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Loan Against Mutual Fund

Pledge your MF units for instant liquidity. Lien marked digitally — units stay invested and continue growing.

40% - 80%

Approx. LTV

~10.5%

Approx. Rate p.a.

24-48 hrs

Approx. Disbursement

₹50K

Min. Amount

Indicative Rates Disclaimer

The Loan-to-Value (LTV) ratios and interest rates displayed on this website are indicative only and are subject to change without notice. All rates and LTV figures are provided for general informational purposes and do not constitute a formal offer, commitment, or guarantee of any financial product or service.

Loan Calculator

Get an instant estimate based on your portfolio

₹25,00,000
1 L5 Cr
50%
20%80%
10.5%
9%16%
1 yr
6 mo3 yr
Estimated Loan Amount
₹12,50,000
Monthly Interest (approx.)₹10,938
Total Interest · 1 yr₹1,31,256
Apply Now

Indicative only. Actual terms confirmed after document review.

Process

How it works

Entirely digital. No branch visits. Apply in under 10 minutes.

1

Link Your Portfolio

Connect your demat account or upload your CAS statement showing MF holdings.

2

Select Amount

We show eligible funds and the loan amount you can access against each.

3

Lien Marked

A digital lien is placed on your demat — no selling, no NAV impact.

4

Funds Disbursed

Money transfers to your registered bank account — typically within 24-48 hours.

5

Flexible Repayment

Pay interest monthly. Repay principal anytime. Lien released on full repayment.

Eligibility

What qualifies?

Most equity and debt mutual funds held in demat form are eligible.

Eligible Fund Types

  • Equity Mutual Funds
  • Hybrid / Balanced Funds
  • Debt Funds (AAA rated)
  • Index Funds
  • ELSS post lock-in
  • Overnight & Liquid Funds
  • Multi-cap & Flexi-cap Funds

Not Currently Supported

  • ELSS within lock-in period
  • International / Fund of Funds
  • Funds under winding up
  • Physical / non-demat units

Not sure? Check your ISIN instantly →

FAQs

Frequently Asked Questions

What are the benefits of taking a loan against mutual funds?

You can access funds quickly without selling your investments and continue earning potential returns while the loan is active.

How does the loan amount get determined?

Loan amounts depend on your repayment ability, creditworthiness, and fund type. Typically: 50–60% of NAV for equity mutual funds and 70–80% of NAV for debt mutual funds.

What types of mutual funds can be used to secure a loan?

Most equity, balanced, debt, and liquid funds are accepted, while less liquid assets like real estate funds may not qualify.

How long does it take to get approved for a loan against mutual funds?

Approval generally takes a few business days if all required documents are submitted promptly.

Do applicants need to submit physical documents?

In many cases, digital copies of mutual fund statements are sufficient, though physical documents may sometimes be required.

Can I continue investing in my mutual funds after taking a loan?

Yes, you can usually continue investing, but new investments may not be considered as collateral.

How do interest rates compare with other loans?

Interest rates are typically lower than unsecured personal loans but higher than secured loans like home loans.

What should applicants consider before taking this loan?

Consider your repayment capacity, market risks, and compare the cost with other funding options.

Which mutual funds are eligible for a loan?

Lenders usually accept equity, debt, and hybrid funds, depending on the scheme's liquidity and risk profile.

Can I continue earning returns on my investments?

Yes, your investments remain active and may continue earning dividends or capital appreciation.

What happens if I fail to repay the loan?

If you default, the lender may sell the pledged mutual fund units to recover the outstanding amount.

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