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Invest in Mutual Funds and Discover the Latest NFOs

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Mutualfunds and NFO

Why Invest in Mutual Funds on the Shree Bahubali App?

100% Paperless Experience

100% Paperless Experience

Invest online with zero paperwork, no delays, and error-free processing.

Instant Transactions

Instant Transactions

Place investments instantly—skip the wait and start building wealth right away.

Complete Back Office at Your Fingertips

Complete Back Office at Your Fingertips

View capital gains (realized & unrealized), tax details, holding & transaction statements—all in one place.

CAS Import Made Easy

CAS Import Made Easy

Track mutual funds held anywhere—just import your CAS and manage all your investments in seconds.

Unified Family Dashboard

Unified Family Dashboard

Manage all mutual fund portfolios of your family under one login for a holistic financial view.

Smart Financial Tools

Smart Financial Tools

Use calculators and planning tools to make well-informed investment decisions.

Advanced Fund Analytics

Advanced Fund Analytics

Access detailed fund fact sheets, manager performance, and historical data for better decision-making.

100% Transparency

100% Transparency

Real-time data, user-friendly interface, and full control over your investments.

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Invest Smart. Invest Fast. Invest with Shree Bahubali.
Sip by Sip, Secure Your Financial Future
Start SIP Today

Explore all fund categories

Top Performing
Equity
Debt
Hybrid
Commodities
Other
Top 5 Performing Funds

A top-performing mutual fund is an investment scheme that has consistently delivered superior returns over a specific period compared to its benchmark index and category peers.

Start Your SIPs with Just ₹100
Start Your SIPs with Just ₹100

You don't need a large sum to begin investing. Start your SIPs with just 100 and build disciplined, long-term wealth

Get Started
Invest in the Latest NFO Today
Invest in the Latest NFO Today

The latest New Fund Offer is now live. Stay informed and explore new investment opportunities as they open

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Steps to Invest in Lump Sum Mutual Funds?

Investing a lump sum in mutual funds is quick and simple. Just follow these steps:

step 1
Log in to Your Trading Account
  • Access your account and go to the 'Mutual Fund' section from the main dashboard (Contact Support if it doesn't open)
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step 2
Initiate a New Investment
  • Select “Menu” option and click on “New Investment”
  • Ensure your KYC status is verified—this is mandatory for mutual fund transactions
2
step 3
Enter Investment Details & Transact
  • Mode: Select 'Purchase'
  • Fund & Scheme: Choose your preferred mutual fund and scheme
  • Holding Type: Select 'Demat' to have units reflected in your demat account
  • Investment Amount: Enter the lump sum amount you wish to invest
  • Click on ‘Transact Now’
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step 4
Confirm & Proceed to Payment
  • Once the order is placed, click ‘Pay Now’
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step 5
Complete the Payment
Follow the secure payment instructions on-screen to finalize your transaction
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That’s it! Your lump sum mutual fund investment is now successfully placed—quick, seamless, and all through the Shree Bahubali platform.

Choose from 40+ Mutual Fund AMCs

Choose from a range of funds offered by India's leading mutual fund companies. Start investing by Category, AUM, or Returns for each AMC.

All Mutual Fund AMCs
Log in to Your Trading Account
  • Access your account and navigate to the 'Mutual Fund' section (Contact Support if it doesn't open)
1
+ Initiate a New Investment
  • Select “Menu” option and click on “New Investment”
  • Ensure your KYC (Know Your Customer) status is validated—this is mandatory for mutual fund transactions
2
+ Enter Investment Details
  • Mode: Select SIP (Systematic Investment Plan)
  • Fund & Scheme: Choose your desired mutual fund and scheme
  • Holding Type: Opt for Demat to reflect units directly in your demat account
  • Investment Amount:
    • Enter the SIP amount
    • Select frequency (e.g., Monthly)
    • Set SIP start and end dates
    • Choose 'Pay First Installment Now' if prompted
3
+ Select Your Mandate and Transact Now
  • Choose an existing mandate or set up a new one (NACH or Physical, as applicable).
  • Approve and authorize it as per the mandate type
4
Order Placed
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+ Complete the Payment
  • Follow the on-screen instructions to securely complete your payment
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By following these steps, you can effectively set up a mandate and start your SIP using the Bahubali platform, facilitating disciplined and automated investments toward your financial goals

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Frequently Asked Questions

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