We opened Mutual Funds on Dhan for early access in December 2023 and have received an overwhelming response from our users since. We granted access to 1,50,000+ adopters who then went ahead and started their Mutual Fund investing journey with us. Some of the most loved features have been:
Easy discovery of funds by rating, returns & category
The ability to directly invest in outperforming stock holdings of any mutual fund
Topping up of existing portfolio within a single click
Built in ELSS tracker for tax saving
Identifying those investments that are beating market indices using Alpha View and so much more
After experiencing immense love and engagement from our users, we’re thrilled to announce its official launch for all users. With improved features and enhanced capabilities, Mutual Funds is now LIVE for all Dhan users.
Here’s how you can benefit from this:
All-in-One Convenience: With Mutual Funds now live on Dhan, you can fulfil all your trading & investing needs at one place without navigating across different platforms.
No Separate Account Opening: There is no account set up required for investing in mutual funds. Simply add a nominee and select the bank that you would like to use for mutual funds & instantly start investing in minutes.
Seamless Integration with Stocks: Enjoy the flexibility of seamlessly switching between your mutual funds and stocks on the Dhan platform and track all your investments effortlessly from within your Dhan portfolio
Top Notch Product Experience: Get access to many industry first features across your stocks and mutual funds.
Zero Cost Investing: Be it stocks or mutual funds, investing on Dhan is absolutely free of cost. We do not charge any brokerage on delivery trades and we provide Direct Mutual Funds at zero commission.
In addition to the above, at Dhan, we prioritise user feedback and suggestions. The majority of our features, both for stocks and mutual funds, are developed based on the input we receive from our users. In fact, we’ve already begun implementing many of the frequently requested features from our Mutual Fund users, with ongoing product updates planned accordingly. We encourage you to explore the platform, experience these enhancements firsthand, and share your thoughts with us. Your feedback is invaluable as we continue to enhance and refine the Dhan experience for all our users.
Request to please see the app ‘Dezerv Wealth Monitor’ before pushing in Mf tracker on dhan app.
The wealth monitor app has given functionality to add various pan & mob number combinations of self & family members to track all the mf investments at one place. We can use same mobile number or different mobile number with various pan numbers.
It also has “ALL MEMBERS” option for consolidate view of all the holdings of all the members added.
It shows XIRR as well individually portfolio wise , fund wise & even ALL Members - Portfolio Wise, fund wise.
You will be able to see the mutual fund status in “All Orders.” MFs generally take time for allotment by AMC post which they will start reflecting in your portfolio.
Pledging is on our list of things to do. We have been adding investing features slow and steady now, there are many more coming and hopefully we should be able to add this as well.
