Step 1:  Login to the Upstox app using your 6-digit PIN or biometrics. 

Step 2: Go to the ‘Discover' tab from the bottom navigation bar and click on Mutual Funds - Explore funds.

Step 3: Click on ‘All funds’ where you will find a list of funds that you can invest in. You can even type the name of the fund you are looking to invest in on the search bar.



Step 4: Here you will get the ‘Sort’ option where you can sort by Name, Options, 1YR, 3YR and 5YR returns.


Step 5: Click on ‘Filter’ at the bottom to filter for funds based on- 

  • Fund House

  • Fund Category

  • Fund Risk

  • Minimum investment

  • Lock in period


Step 6: If you wish to see a specific list of funds, click on ‘Collections’ where we have tax saver funds, low risk funds etc.