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Best Mutual Fund Investment App

0+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

SBI Mutual Fund is the household name in mutual fund investment app, but it's far from the only option. We track 0+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Mutual Fund Investment App (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1SBI Mutual Fund-InvesTap NxtSBI Mutual Fund-InvesTap NxtFree4.7★ (639)NoNoAug 2026
2E*TRADE: Invest. Trade. Save.E*TRADE: Invest. Trade. Save.Free4.7★ (381K)NoNoAug 2026
3Kuvera by CRED: Mutual FundsKuvera by CRED: Mutual FundsFree4.6★ (160)NoNoAug 2026
4Scripbox Mutual Fund & SIP AppScripbox Mutual Fund & SIP AppFree4.6★ (106)NoNoAug 2026
5Finhabits: Invest My MoneyFinhabits: Invest My MoneyFree4.6★ (22K)YesNoAug 2026
6Empower ®Empower ®Free4.8★ (404K)NoNoAug 2026
7Firstrade: Invest & TradeFirstrade: Invest & TradeFree4.7★ (8.3K)YesNoAug 2026
8HDFC Securities InvestRightHDFC Securities InvestRightFree4.7★ (2.8K)NoNoAug 2026

Top Picks for Mutual Fund Investment App

SBI Mutual Fund-InvesTap Nxt#1

SBI Mutual Fund-InvesTap Nxt by SBI Funds Management Limited

Now AI Powered
Editor's Choice
💰 Finance
4.7😞(639 ratings)
Free
SBI Mutual Fund-InvesTap Nxt screenshot 1
SBI Mutual Fund-InvesTap Nxt screenshot 2
SBI Mutual Fund-InvesTap Nxt screenshot 3
SBI Mutual Fund-InvesTap Nxt screenshot 4

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

What We Love

  • 👍 User-friendly
  • 🚀 Fast and efficient
  • 💡 Intuitive and informative
  • 👍 Suitable for new and experienced investors

Room to Improve

  • 🐛 Slow performance and connectivity issues
  • 🐛 Unreliable app functionality
  • 🐛 Frequent crashes and errors
E*TRADE: Invest. Trade. Save.#2

E*TRADE: Invest. Trade. Save. by E*TRADE Securities

Stocks, ETFs, options, crypto
Strong Contender
💰 Finance
4.7😐(381K ratings)
Free
E*TRADE: Invest. Trade. Save. screenshot 1
E*TRADE: Invest. Trade. Save. screenshot 2
E*TRADE: Invest. Trade. Save. screenshot 3
E*TRADE: Invest. Trade. Save. screenshot 4
E*TRADE: Invest. Trade. Save. screenshot 5
E*TRADE: Invest. Trade. Save. screenshot 6

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

What We Love

  • 💻 Powerful trading platform
  • 💰 Competitive fees and rates
  • 🕰️ Smooth trading experience
  • 🔒 Reliable security features

Room to Improve

  • 🐛 Buggy app with frequent crashes
  • ⏱️ Slow performance and lagging issues
  • 🌍 Limited functionality for international users
Kuvera by CRED: Mutual Funds#3

Kuvera by CRED: Mutual Funds by Dreamplug

Direct MFs, SIPs, FDs, Surplus
Worth Considering
💰 Finance
4.6(160 ratings)
Free
Kuvera by CRED: Mutual Funds screenshot 1
Kuvera by CRED: Mutual Funds screenshot 2
Kuvera by CRED: Mutual Funds screenshot 3
Kuvera by CRED: Mutual Funds screenshot 4
Kuvera by CRED: Mutual Funds screenshot 5
Kuvera by CRED: Mutual Funds screenshot 6

This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.

More Mutual Fund Investment App apps to explore

4
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Invest in MF, SIP, Save Tax
Free

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring
💰 Finance
(106)
free with in-app purchases
5
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
6
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(404K)
free with in-app purchases
7
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Stocks, Options, ETFs.
Free

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

Commission-free trading on stocks, ETFs, options, and mutual fundsZero options contract feesFractional share trading starting at $5
💰 Finance
(8.3K)
free with in-app purchases
8
HDFC Securities InvestRight
HDFC Securities InvestRight
HDFC Securities InvestRight
Stocks,Mutual Funds & IPO
Free

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement
💰 Finance
(2.8K)
free
9
INDmoney: NRI Investing App
INDmoney: NRI Investing App
INDmoney: NRI Investing App
Indian Stocks & Mutual Funds
Free

Invest in Indian stocks and mutual funds with this comprehensive app. It offers a free demat account and real-time market data. Track your portfolio, receive alerts, and access advanced analytics for both stocks and mutual funds.

Free demat accountReal-time stock market news & alertsInvest in 5000+ stocks
💰 Finance
(46)
free with in-app purchases
10
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

Automated savings plansEarn double-digit interestGroup savings with Circles
💰 Finance
(12K)
free with in-app purchases
11
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
12
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
13
MySIPonline - Mutual Fund App
MySIPonline - Mutual Fund App
MySIPonline - Mutual Fund App
Invest in Best Mutual Funds
Free

Invest in mutual funds and SIPs with this app, offering expert research, AI-driven advice, and personalized portfolios. Plan financial goals, track investments, and explore options like digital gold and loans against mutual funds.

SIP PlannerLumpsum InvestmentsFinancial Goal Planning
💰 Finance
(3)
free
14
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
Invest in Stocks & Mutual Fund
Free

This platform offers a wide range of investment options, including mutual funds, stocks, and tax-saving instruments. It provides expert financial guidance, paperless transactions, and bank-grade security to simplify your investment journey.

Invest in mutual funds and stocksSystematic Investment Plans (SIP)Expert financial coaching
💰 Finance
(21)
free with in-app purchases
15
Old Mutual Invest
Old Mutual Invest
Old Mutual Invest
Investment funds
Free
💰 Finance
(0)
16
Angel One: Stocks, Mutual Fund
Angel One: Stocks, Mutual Fund
Angel One: Stocks, Mutual Fund
Demat, Stock Market Investment
Free

Invest and trade in stocks, mutual funds, and more with a user-friendly platform. Offers seamless trading, portfolio analysis, and access to various financial instruments. Open a free Demat account online to start your investment journey.

Free Demat account openingStock market tradingMutual fund investments
💰 Finance
(2.3K)
free with in-app purchases
17
Geojit: Mutual Fund, SIP App
Geojit: Mutual Fund, SIP App
Geojit: Mutual Fund, SIP App
Mutual Fund, SIP Investment
Free
💰 Finance
(0)
18
Nippon India Mutual Fund
Nippon India Mutual Fund
Nippon India Mutual Fund
by Nippon Life India Asset Management Limited
Free

Manage your mutual fund investments with an intuitive and secure mobile app. Track your portfolio, discover funds with smart tools, and transact seamlessly with multiple payment options. Plan, track, and grow your wealth with personalized insights and self-serve features.

Secure login (Fingerprint, Face ID, M-PIN, OTP)Consolidated portfolio view and trackingSmart fund discovery and recommendations
💰 Finance
(69)
free
19
Harvest: Mutual Fund Investing
Harvest: Mutual Fund Investing
Harvest: Mutual Fund Investing
Investing made simple
Free
💰 Finance
(0)
20
Oprico:Mutual Fund & Insurance
Oprico:Mutual Fund & Insurance
Oprico:Mutual Fund & Insurance
by OPRICO INVESTMENTS
Free
💰 Finance
(0)

FAQ about Mutual Fund Investment App

What is the best mutual fund investment app for iPhone?
SBI Mutual Fund-InvesTap Nxt tops our mutual fund investment app ranking as of June 2026, with a 4.7-star average from 639 App Store ratings, and it's free to download.
Yes — 20 of the top mutual fund investment app we rank are free to download, including SBI Mutual Fund-InvesTap Nxt and E*TRADE: Invest. Trade. Save..
SBI Mutual Fund-InvesTap Nxt has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
The app provides AI-powered assistance for mutual fund investments, allowing users to get information, make investments, and track their financial portfolio. It also offers features like goal-based investing, quick SIP setup, and intelligent watchlists with alerts for NAV drops.
Key features include an AI-powered Smart Assist for inquiries and investments, a Wealth Index to track investments across various assets, Quick SIP setup, Goal Based Investing, and an Intelligent Watchlist with alerts for NAV drops.