Mutual Funds

Mutual Funds on Upstox 3

• Invest in mutual funds with Upstox
• What are the charges for placing mutual fund orders on Upstox?
• What AMCs does Upstox offer?

SIP and One-Time Investment 19

• Bank mandate to invest in SIP (Auto-Debit)
• What is SIP? How do you set up SIP instalments/Auto-debit?
• Mutual Fund Order Status
• How to place a SIP order in mutual funds?
• How much time does it take to process bank mandate?

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My Portfolio 5

• Dividend will be received directly in your registered bank account
• 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?

Redeem or Sell 4

• 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?

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 2

• Investing in different types of Mutual Funds
• How do I search for Mutual fund schemes to invest in?

Glossary and Others 9

• 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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