Gifting Mutual Funds in India: The Smart Gift That Keeps Growing

Moving beyond sweets and gadgets — why you might gift a mutual fund this season.

What’s Going On & Why Now

Why are mutual funds becoming popular gifts in India?

From occasions like Diwali or a child’s first birthday to future savings — gifting investment is gaining steam. And experts say you can gift mutual fund units, though some conditions apply.

The Benefits

Three Big Advantages of Gifting Mutual Funds

Gifts that grow, teach and resonate — giving an investment can outlast a material gift.

The Things to Know

Important Rules & Tax-Facts Before You Gift a Mutual Fund

Mutual fund units should ideally be in demat form

How to Do It Right

Smart Steps to Gift a Mutual Fund Wisely

Decide the goal (child’s education, wedding, etc.)