Mutual Funds

Mutual Funds on Upstox 6

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

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SIP and One-Time Investment 24

• How to place a Mutual Fund SIP order on the new Upstox app?
• How to automate Mutual Fund SIPs?
• What does it mean when my Mutual Fund buy order is in "Awaiting payment confirmation" state?
• How long will it take for the mutual fund units to reflect in my Demat account?
• How much time does it take to process a bank e-Mandate?

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My Portfolio 7

• How to add a nominee to your Mutual Funds holdings?
• How can I check my Mutual Funds portfolio?
• How do I get dividends from my mutual fund investments?
• 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?

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Redeem or Sell 8

• How do I redeem my mutual funds investments?
• How to sell my Mutual funds using my CDSL T-PIN?
• How long will it take for my MF units redemption amount to reflect in my bank account?
• What should I do if I want to redeem my MF investment by selecting the sell by amount/units option?
• What is the Mutual Fund Settlement Cycle?

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Tax on Mutual Funds Investments 4

• 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?
• How can I download my ELSS and Capital Gains on Mutual Funds report?

Discover Mutual Funds 9

• How do I search for Mutual fund schemes to invest in?
• How to choose a fund using the Explore section?
• What are Smartlists?
• What are the different categories of mutual funds?
• Why start investment with Index funds?

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Fund Details, glossary and others 15

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

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