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 -

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

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