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 on the below link to visit 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


Happy Trading,

Team Upstox