1. Choose your own funds while setting up a new SIP 


Website:  https://youtu.be/gEq1Y7tNXq4

 

App:

 

Home page → Mutual Funds (either from the center of the screen or from the bottom tab) →  The goal in which you want to set up the SIP → Invest → Custom Funds → Start SIP → Fill up the SIP date, duration, etc → Search for the funds of your choice & add them → Enter Amount → Review and Confirm SIP.


Note: If you have not invested in Stocks & ETFs, then you will be on the Mutual Funds page by default.


  1. Choose your own funds for Lumpsum investment


Websitehttps://youtu.be/2o4scUTy7jU

 

App:

 

Home page → Mutual Funds (either from the center of the screen or from the bottom tab) → The goal in which you want to invest lumpsum → Invest →  Custom Funds → Invest Lumpsum → Search for the funds of your choice & add them → Enter Amount → Review and Confirm Lumpsum.


Note: If you have not invested in Stocks & ETFs, then you will be on the Mutual Funds page by default.


Note: If you have already invested in some funds and are looking to further invest in the funds, you will see those funds on the "Recent" tab. You can simply add the funds from this tab and proceed.


You can also click on the existing fund from your portfolio and click on "Invest More".



C. Make changes to your existing SIP (in funds of your own choice)

You can Add/Remove any funds from your SIP or even increase/decrease the amount in any funds.


Website

Click on the SIP tab (center of the dashboard) > Click on "SIP Actions" beside the goal where you want to make changes > Click on "Custom SIP".


App: 

Home page → Mutual Funds (either from the center of the screen or from the bottom tab) →  Click on the goal where you want to make changes > Click "SIP Center" > Click "SIP Actions" > Click on "Custom SIP".


Note: If you have not invested in Stocks & ETFs, then you will be on the Mutual Funds page by default.


The Custom SIP page will show you the list of funds in your existing SIP and from here, you can choose to add any funds, remove any funds, change the amount for any of the funds, etc. Once you've made the respective changes, you can review and save these.


Please note that one goal can only have 1 SIP date, so any new funds that you add will also be invested in on the same SIP date.