Hi,
My income can be a bit inconsistent month-to-month, but I want to invest regularly and systematically. I’d love to create a mutual fund basket where I can define my own allocation strategy like this:
Fund Name | Category | Allocation % |
---|---|---|
Nifty 50 Index Fund | Large Cap / Index | 30% |
Nifty Next 50 Fund | Mid-Large Cap Index | 30% |
Flexi-cap Fund | Diversified Equity | 40% |
What I’d like:
- I define the basket once with the fund names and allocation percentages.
- Each month (or at chosen intervals), I can enter a lump sum amount (say ₹70,000).
- Coin should then automatically distribute the amount across the selected funds based on the allocation percentages and place the orders accordingly.
Thanks