Feature Request: Mutual Fund Basket with % Allocation

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

@nithin_kumrr @siva

@Neelesh

Hi @Rohit_Jha we have something similar on our to-do list, we will get back to you on this. Thanks for the suggestion :slightly_smiling_face: