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.