MFZone

MFZone by Definedge Securities is a comprehensive mutual fund analysis and investment platform which traders can use to analyze, compare and invest in mutual funds that best fit their requirements. 

To know more about MFZone, click here. 

MFZone is your one-stop solution to mutual fund analysis and investment. You can perform a thorough analysis of mutual fund schemes across all AMCs including ratio analysis, peer comparison, asset allocation details, fund manager details, trailing returns data, and more.  

To know more about MFZone, click here.

MFZone works as a comprehensive mutual fund analysis tool with features like Historical NAV, ratio analysis, peer comparison, asset allocation details, fund manager details, trailing returns data, access to mutual fund schemes from all AMCs and more. 

You can learn about more MFZone features by clicking here.

On the MFZone platform, you can explore new Mutual Fund schemes from the ‘Explore Schemes’ option on the top bar. On the Explore page, you can select from Equity, Debt, or Hybrid schemes to invest in. If you are looking for a specific kind of mutual fund scheme, you can use the filters to sieve through the plethora of schemes. 

To explore new mutual funds on MFZone, click here

Yes. You can find a comprehensive analysis of any mutual fund scheme you may be interested in. You can find any mutual fund from all AMCs through the search bar and select the one you wish to analyze. On the specific scheme’s page, you will find various tabs that will complete information about the scheme including fund category, fund type, minimum investment, investment details & purpose, ratio analysis, peer comparison, AMC details, risk, AUM, and more.

MFZone offers ratio analysis of 12 various ratios for each mutual fund scheme. These ratios include alpha, beta, standard deviation, expense ratio, entry load, exit load, turnover, P/E ratio, P/B ratio, sharpe ratio, sortino and tracki8ng error. 

Yes, you can easily use MFZone to check for Fund Manager Details for any specific schemes. Under the ‘Fund Manager’ tab, you can learn details like their name and experience along with details of the other mutual funds they manage, the AUM, launch date and YTD of these specific funds.  

Thus, MFZone helps you better understand your fund manager and their experience, so you can make an informed decision.

Under the ‘Reports’ dropdown on the top bar, you must select the ‘Holdings’ option, to check all your holdings. The Holdings page will give you details regarding all your investments made via MFZone including your current holdings, active and past lumpsum orders and SIPs, and mandates. You can also apply filter to look for a certain order.  

To check your holdings on MFZone, click here.

Under the ‘Explore Schemes’ tab on MFZone, you can choose from Equity, Debt or Hybrid schemes. The mutual fund schemes are further categorized according to Contra, Dividend Yield, ELSS, ETFs, Flexi Cap Fund, Focused Fund, Index Funds, Large Cap Funds, Mid Cap Funds, Multi Cap Funds, Sector Funds, Small cap Funds, Thematic Funds, and Value Funds. 

By simply clicking on your preferred category, you can sieve your preferred schemes from the plethora of schemes available. To explore new mutual funds on MFZone, click here.

If you are looking for tax-saving ELSS schemes, simply go to the ‘Explore Schemes’ option on MFZone and select the category ‘Equity Linked Savings Scheme’. You will get a list of ELSS schemes to choose from. You can then analyse the schemes and choose the one that best suits your requirements.  

To view ELSS schemes on MFZone,  , click here.

Yes. Under the ‘Explore Schemes’ option on MFZone, click on the ‘Hybrid Schemes’ tab to find hybrid mutual fund schemes.  

To view Hybrid mutual fund schemes on MFZone,  , click here.

To invest in any mutual fund scheme using MFZone, simply search for the specific scheme and click on ‘Invest’. After that, a pop-up will open where you can select your type of investment (lumpsum or SIP), number of installments, frequency of investment, add a mandate and start investing. 

With MFZone, you get the option of selecting either a lumpsum investment or an SIP for any mutual fund scheme you choose to invest in. 

To know more about MFZone, click here.

To check your ongoing SIPs on MFZone, select the ‘Holdings’ option in the ‘Reports’ drop-down menu and select the ‘SIP Orders’ tab. There you will see all your current and past SIPs. You can also filter the results by date, valid orders, excluding failed orders, and excluding unpaid orders.  

To check your ongoing SIPs on MFZone, click here.

Yes, you can easily apply for any ongoing NFO using MFZone platform. Simply click on the ‘Ongoing NFO’ option on the top bar and choose the NFO you wish to apply for. Click on the ‘Apply NFO’ in front of your preferred NFO to apply for it.

To check the ongoing NFOs, click here.

You can add multiple Mandates for your investments on MFZone. To create a mandate on MFZone, select the ‘Mandates’ option under the ‘Reports’ drop-down. On the Mandates page, click on ‘Create New Mandate’, add the required details and select ‘Create New Mandate’ to save your preferences. 

To create a mandate on MFZone, click here.

Yes, you can analyze and invest in ETFs using our MFZone platform. To analyze a specific ETF, simply search for it with the search bar. 

You can also explore ETFs under the ‘Explore Schemes’ option. To do so, first select the scheme type (equity, debt or Hybrid) and select the ETFs option. All available ETFs under that scheme type will be shown. 

To explore ETFs on MFZone, click here.

You can assess the success of a specific mutual fund scheme using Peer comparison. It helps you analyze how well your selected mutual fund scheme has performed compared to other schemes in the same category. Under Peer comparison, you can check AUM, 1-year return, 2-year return, 3-year return, 5-year return, expense ratio and turnover ratio of various schemes easily. This helps you choose better performing schemes to invest in.

Yes. You can check the Asset Allocation for any mutual fund scheme on MFZone. Simply search for a mutual fund scheme and click on the ‘Asset Allocation’ tab.

MFZone is a completely free tool. But, to access all the features of MFZone, you need to have a Definedge Securities Demat account. 

To know more about MFZone, click here.

To open a demat account with Definedge Securities, click here.

Yes, it is necessary to have a bank mandate to start your SIP orders. You can easily create a mandate on MFZone by selecting the ‘Mandates’ option under the ‘Reports’ drop-down. On the Mandates page, click on ‘Create New Mandate’, add the required details and select ‘Create New Mandate’ to save your preferences.

To create a mandate on MFZone, click here.