Basket Based
Mutual Fund
Investing
Answer a few questions, discover your risk profile, and our system creates a basket of funds for you. Active rebalancing, 45+ AMCs to invest into, 100% digital onboarding and investing.
40+ AMCs to invest into
How Does Basket Based Mutual Fund Investing Work?
Basket based investing on RevenUmf is personalised to you, in four simple steps.
Open Your Account
Sign up and complete your KYC 100% digitally. No paperwork, no branch visits.
Discover Your Risk Profile
Answer a few simple questions about your goals, time horizon, and comfort with market ups and downs.
Our System Analyses You
Multiple risk-profiling frameworks work together to understand you and create the right basket for you.
Invest in a Basket of Funds
Start a SIP or lump sum in your recommended basket, which is actively rebalanced as markets change.
Why invest with RevenUmf.com?
Investing doesn't have to be complicated. We help you build long-term wealth through carefully selected mutual fund baskets backed by research and technology.
Research-Driven Fund Selection
Every basket is created after analyzing fund performance, consistency, risk, portfolio quality, and fund manager track record.
Goal-Based Investing
Whether you're investing for retirement, a home, education, or wealth creation, choose investments aligned with your goals.
AI-Powered Portfolio Insights
Scan your existing mutual fund portfolio to identify diversification gaps, overlap, and potential areas for improvement.
A Basket Created for You
Instead of choosing from thousands of funds, complete your risk profile and invest in a basket created around it.
Safe and Secure Platform
Investments are processed through BSE STAR MF with industry-standard security and regulatory compliance.
No Hidden Charges
Creating an account and investing through RevenUmf.com comes with no platform fees.
How Do We Find the Best Funds for You?
We follow a disciplined research process to shortlist high-quality mutual funds before they go into the basket we create for you.
Understand Your Risk Profile
A simple risk assessment helps us understand your goals, investment horizon, and comfort with market ups and downs.
Research Hundreds of Mutual Funds
Funds are evaluated on long-term performance consistency, risk-adjusted returns, portfolio quality and diversification, fund manager experience, expense ratio, AUM, investment strategy, and downside protection during market corrections.
Create a Basket Personalised to You
Based on your risk profile, we combine complementary funds into a diversified basket built around your investment objectives, instead of relying on a single fund.
Continuous Monitoring
Markets evolve, and so do mutual funds. Our research team continuously monitors fund performance, portfolio changes, and key developments to keep your basket up to date.
You Stay in Control
You decide when to invest, pause, increase, or redeem your investments. We provide research, technology, and insights to make investing simpler.
Recommendations depend on your risk profile. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
The Reel Deal on Mutual Funds
Quick, no-jargon reels on funds, baskets, and investing smarter. Follow @revenumf for more.
Equity vs. Debt Funds: How Should You Split?
A common rule of thumb is to subtract your age from 100 to determine the percentage of your portfolio that should be allocated to equity funds. For example, a 30-year-old investor might consider allocating 70% to equity funds and 30% to debt funds.Equity Funds
Capital Appreciation
Very high since equity markets invest in top companies with higher returns potential
5/5
Capital Protection
Very low as Equity market contains capital risk
3/5
Investment Horizon
Typically Long term
4/5
Investment Objective
Generate Wealth Invest towards a goal
4.5/5
Debt Fund
Capital Appreciation
Moderate as these bonds invest in money markets or bonds which are able to beat FD returns
3/5
Capital Protection
Very High since the funds are not linked to market
4.5/5
Investment Horizon
Typically Short Term
3.5/5
Investment Objective
Wealth Preservation without high risk
4/5
Invest in 40+ AMCs
Find the perfect fund for your goals from our extensive selection.
Benefit from the expertise of India's leading asset management companies.
Which Mutual Fund Categories Can You Invest In?
Explore top mutual fund categories and their indicative average returns, then drill into individual schemes within each category.
Indicative category average returns across Large Cap, Mid Cap, Small Cap, ELSS, Flexi Cap, Balanced, and Debt funds.
Returns are category averages based on past performance and are not indicative of future returns.
Invest Smarter, Grow Faster.
Open your account in a minute, discover your risk profile, and start a SIP in a basket created for your goals.
Frequently Asked Questions
Investing in mutual funds online with RevenUmf.com is simple and convenient. Follow these steps:
- Answer a few simple questions to assess your financial goals and risk tolerance.
- Sign up on RevenUmf.com and complete your Know Your Customer (KYC) verification.
- Get a mutual fund basket created for your risk profile and investment objectives.
- Choose your preferred investment mode: SIP (Systematic Investment Plan) or lump sum.
- Link your bank account and securely initiate your investment.
To invest in tax-saving mutual funds (ELSS, or Equity Linked Savings Scheme):
- Log in to RevenUmf.com.
- Use our ELSS calculator to determine your ideal investment amount.
- Select between SIP or lump sum investment options.
- Provide the necessary details, set your investment frequency, and complete the process.
What Our Clients Say
Trusted by 15,000+ investors across India, including individuals, NRIs, HUFs, and businesses.Harshad Vora
Businessman
"Omkar's expertise in the stock market was evident from our first meeting. He detailed the entire process, including market trends, helping us understand the best time to buy and created a custom portfolio as per my goals. Highly recommend!"
Rajeev Mehta
IT Professional
"Most mutual fund platforms are either too complex or too pushy. RevenUmf.com, on the other hand, provides honest suggestions without overwhelming me. Love their approach!"
Vikram Lele
Businessman
"The customer support at RevenUmf is fantastic! They patiently answered all my queries and helped me set up my portfolio. Looking forward to long-term growth."
Rekha Agrawal
NRI
"RevenUmf.com has honestly been such a helpful guide for us through the whole investment process. What started out feeling a bit overwhelming became so much easier thanks to their support and genuine care. We really appreciate how attentive and kind their team has been!"
Latest Investing Insights
Guides and trends on SIPs, mutual funds, and wealth building
Learn & Resources
Guides on SIP, basket investing, and mutual fund basics to help you plan and invest.