How can I make Lumpsum Investment in Mutual Funds?

How can I make Lumpsum Investment in Mutual Funds?

To start your Lumpsum Investment in Mutual Funds via app or web, follow the steps given below- 

APP Login
  1. Log in to your 5paisa account

  2. Go to the Mutual Funds section

  3. Select Funds from our Popular Funds section or basket of funds based on your investment objective

  4. Click on "One-Time"

  5. Mention the lumpsum amount

  6. Click on "Invest Now" There will be two payment modes one UPI and second Net banking

  7. Enter the required details and click on "Place order" your lumpsum order will be placed.

Web Login

1. On the Mutual Fund Dashboard, user can select any fund from the below collections

2. Once you click on any fund, you will be redirected to the below page, where you can select Lumpsum option from the given tabs (SIP & One-time) and then enter the amount greater than or equal to minimum investment.

3. Once you click on “invest now” CTA, he/she will be redirected to the below page, where you can select the Payment Mode (UPI or Netbanking) according to your preference

4. After making payment, order will be placed successfully
You will now be able to see the order status in the Lumpsum orderbook

5. Once the units are allotted, you can see the holdings in the holdings section on dashboard
MF Dashboard > Holdings

    • Related Articles

    • What is the difference between Lumpsum and SIP in Mutual Funds?

      Mutual Funds are investment instruments that collect investors money and invest in various securities in order to get returns on the investments. The money invested is managed by a professional fund manager. SIP is just a way of investing a fixed ...
    • What is smallcase? How are they different from Mutual Funds?

      Smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 50 stocks that reflects a theme, idea or strategy. Smallcases are centred around: A trending market theme like rising rural demand or A financial ...
    • What Brokerage does 5paisa Charge? How does 5paisa make money in mutual funds?

      To manage a fund, an AMC charges an expense ratio. It’s a percentage amount of the fund cost you pay to the AMC. Additionally, you may need to pay an exit load when redeeming a mutual fund. 5Paisa does not charge any brokerage on mutual fund ...
    • How to Unpledge the mutual fund?

      To avail Mutual Fund Unpledge facility as collateral for taking a derivative position, follow the path mentioned below- Through Web: Login to 5paisa Web >> Tap on mutual fund and click on holdings >> Click on the Unpledge button/tab and select the ...
    • What are Liquid Funds? What are the benefits of investing in Liquid Funds?

      A liquid fund is a mutual fund scheme that invests in debt and money market securities with a maturity of up to 91 days. These funds invest in debt instruments with a residual maturity of less than 91 days, including Treasury bills (T-bills), ...