A smart list is a collection of the best mutual funds based on a theme, sector, or company profile. These smart lists come along with smart filters. 

  • Once you’re logged into the Upstox app, visit ‘Explore’. 

  • Under Explore, you will see smartlists like Truths about investing, Match Nifty’s return etc.

  • Scroll down to check the ‘Investment ideas’ where you can find your suitable investment option.

  • Once you click on any smartlist and funds into it, you will be able to view sort and smart filters.

  • You can also sort it by Top funds, Closeness to Index, Fund size, 3Y CAGR, Expense ratio.