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What are the benefits of investing in mutual funds through CubePlus?
CubePlus offers a seamless and cost-effective platform to invest in mutual funds directly through Asset Management Companies (AMCs), with units credited to your demat account. There are no intermediary commissions charged by Tradejini, and the platform is designed to provide transparency, control, and comprehensive insights to investors. Below are the key advantages of using CubePlus for mutual fund investments
1. Investing in Direct funds on CubePlus is commission-free in Tradejini. Investments made on CubePlus are in direct mutual fund plans, which carry no commission charges. Unlike regular plans that include distributor commissions as part of the expense ratio (often up to 1 percent annually), direct plans ensure more of your money stays invested, leading to better long-term returns. Commissions in regular plans reduce overall gains, especially for larger portfolios held over time. To learn more about plans of mutual funds, see What is Direct Plan and Regular Plan in Mutual Funds? In effect, regular plan investments yield lower returns in both the short and long term compared to Direct Plans due to these commission charges.
To know more about the other ways to invest in Mutual funds, click here.
2. Flexible SIP Management and Real-Time Tracking - Investors can start or stop Systematic Investment Plans (SIPs) at any time. CubePlus allows you to monitor your NAV, view transaction history, and track order status, all in one place.
3. Mutual funds in an electronic demat format are easy to pledge either to take a loan against in case of emergency or to have margin for F&O trading. Mutual funds or stocks in DEMAT format are much easier to claim by dependents (nominees of Demat Holder) in case of death. Direct plans with multiple AMC’s (Fund houses) would otherwise mean multiple folios, which would be difficult to aggregate and claim. Read more to know the different forms of MF
4. Comprehensive Fund Insights and Analytics - CubePlus provides in-depth analysis tools including return performance, sector and holdings breakdown, tax impact, AMC profile, and NAV movement since inception. All these insights are available at no cost to Tradejini users.
5. Smart Fund Discovery with Screeners - Built-in screeners help you discover suitable mutual funds based on your risk profile and investment goals. These filters simplify selection and ensure informed decisions.
6. Comparing Mutual Funds based on customised columns perfected to your analsysis style can be done in a single click or you can rely on our pre-built columns for a holistic comparison table of different mutual funds across different categories.
7. All in one Super App called CubePlus. All your favourite asset classes, Equity, Options, Futures, IPO, Mutual Funds, Commodity, Currency, ETF & Bonds, all within the same app interface. No need to download multiple random apps and no need to move in and out of the app interface for any of your financial requirements. Clean UI and fast interface lets you migrate between different assets classes in a single click with exceptionally intuitive experience.
In summary, CubePlus offers a fully integrated mutual fund investment experience—commission-free, demat-based, feature-rich, and supported by robust analytics and intuitive tools.
Whats the difference between a Mutual Fund, ETF and Index Funds?
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