We have updated the app to give you a better experience
- Steps to check Mutual Funds portfolio on an older version of our app:
- Steps to check Mutual Funds portfolio if you’re on the new version of the Upstox app
1. Steps to check Mutual Funds portfolio on an older version of our app:
Step 1: Log in to the Upstox app by entering mobile number or User ID.
Step 2: Enter the OTP.
Step 3: Now enter your 6 digit PIN.
Step 4: Navigate to the 'Invest' tab in the bottom navigation bar and select 'MF portfolio' within the Mutual Funds section.
Step 5: Under ‘MF portfolio’, click on ‘View Investments’.
Step 6: Here you will be able to view your investments.
Step 7: When you click on an investment, it will give you a detailed view of the selected investment.
2. Steps to check Mutual Funds portfolio if you’re on the new version of the Upstox app
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 two tabs - Futures & Options and Stocks & IPO.
Step 3: Click on ‘Stocks & IPO’ where you will see the Mutual funds section.
Step 4: 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.
Step 3: Click on ‘Orders’ > View all which will show you order history of Pending orders and Closed orders with date,amount and status.