Now Live: Investing in Direct Mutual Funds on Dhan. Open for Early Access 🚀

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Can we have filter for best and worst performing funds too.

Much needed to have a look at any sector is in worst performing phase due to some bad news to take decisions and invest.

Currently only see top returns bit not guaranteed it would continue to do so, so. :blush:

Thank you for providing early access to mutual funds.
But I couldn’t make the investments as the bank account and mandate linking is not happening and I am not able to link bank account myself.
Please check the screen shot below. Please let me know on how to link my bank account to mutual fund.


Dear team,
Thank you for the mutual fund feature.
In a quick glance I find the following list of enhancement will be very helpful.

  1. Joint account (either or Survivor) mode of holding
  2. Goal based investing(or tagging). User proposes a goal along with target. Dhan helps in allocation and tracking
  3. Auto rebalancing for goal (Glide approach)
  4. Tax harvesting (by auto selling and buying back) to utilise 1L capital gain saving.

Hi @P.R.Dinesh

Thank you so much for sharing the suggestion we have noted it, Also we checked your bank is successfully added for mutual funds.

Hi @Daya.tokale,

You have access to mutual funds. As we can see, you have placed orders in mutual fund as well. Please confirm if your query is resolved.

Thanks,
Trisha

Hi @pavz,

Thank you for your feedback. As most users look for best performing funds, the same has been incorporated on the app. You could use filters to list funds with minimum return on top within Top Rated Funds or Sectoral funds category.

Hope this helps.

Thank you,
Trisha

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Thank you @Daya.tokale. Yes, more to come… at this moment we are getting experience right for early investors.

I received access for MFs on Dhan, thanks for all the hard work. Great work on the same. Any plans to add MF imports on dhan too based on PAN (via MFCentral like Smallcase does it), given now that MFs are live on Dhan? Would be amazing to have access to all stocks and MFs across brokers in central place with Dhan, along with charts and insights for the portfolio - will drive so much more adoption for Dhan as well I’d expect (many tools can do mf imports for portfolio tracking, but unfortunately none can do stock imports via AA like Dhan does - so having both in a single place would give so much more utility for Dhan!!). @PravinJ

One sort of weird thing i didn’t understand in Dhan particularly with MFs, why does it allow to link only a single bank account? For stocks i think it allows 5 accounts, shouldn’t all the accounts be allowed for MF investing too by default - only the primary account is allowed looks like currently. It’s not even allowing my to manually add more banks. Groww allows investing in MFs via multiple bank options too iirc. Will this behaviour be fixed? Not sure if this is intentional from Dhan.

@Trisha Are there any plans to open up MF for non-individual accounts (Partnership Firm)?

Hi @oindrilaray,

This is under discussion at the present, we will let you know once we conclude.

Thanks,
Trisha

Mam Dhan is missing many useful and important option in mutual fund like allowing customer to modify SIP by skip or pause option or by changing the date and Step Up SIP option, These are all basic and important option which need to be there. I had started 2 mutual funds in my dhan account, but has to delete them later because they cant be modified.Kindly include these option as soon as possible. Customers like will definitely look into these options because they don’t know when they will be in need of money and they may have to pause the sip or modify the dates according the money in there bank account. Mam I have SIP going on in groww and i really want to transfer those SIP to Dhan but I cant do this right now because Dhan doesn’t provide me with the flexibility of modifying my SIP according to my needs.Kindly include these features as soon as possible

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Hi @Manu_23,

Thanks for your feedback. We hear you! We’re actively working to add more flexibility to our mutual fund options, including the ability to modify SIPs and introduce features like skip, pause, change dates, and Step-Up SIP. We understand the importance of these features for our users.

Apologies for any inconvenience caused. Your patience is appreciated as we work on these updates. We value your trust in Dhan, and we’re committed to making your experience even better.

If you have more suggestions or concerns, feel free to let us know.

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Will tax harvesting for MFs be added natively to Dhan (similar to what Kuvera supports)? @Kiran

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Hi @dhanuser1,

Thanks for asking about tax harvesting for MFs on Dhan. Right now, it’s not built into Dhan like Kuvera. But, we’re always looking to make Dhan better, and your suggestion is really helpful.

If you have more questions or need help, just let us know!

Hi @PravinJ @RahulDeshpande

1- Add CRITICAL RAITO like FUNDS BETA, PTR , SHARP RATIO, STANDARD DEVIATION

2- Filter EXPENSE RATIO wise.

3- BASKET for MF , so that we can in multiple MF in one go.

4- Give option to store MF units in CDSL, helps in pledging.

5- In Outperforming MF section you guys give INDICES to compare its return with MFs , In those INDICES section kindly add MIDCAP & SMALLCAP indices too,helps compare MID & SMALLCAP with MFs

Happy New Year :confetti_ball::confetti_ball:
Thankyou…

Hi @iajay & @GalaticX,

We’re currently working on integrating critical ratios, like Funds Beta, PTR, Sharp Ratio, and Standard Deviation. Additionally, we’re actively exploring enhancements such as expense ratio filtering, a convenient basket feature for multiple fund investments, and the option to store MF units in CDSL.

Thanks for your suggestions.

2 Likes

Dear All,

After granting access to 1,00,000+ early adopters and receiving an overwhelming response, Mutual Funds is now LIVE for all our users with enhanced features.

Here’s why you should invest in Mutual Funds on Dhan:

  • You can discover funds by rating, returns, category & more
  • Directly invest in outperforming stock holdings of any mutual fund
  • Create your MF cart and invest in multiple mutual funds in one go
  • Monitor your ELSS investments for tax saving
  • Stay Updated on your market beating Investments

Download the app now to start investing!

3 Likes

2 of the biggest and most basic features missing for me before I can make the switch to Dhan for my MFs:

  • Import of existing SIPs from other platforms like Groww
  • Using Dhan MFs feature on web. This is more convenient for researching stuff than on mobile.

There are numerous other missing features as well, but above two are like the most essential imo before anyone can even switch to Dhan for MFs.

@dhanuser1 ,

Yep, it’s definitely on our to-do list! We’ve been gradually introducing new investing features, and there’s a bunch more in the works. Fingers crossed, we’ll get around to adding this one too.

1 Like