Mutual Funds
Pooled portfolios, priced daily and regulated by SEBI. Understand them first.
Demo environment. Sample data and demo handoffs only — no real accounts or transactions.
Invest
Mutual funds, deposits, bonds, NPS and more — what each one is, what it costs, what can go wrong and how it’s taxed. Learn at your own pace; when you’re ready, we’ll help you take the next step.
Every product page explains the concept before any call to action. The label shows what you can do today.
Pooled portfolios, priced daily and regulated by SEBI. Understand them first.
A fixed rate for a fixed term — with more choices inside that simplicity than most people check.
Lend to governments and companies for a known schedule of cash flows — and know what can go wrong.
A low-cost, regulated retirement account — with rules on access you should know first.
A professionally managed portfolio held in your own name — for larger, longer-term money.
Specialised funds, alternative investments, REITs, InvITs and more — explained before they arrive.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
How it works
Education, tools, planning and the relationship are ours. Onboarding, KYC and transactions are handled underneath by regulated partners, connected to the fund houses and product providers.
Partner and registration detailsGuides, the glossary and tools explain each product — costs, risks and tax — before you decide anything.
Size your goals, take stock in the Wealth Lab, and talk to a CompoundX expert if you’d like a second view.
Account opening, KYC and transactions happen on our regulated partner’s secure platform. We never ask for documents or bank details here.
Your goals, saved plans and the status of your investment journey stay together in your CompoundX account.
Tools
Model contributions, deposits and bonds with assumptions you can see and change.
Monthly SIP, step-up, delayed start and lumpsum + SIP — with inflation-adjusted value.
Maturity, interest and payout schedule for any compounding frequency.
Coupon schedule, current yield and approximate yield to maturity.
Estimate the corpus your retirement may need and the gap to close.
How delaying your start changes the monthly investment a goal may need.
See allocation, concentration and duplication across your mutual-fund holdings.
Learn
Market insight · 3 min read
What market volatility means for SIP investorsVolatility is the price of admission for equity’s growth potential. How falls affect a SIP, why timing within your plan matters, and what to do — and not do.
Explainer · 2 min read
What NAV really means (and why a low NAV isn’t cheap)NAV is a fund’s per-unit value, not its price tag. Why a ₹10 NAV is not a bargain, what moves NAV, and which NAV you get when you invest.
Article · 4 min read
Bank FDs vs corporate deposits: where the risk sitsCorporate and NBFC deposits often pay more than bank FDs. The extra return is payment for risk — here is how to see that risk clearly.
Article · 4 min read
Cumulative vs non-cumulative FDs: same rate, different outcomesA cumulative FD reinvests interest; a non-cumulative FD pays it out. The rate can be identical, yet maturity values, cash flows and uses differ.
Market-linked investments involve risk, including the possible loss of the amount invested. Past performance does not indicate future results, and the value of investments and the income from them can go down as well as up.
Deposits, bonds and other fixed-income products carry credit, interest-rate and liquidity risks; returns depend on the issuer honouring its obligations. Insurance is a contract of protection, not an investment. Read every offer document, scheme information document and policy wording carefully before you decide.