Mutual Funds Overview

LoanPao’s Mutual Funds in India 2025 offer a smart way to invest for wealth creation, retirement, or tax saving. Start with as little as ₹500 via Systematic Investment Plans (SIPs) or lump sum investments. Choose from equity, debt, or hybrid funds managed by SEBI-registered AMCs like SBI Mutual Fund, HDFC Mutual Fund, and ICICI Prudential. With LoanPao’s network of 500+ financial partners, start investing in 1–2 days through a digital KYC process. Explore our SIP Plans pages for specific options.

contact us at +91-971-769-5334 for personalized advice.

Benefits of Mutual Funds

Low Entry Point

Start with ₹500 via SIP.

High Returns

Equity funds: 10%–15% p.a. (indicative).

Diversification

Spread risk across assets.

SEBI-Regulated

Safe and transparent investments.

Digital Process

Online KYC and investment.

Tax Benefits

ELSS funds save up to ₹1.5 lakh under Section 80C.

Eligibility Criteria

Criteria Details
Investor Type Individuals, HUFs, NRIs
Age 18+ years
KYC Mandatory (Aadhaar, PAN linked)
Investment Amount Minimum ₹500 (SIP) or ₹5,000 (lump sum)
Bank Account Active bank account for transactions
Risk Profile Low, moderate, or high (based on fund type)

Register at Register or contact info@loanpao.in.

Documents Required

  • KYC: Aadhaar, PAN card
  • Address Proof: Voter ID, passport, utility bill
  • Bank Details: Cancelled cheque or bank statement
  • Investment Form: Signed application or online form
  • Photograph: Passport-size (if required)

Types of Mutual Funds

Fund Type Risk Level Expected Returns (p.a.) Ideal For
Equity Funds High 10%–15% Long-term wealth creation
Debt Funds Low–Moderate 6%–8% Stable returns, short-term goals
Hybrid Funds Moderate 8%–12% Balanced growth and stability
ELSS Funds High 10%–15% Tax saving under Section 80C

Note: Returns are indicative and subject to market risks. Past performance is not a guarantee of future results.

How to Start Investing in Mutual Funds

Invest with LoanPao in 3 simple steps:

  1. Fill the form below with your details.
  2. Complete e-KYC and choose a fund type (equity, debt, hybrid).
  3. Start SIP or lump sum investment within 1–2 days.

Begin now or call +91-971-769-5334 for expert guidance.

Compare Top Mutual Fund AMCs

AMC Popular Funds Min. SIP Amount Expense Ratio
SBI Mutual Fund SBI Bluechip, SBI Small Cap ₹500 0.8%–2%
HDFC Mutual Fund HDFC Mid-Cap, HDFC Hybrid Equity ₹500 0.9%–2.1%
ICICI Prudential ICICI Pru Value Discovery, ICICI Pru Debt ₹500 0.7%–2%

Note: Data as of July 2025. Check with LoanPao for updated fund performance.

Why Choose LoanPao for Mutual Funds?

Wide Fund Options

Access 500+ funds from top AMCs.

Fast Onboarding

Start investing in 1–2 days.

Expert Support

Contact us at +91-971-769-5334.

Tips for Successful Mutual Fund Investment

  • Complete KYC with valid Aadhaar and PAN for seamless onboarding.
  • Choose funds based on your risk appetite and financial goals.
  • Start with SIPs for disciplined investing and rupee cost averaging.
  • Monitor fund performance regularly via LoanPao’s platform.
  • Use our Contact Us to plan investments.

Frequently Asked Questions

Mutual Funds pool money from investors to invest in equity, debt, or hybrid instruments for wealth creation.

Individuals, HUFs, and NRIs with valid KYC can invest starting at ₹500 via SIP or lump sum.

Returns vary: equity funds (10%–15% p.a.), debt funds (6%–8% p.a.), hybrid funds (8%–12% p.a.), subject to market risks.

KYC (Aadhaar, PAN), bank details, and investment form are required.

Complete KYC, choose a fund, and start investing via LoanPao’s platform in 1–2 days.