Now discover Equity Mutual Funds easily from the collections tab. The collections are curated by us based on overall risk and return calculations using alpha, sortino and sharpe. The categories are sorted by alpha.
A) If you're using Web Portal, read this
Step 1: Visit the Upstox web portal.
Step 2: Click on Mutual Funds where you can explore Investment ideas and Fund categories.
Step 3: Here you can see top Equity Mutual Funds to invest in.
- Large Cap Funds
- Mid Cap Funds
- Small Cap Funds
- Large & Mid-Cap Funds
Step 4: You can also select the filters as per the Category, Rating, AUM, Fund house, Fund Plan.
Step 5: Once you explore the funds, you will be able to see 3Y CAGR, Expense ratio, Returns vs category and Risk vs category.
B) If you're using Upstox App, read this
Step 1: Log in to the Upstox app using your 6-digit PIN or Biometrics.
Step 2: Navigate to the 'Discover' tab in the bottom navigation bar and select 'Mutual Funds - Explore Funds' from the Mutual Funds card.
Step 3: Next you will see three options as All Funds, Collections and MF Portfolio. Click on Collections to explore and invest on the top collections curated by us for the Equity category.
Step 4: Here you can see top Equity Mutual Funds to invest in.
- Index Funds (this is without risk-return calculations)
- Large Cap Funds
- Mid Cap Funds
- Small Cap Funds
Step 5: You can also select the filters as per the fund plan - Growth, Dividend Payout and Dividend Reinvestment.
Step 6: Once you explore the funds, you will be able to see 3 years CAGR (Compounded Annual Growth Rate) and Expense ratio
