We have updated the app to give you a better experience

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


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


2) Enter your birth year to verify your account.


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


4) Click on ‘MF portfolio’ and then click on ‘View Investments’. 

5) Here you will be able to view your investments. 

6) Next 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


1) Log in to the Upstox app using your 6-digit PIN or biometrics.


2) Go to the ‘Discover' tab from the bottom navigation bar and click on ‘Your portfolio’ from the Mutual Funds card.


3) Once you click on ‘Your portfolio’ you will be directed to the Mutual Funds web page. Here click on the ‘View Investments’ under ‘MF Portfolio’.

4) Now you will be able to view your Mutual Funds investments.


5) And when you click on an investment it will give you a detailed view of the selected investment.