Direct Scheme
360 ONE Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense
Multi-Cap, Flexi-Cap & Sectoral Mutual Funds for Exponential Growth
Access 40+ leading Asset Management Companies (AMCs) with scientific fund curation, rolling-returns analysis, factor-based risk profiling, and institutional portfolio rebalancing.
40+ Leading AMCsDirect & Regular Scheme Access
SEBI RegulatedHighest Regulatory Scrutiny
Zero Commission BiasScientific Alpha Curation
100% PaperlessInstant KYC & Digital Allotment
Allocation Frontier
The 4-Quadrant Wealth Architecture
We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.
⚡ CORE FOUNDATION · 60% MANDATE
Bluechip Capital Foundation
Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.
Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha
Momentum, Quality & Low-Beta Tilts
Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.
Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD
Uncorrelated Structural Returns
Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.
Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO
Disruptive Tech & Offshore USD Assets
Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.
Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage
Why Invest in Mutual Funds with MFeasy?
Rigorous quantitative selection, tax-efficient portfolio structuring, and dedicated relationship manager guidance.
01
Empirical Rolling Alpha
We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.
✓ Sharpe Ratio > 1.25 Consistency02
Systematic Drawdown Defense
We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.
✓ Dynamic Cash Allocation Triggers03
Zero Distribution Bias
100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.
✓ 0% Commission Surcharge MarkupsInvestor Profiles
Who Should Consider Mutual Funds?
The quintessential wealth creation vehicle for retail, HNI, and institutional capital looking for long-term compounding.
RETAIL & AFFLUENT INVESTORS
Systematic Wealth Builders & SIP Mandates
Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.
- Automated Step-Up SIP Mandates (10–15% annual increments)
- Quarterly Portfolio Health & Downside Drawdown Reviews
- Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES
Private Wealth & Multi-Asset Mandates
Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.
- Direct Chief Investment Strategist Dealing Desk Access
- Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
- Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard
How MFeasy Outperforms Generic FinTech Apps
Experience dedicated human advisory combined with institutional quantitative research rather than algorithmic sales pitches.
Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
Fund Selection Strategy
Chases top 1-year performers leading to severe performance regression.
Multi-cycle rolling returns, portfolio manager tenure, and Sharpe ratio screening.
Portfolio Overlap Check
Investors accumulate 20+ funds holding the exact same 30 large-cap stocks.
Rigorous overlap auditing ensuring genuine multi-cap diversification across managers.
Advisory Relationship
Automated chatbots and impersonal customer support ticketing.
Dedicated AMFI-certified wealth specialist available via phone, WhatsApp, and meeting.
Lifecycle Rebalancing
Zero post-purchase guidance; investors left unguided during market panics.
Active quarterly rebalancing reviews to de-risk portfolios as financial milestones approach.
Empirical Strategies
Active Mutual Funds Mandates
Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.
Direct Scheme
Aditya Birla Sun Life Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Angel One Asset Management
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Axis Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Bajaj Finserv Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Bandhan Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Bank of India Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Baroda BNP Paribas Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Canara Robeco Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
DSP Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Edelweiss Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Franklin Templeton Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Groww Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
HDFC Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Helios Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
HSBC Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
ICICI Prudential Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Invesco Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
ITI Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
JM Financial Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Kotak Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
LIC Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Mahindra Manulife Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Direct Scheme
Mirae Asset Mutual Fund
3Y Compounded CAGR
Up to24.8%p.a.
AMFI Direct Zero Brokerage
Min. Investment₹ 500
Horizon36+ Months
Wealth Intelligence
Calculators & Institutional Research
Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.
Compounding Engine⚡ Interactive Model
Step-Up SIP & Compounding Tool
Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.
Research Factsheets📄 Official PDF
AMC Factsheets & Portfolio Disclosures
Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.
Regulatory Safety🔒 SEBI Verified
AMFI & SEBI Statutory Verification
Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.
Clarity & Governance
Frequently Asked Questions
Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.
How are equity mutual funds taxed in India?
Under current tax regulations, equity mutual fund gains held for over 12 months are treated as Long Term Capital Gains (LTCG) and taxed at 12.5% on gains exceeding ₹1.25 Lakhs per financial year. Short Term Capital Gains (STCG) on units held for 12 months or less are taxed at 20%.
What is the difference between Direct and Regular plans?
Direct plans are bought directly from the AMC with lower expense ratios because no distributor commission is paid. Regular plans are transacted through AMFI-registered distributors like MFeasy, who provide end-to-end portfolio curation, rebalancing, tax planning, and dedicated advisory support.
Can I start a mutual fund investment with a small amount?
Yes! Most mutual funds allow you to begin investing with as little as ₹500 for Systematic Investment Plans (SIP) or ₹1,000 to ₹5,000 for lump sum investments.
What is the ideal number of mutual funds to hold in a portfolio?
Holding between 4 to 6 well-chosen, non-overlapping mutual funds across Large & Mid Cap, Flexi Cap, Small Cap, and Hybrid/Debt categories is typically optimal for achieving thorough diversification without diluting returns.
Regulatory Disclosure & Risk Notice: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. KS Finoleg Services Pvt Ltd (MFeasy) is an AMFI-registered Mutual Fund Distributor (ARN-83784). Mutual fund NAVs fluctuate depending on the factors and forces affecting securities markets.