Mutual Funds

What Are Mutual Funds?

A mutual fund allows individuals to pool their money and invest in a professionally managed basket of stocks, bonds, and other assets. While mutual funds remain one of the most powerful tools for long-term wealth creation, choosing the right ones is not easy— India has over 2,500+ schemes.

At MoneyFrog, we go beyond recommending "good funds." We help you build a dynamic, goal-based, strategy-driven mutual fund portfolio powered by our proprietary asset-allocation framework, Dynamix.

Our Investing Philosophy: Smarter Than Traditional SIPs

Most investors follow a static SIP approach, investing the same amount every month regardless of market conditions. This often leads to buying more at market highs, missing timely profit booking, and lower long-term returns. To solve this, MoneyFrog uses Dynamix, a tech-driven strategy that adapts investments based on market valuations—not emotions.

Introducing Dynamix — Our Dynamic Mutual Fund Strategy

Beat traditional SIP returns with smarter allocation & triggers.

Based on the last five years of performance, Dynamix has delivered 4% higher annual returns versus traditional SIP investing.

How Dynamix Works:

Valuation-based investing

Trigger-based shifts between equity & debt

Timely profit booking & tax harvesting

Portfolio consolidation into fewer, high-quality schemes

Technology that monitors markets and signals switches

Backed by historical market decisions from 2018–2023

Your Mutual Fund Portfolio With Us

We build diversified portfolios across:

Large Cap

Mid Cap

Small Cap

International

Commodities

Debt

Our Approach:

Smart Fund Selection

Goal-Based Portfolio Design

Dynamix Tactical Strategy

Continuous Monitoring & Rebalancing

Key Benefits:

Higher return potential

Dynamic, not passive investing

Proper diversification

Ideal for HNIs & NRIs

Human + Technology model

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