Wealth

Mutual funds.Invest on a schedule.

Start a SIP or invest a lump sum across equity, debt, hybrid and solution-oriented schemes — from the Pocket app on your phone or the Pocket Web terminal on a laptop, with one consolidated portfolio view.

ATS lets you invest in mutual funds by SIP or lump sum across equity, debt, hybrid, solution-oriented and other categories, from the Pocket app or the Pocket Web terminal. Funds sit in the same account as your stocks, so you get one login and one consolidated portfolio view, and there is a separate screener for exchange-traded funds including NSE gold and silver ETFs.

  • Android
  • iOS
  • Web browser
Browse funds
Devices

Apply from the phone, research on the laptop

The screener, category pages and scheme detail read best on a bigger screen. Starting or stopping a SIP takes a couple of taps in the Pocket app. Both write to the same folio.

  • Android
  • iOS
  • Web browser
Screener & scheme detail
What it does

Features

Everything Mutual funds gives you, and where each piece of it lives.

01

SIP or lump sum

Set up a systematic investment plan on a date that suits your salary, or put money in as a one-off. Pause, change the amount or stop from the same screen.

  • Pick your own SIP date
  • Change or pause any time
  • Lump-sum investing too
02

Every category, screened

Equity, debt, hybrid, solution-oriented and other schemes, with a screener that filters on the things that actually decide a shortlist.

  • Equity · Debt · Hybrid
  • Solution-oriented and other
  • Filter and compare
Fund screening
03

ETFs, screened the same way

A separate ETF screener for exchange-traded funds, including the gold and silver ETFs listed on the NSE.

  • ETF screener
  • Gold and silver ETFs
  • NAV and trailing returns
ETF screening
04

One portfolio view

Funds sit alongside your stocks and holdings in the same account, so the portfolio you look at is the whole portfolio.

  • Consolidated holdings
  • Returns over time
  • Reports in Axon
Getting started

How to use it

From a standing start to your first order, in 6 steps.

  1. 01

    Open an ATS account

    Paperless KYC online. One account covers stocks, funds and everything else.

  2. 02

    Find a scheme

    Use the screener, browse by category, or search a fund or AMC by name.

  3. 03

    Read the detail

    Check the scheme page — objective, holdings, NAV history and trailing returns.

  4. 04

    Choose SIP or lump sum

    Pick an amount, and for a SIP a date that suits you.

  5. 05

    Invest

    Confirm from the Pocket app or Pocket Web; funds are debited from your linked bank.

  6. 06

    Track it

    Follow the folio in your portfolio, and pull statements from Axon.

Start with Mutual funds

One free ATS account covers every product on this site. Paperless KYC, and you can be trading the same day.

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FAQ

Questions, answered.

Yes. You can start a systematic investment plan on a date of your choosing, from the Pocket app or the Pocket Web terminal, and change, pause or stop it later.