Angel One Mutual Fund

Angel One Mutual Fund is a technology-driven asset management company launched by Angel One Limited, one of India's leading retail brokerage firms. Incorporated in May 2023, the AMC entered the mutual fund industry with a strong focus on passive investing, offering low-cost, rule-based, and transparent investment solutions for retail investors.

The AMC's investment philosophy is centered on the belief that broad markets can outperform individual stock selection over time, which is reflected in its focus on ETFs and Index Funds tracking different market segments.

Here are some of the key advantages you can gain by selecting Angel One Mutual Fund for your investments:

1. Passive-First Strategy: By focusing on index funds and ETFs, the AMC eliminates "fund manager risk," ensuring your returns are driven by market performance rather than individual stock-picking errors.
2. Low Cost: Passive funds typically have significantly lower expense ratios compared to active funds, which can lead to higher net wealth accumulation over the long term.
3. Rules-Based Discipline: Investments are managed based on pre-defined index methodologies, removing emotional bias and ensuring the portfolio remains true to its stated objective.
4. Technological Integration: The AMC offers a seamless, digital-first experience for onboarding, tracking, and managing investments via their app and web platforms.
5. High Transparency: Since the portfolios mirror public indices, investors know exactly which stocks the fund holds at any given time.

Planning to invest in the Angel One Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Angel One Mutual Fund

   : Browse available Angel One Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Angel One Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Angel One Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).