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

Step 2: Go to the ‘Account’ tab from the bottom navigation bar and switch to ‘Upstox - For investors’ using the toggle button above on the screen.

Step 3: Click on ‘Mutual funds’ and then ‘Explore’ where you will find a list of collections as per different categories that you can invest in. You can even type the name of the fund you are looking to invest in on the search bar.

Here is how you can use the search bar and get the desired MF to invest in.

Once you click on the search icon on the homepage of Mutual funds, type your desired mutual fund to invest as shown below. 

Step 4: Once you’ve selected a fund, click on it and find all the relevant details related to that fund like lock-in period, NAV(Net Asset Value), AUM (Asset under Management), expense ratio, tax info and exit load.

Step 5: Select 'View all fund categories' to access more detailed information. Within each category, you can explore the various types of available funds.

Step 6: Click on ‘Filter’ at the bottom to filter for funds based on- 

  • Category
  • Rating
  • AUM
  • AMC
  • Fund Plan

Step 7: If you wish to see a specific list of funds, click on ‘Investment Ideas’ depending upon your investment need.

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