Mutual Funds

Mutual Funds on Upstox 5

• Invest in mutual funds with Upstox
• What are the charges for placing mutual fund orders on Upstox?
• What AMCs does Upstox offer?
• Banks available under different payment modes
• How can I pay for SIP or Lump sum order?

SIP and One-Time Investment 24

• How to invest in SIPs (auto-debit) by bank mandate?
• How do I set up an Autopay for my SIP instalments?
• How long will it take for the mutual fund units to reflect in my Demat account?
• How to place a SIP order in mutual funds?
• How much time does it take to process a bank mandate?

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My Portfolio 6

• How do I get dividends from my mutual fund investments?
• How to add a nominee to your Mutual Funds holdings?
• What is the process to change my email or mobile number registered with the AMC, for my MF investments?
• Why am I not able to log in to the AMC website using the mobile no./email registered with Upstox to check my investments?
• Can I switch between two different schemes of the same AMC?

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Redeem or Sell 7

• How do I redeem my mutual funds investments?
• How to sell my Mutual funds using my CDSL T-PIN?
• How to calculate the Exit Load of my Mutual fund investments?
• Is it possible to redeem fractional units of Liquidbees?
• What is the settlement time after mutual fund redemption?

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Tax on Mutual Funds Investments 3

• How can I download my Mutual Funds account statement?
• How are Mutual Funds investments taxed?
• How to save taxes with Mutual funds? What are ELSS funds?

Discover Mutual Funds 9

• What does Upstox provide to invest in Mutual funds?
• How do I search for Mutual fund schemes to invest in?
• How to choose a fund using the Explore section?
• What are Investment ideas?
• What are Smartlists?

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Fund Details, glossary and others 12

• What are Direct Mutual Funds?
• What does NAV mean?
• What does a lock-in period mean in Mutual Funds?
• What is an exit load?
• What are open ended and closed ended funds?

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