ends and if the specific fund is approved in FYERS’ collateral list. Pledging ELSS Mutual Funds on ...
Where Can I See the Expense Ratio of a Mutual Fund Scheme in FYERS?
The expense ratio is the annual fee charged by a mutual fund to manage your investment. It covers costs such as fund management fees, administration, registrar services, and marketing. The ratio is expressed as a percentage of the fund’s daily net ...
How Are Redemption and Repurchase Prices Applied in Mutual Funds on FYERS?
When you redeem mutual fund units on FYERS, the price you receive depends on the fund type and any applicable exit loads. This payout value is known as either the redemption price (in open-ended schemes) or the repurchase price (in closed-ended or ...
Does FYERS Apply Entry Load on Mutual Fund Transactions?
No, FYERS does not apply any entry load on mutual fund transactions. An entry load was a fee historically charged at the time of investing in mutual funds. It reduced the effective amount that got invested in the scheme, with the deducted portion ...
What Does ‘Switch’ Mean in Mutual Funds, and How Can I Use It on FYERS?
In mutual funds, a switch is the process of moving your investment from one scheme to another within the same mutual fund house (AMC). It allows you to realign your portfolio—such as switching from debt to equity—without the need to manually redeem ...
What Happens if a Mutual Fund Scheme or AMC is Suspended or Closed?
If a mutual fund scheme is suspended or closed by its Asset Management Company (AMC), it can affect your ongoing SIPs and existing holdings. These actions are usually taken due to regulatory orders, liquidity issues, fund mergers, or permanent ...
How Do I Check if the Mutual Funds Segment is Enabled in My FYERS Account?
The mutual funds segment is auto-enabled by default for all FYERS clients. However, it's a good practice to verify the segment’s activation status from your profile settings, especially if you're new or facing access issues. Steps to Check Segment ...
How do I Invest in Mutual Funds Through FYERS (SIP or One-Time)?
Mutual fund investments on FYERS can be made either as a one-time (lumpsum) transaction or through a Systematic Investment Plan (SIP). Both options are available on the FYERS App and Web platforms. Steps to Invest in Mutual Funds You can invest in ...