How can I check my Mutual Funds portfolio?

To check your order history, log in to our Upstox app and click on the ‘Account’ tab from the bottom navigation bar and switch to ‘Upstox - For investors’ using the toggle button above on the screen. You can also access the MF portfolio via 'Upstox - Pro mode' from the Discover section.

Steps to access the MF portfolio via Upstox - Pro mode:

Step 1: Click on the Discover section.

Step 2: You will see a tab 'Mutual Funds' on the top.

Step 3: Under Mutual funds, click on ‘Your portfolio’ to view your MF portfolio.

Steps to access the MF portfolio via Upstox - For investors:

Step 1: Click on Mutual Funds > Portfolio > Your investments

Step 2: Once you click on ‘Investments’ you will be able to see the funds you are invested in.