FAQs
About Us
Eligibility Criteria
Loan Process
Pledge
Fees & Charges
Loan Closure
What does 50Fin do?
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50Fin is a digital platform that enables loans against your mutual fund portfolio without the need for liquidation.

What are Loans Against Mutual Funds (LAMF)?
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LAMF is a type of secured loan product that allows you to borrow money by pledging your mutual fund investments as collateral. It offers you a way to access funds without having to redeem your mutual fund units. This way, you continue earning returns on your investments while meeting your financial needs.

What are the product offerings?
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Loan Against Mutual Funds

Borrow against your mutual funds securely. Keep ownership while accessing funds based on your portfolio/invested value.

Loan Against Shares

Secure a loan using your shares or stocks as collateral. Keep ownership while accessing funds based on your portfolio/invested value.

What are the differences between a Loan Against Mutual Funds and a Personal Loan?
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Loan Against Mutual Funds : Secured loan product, Low interest rates, Simple interest, No documentation or No minimum CIBIL checks.

Personal Loan : Unsecured loan product, High interest rates (16%+ p.a.), Fixed compulsory EMI payments, Complicated documentation such as income proof, tax returns, etc., and minimum credit score check.

What is the eligibility criteria to avail a Loan Against Mutual Funds on 50Fin?
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  • You should be aged between 18 and 65 years old.
  • You should be an Indian resident.

Check your eligibility here

We don’t require any minimum credit scores, income proof, or any other documentation!

What is the minimum ticket size to avail a loan?
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Minimum ticket size to avail a loan is ₹ 25,000 or your portfolio value should be atleast ₹ 50,000 or higher for Equity Mutual Funds. In the case of Debt Mutual fund, the minimum portfolio value should be

What are the primary details required to start the process?
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Your phone number, email and PAN are required to start the process. It should be the same as the registered details with your mutual fund portfolio.

How do my mutual fund units get pledged?
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When you apply for a loan on 50Fin, your mutual fund units get digitally pledged with CAMS and/or KFintech (India’s leading Registrar and Transfer Agents) in favor of our lending partner, Bajaj Finserv Ltd.  While pledged, you continue to earn returns on your investments until they have been unpledged.

How much can I borrow?
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You can borrow a sum starting from INR 25,000 to INR 5 crore with 50Fin’s digital solution! Keep in mind, however, that your maximum eligibility is subject to your portfolio value and the loan-to-value (LTV) ratio.

What documents are required for KYC?
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To apply for a loan, we need the following details:

  • Email ID and phone number associated with your mutual fund investments
  • Aadhaar and PAN details
  • Your bank details
  • Selfie Verification

We don’t require any physical documents, we’re completely digital!

What is the usual process to avail a loan?
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To avail the loan there are 5 steps:

  • Fetch Portfolio
  • KYC
  • Pledge Your Portfolio
  • Sign e-Agreement
  • Set Up and e-Mandate
What is the disbursal timeline?
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Disbursements are triggered in 4 working hours post completion of Video KYC.

P.S: For loan approvals over the weekend and public holidays, the amount will be disbursed on the next working day. No Disbursals on Sunday.

What is Loan-to-Value (LTV) ratio and can it fluctuate?
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LTV (Loan-to-Value): The value of the loan availed as a percentage of the value of the units pledged. For example, if you pledge units worth INR 1,00,000 and avail a loan of INR 50,000, the LTV is 50%. At 50Fin, we support LTVs between 50% and 80% based on the types of units pledged.The value of the loan availed as a percentage of the value of the units pledged. For example, if you pledge units worth INR 1,00,000 and avail a loan of INR 50,000, the LTV is 50%. At 50Fin, we support LTVs between 50% and 80% based on the types of units pledged.The value of the loan availed as a percentage of the value of the units pledged. For example, if you pledge units worth INR 1,00,000 and avail a loan of INR 50,000, the LTV is 50%. At 50Fin, we support LTVs between 50% and 80% based on the types of units pledged.

If the LTV goes above the allowed limit (for instance due to a fall in the value of your pledged units caused by market fluctuations), you are required to bring the LTV down. You can do this by pledging additional units and/or paying back part of the principal.

50Fin will notify you in case of LTV breaches.

Please note that if the LTV is not brought down, our lending partner may be forced to sell your units.

What is shortfall? And how can you avoid it?
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Shortfall happens if the LTV goes above the allowed limit (for instance due to a fall in the value of your pledged units caused by market fluctuations). You are required to bring the LTV down when there is a shortfall. You can do this by pledging additional units and/or paying back part of the principal. 50Fin will notify you in case of LTV breaches. Please note that if the LTV is not brought down, our lending partner may be forced to sell your units.

Can I choose which units I want to pledge?
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With 50Fin, units of 7,000+ schemes offered by India’s leading Asset Management Companies (AMCs) can be pledged. However, please note that the following units cannot be pledged:

  • ELSS (tax-saving) schemes which haven’t matured
  • Units held in DEMAT mode
  • Units that have already been pledged elsewhere cannot be pledged again
What is the interest rate and how is it calculated?
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We charge 0.87% per month (10.5% per annum) on a simple interest basis. This means, every month, you only pay the interest amount (via our auto-debit facility) and the principal amount is repaid as a lump sum at the time of closing the loan. The interest is calculated daily and charged monthly.

Interest is only paid on the funds utilized and for the period the loan is outstanding. So, if you close your loan in 10 days, you pay interest for only 10 days.

What are Processing Fees involved?
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You can find the processing fee chart here

Are there any hidden charges?
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NO hidden charges

Are there any Part-payment or pre-closure charges?
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With 50Fin, there are ZERO pre-closure charges. You can repay your loan back in part or full at any time during the loan tenure without any penalties!

How do I close the loan?
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To close your loan, you can visit the “Active Loans” section in the application. The total amount due, including both principal and interest, will be displayed. Once this amount has been paid in full, the loan will be closed.

It can take 50Fin 4 - 5 working days to unpledge your securities after the total amount due has been paid and close the loan.

How many days does it take to unlien after closure of the loan?
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Unlien usually takes Today+5 working days based on AMC`s