Mutual funds account statement gives you a summary of your current portfolio, list of funds you have invested in, and current P&L over it. It also has a history of all the previously completed orders for the current financial year.
Click the link to access the Upstox Mutual Funds portal - https://upstox.com/mutual-funds
Follow the simple steps below to download Mutual Funds account statement:
Step 1: Click on the ‘Sign in’ tab on the top right side of the screen.
Step 2: Use the same login credentials as that of the Upstox trading platform.
- Enter registered mobile number with Upstox and click on ‘Get OTP’
- Enter the 6-digit OTP received on registered mobile number and email id. Click on ‘Continue’.
- Enter the 6-digit PIN and then click on ‘Continue’.
Step 3: Click on the ‘MF Portfolio’ on the top left side of the screen.
Step 4: Click on ‘Download Statement’.
Step 5: Your mutual funds statement will now be downloaded on your device.