Angel One Mutual Fund
AUM
₹ 5,070 cr
AMC Age
2 years
No. Of Schemes
11
Angel One Mutual Fund, managed by Angel One Asset Management, offers a wide range of investment schemes designed to match varied financial objectives. Backed by strong research capabilities and a growing investor network, the fund focuses on delivering simplified and tech-enabled investment solutions.
List of Angel One Mutual Fund Schemes
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About Angel One Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Angel One Mutual Fund, managed by Angel One Asset Management Limited, is part of Angel One Limited, one of India’s leading digital-first financial services platforms, originally founded in 1996 (formerly known as Angel Broking). The mutual fund arm represents the company’s expansion into asset management, bringing its technology-driven approach to long-term wealth creation.
Key Features
- Angel One Mutual Fund offers solutions across index, ETFs, and FoFs categories, catering to investors with different risk profiles and financial goals.
- Backed by Angel One’s pan-India presence and tech-enabled distribution network, the fund house leverages online accessibility to reach investors across urban and emerging markets.
- The AMC is supported by seasoned market professionals with extensive experience in fund management, research, and financial strategy.
- With Angel One’s large retail user base, the mutual fund division is positioned to onboard first-time investors through simple and transparent products.
Documents Required
To invest in Angel One Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Angel One Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Angel One Mutual Fund Managers
Mr. Mehul Dama
Mr. Kewal Shah
How To Invest In Angel One Mutual Fund With Choice?
Angel One Mutual Fund FAQs
The best Angel One Mutual Fund depends on your goals, risk tolerance, and investment horizon. Whether you seek long-term growth, stable returns, or diversification, Angel One offers equity, debt, and hybrid funds to suit your needs. With Choice FinX, you can compare and invest in the funds that match your preferences.
Angel One Mutual Fund schemes are subject to taxation as per government regulations. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Angel One Mutual Fund, you need a PAN card, an Aadhaar card, proof of address (such as a passport, voter ID, or utility bill), a recent passport-sized photograph, and bank account details (a cancelled cheque or statement). KYC compliance is mandatory. With Choice, you can complete the investment process digitally with minimal paperwork.
The minimum investment in an Angel One Mutual Fund starts from as low as 100 for certain micro-SIPs, or 1,000 for a first-time lump-sum investment or regular SIP, depending on the specific fund.
Returns are calculated based on Net Asset Value (NAV) and market performance. They can be assessed in absolute, annualised, or compounded terms. The formula used is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
Choice offers a real-time mutual fund return calculator to track your portfolio’s performance.
Yes, you can switch between Angel One Mutual Fund schemes through Choice FinX. The platform enables smooth fund switching, but it is important to consider exit loads and tax implications based on your holding period before making a switch.
Investing in Angel One Mutual Funds may involve Expense Ratios, Exit Loads, and Securities Transaction Tax (STT). The expense ratio varies by fund and covers management fees. Exit loads apply if you redeem units before the stipulated period. Choice offers a transparent fee structure, helping you make informed decisions.
No, a Demat account is not necessary to invest in Angel One Mutual Funds through Choice FinX. You can invest directly via the platform, or choose a Demat account if you prefer to hold mutual fund units in electronic format.
You can download your account statement via the Angel One Mutual Fund website or access it instantly through Choice FinX, which provides real-time tracking and consolidated reports of your investments.
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