We have updated the app to give you a better experience

Steps to check Mutual Funds portfolio on an older version of our app:

Step 1: Log in to the Upstox app using your User ID and Password.


Step 2: Enter your birth year to verify your account.


Step 3: Go to the 'Invest' tab from the bottom navigation bar and click on 'MF portfolio' from the Mutual Funds section.


Step 4: Under ‘MF portfolio’, click on ‘View Investments’. 

Step 5: Here you will be able to view your investments. 

Step 6: When you click on an investment, it will give you a detailed view of the selected investment.


Click here to explore our new app


Steps to check Mutual Funds portfolio on the updated version of the Upstox app

Step 1: Log in 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 ‘Your portfolio’ from the Mutual Funds card.


Step 3: You will be directed to the Mutual Funds web page. Here click on ‘View Investments’ under ‘MF Portfolio’.

Step 4: You will be able to view your Mutual Funds investments.


Step 5: When you click on an investment, it will give you a detailed view of the selected investment.