For the New Upstox App:
To download your ELSS and Capital Gains on Mutual Fund report, follow these steps.
Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Switch to ‘Upstox for Investors’ to access your investment options.
Step 3: Click on the ‘Mutual Funds’ section.
Step 4: Click on ‘Portfolio’ and scroll down to find ‘Your Portfolio’.
Step 5: Look for the ‘Tax Proof’ option and click on it.
Step 6: You can now easily download your tax report, including ELSS statements and Capital gains.
Step 7: Choose the financial year you need and download or email the reports in PDF or XLSX format.
Alternatively, you can download your ELSS and Capital Gains report by following these steps:
Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Tap on ‘Account’.
Step 3: Proceed to ‘Profile’ and select ‘My accounts’.
Step 4: Choose ‘Reports’ and navigate to Mutual Funds > Reports > Mutual Funds to access your
ELSS and Capital Gains report.
Using the Upstox Website:
Step 1: Log in to the Upstox web platform.
Step 2: Click on the profile icon located at the top right corner.
Step 3: Select the ‘Reports and Corporate Actions’ section.
Step 4: Click on ‘Mutual Funds’ to locate your ELSS and Capital Gains reports.
Step 5: Select the financial year and you can download or email the reports in PDF or XLSX format.
For the Older Upstox App:
Step 1: Log in to the Upstox app.
Step 2: Tap on the Profile icon.
Step 3: Access the ‘Reports and Corporate Actions’ section.
Step 4: Select ‘Mutual Funds’ to find your ELSS and Capital Gains reports.
Step 5: Select the financial year and you can download or email the reports in PDF or XLSX format.