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Mutual Funds - Upstox Help Center
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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
See all 6 articles
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?
See all 24 articles
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?
See all 7 articles
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?
See all 8 articles
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?
See all 9 articles
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?
See all 15 articles