Investing with Mutual Funds

No SIP Auto-Debit
Check Points: Mandate should be approved before the SIP installment due date. Between two installments there should be a gap of your selected frequency. ...
Tue, 26 Oct, 2021 at 4:21 PM
What are Direct Mutual Funds?
If you want to book tickets to travel somewhere, you need to contact an agent for it. The agent is the middleman between you and the travel agency. If you...
Mon, 28 Feb, 2022 at 5:55 PM
How to add a nominee to Mutual fund holdings?
The nominee for your Mutual fund holdings is the same as that of your demat account. So, the nominee added to your Demat account will be nominee for your MF...
Mon, 28 Feb, 2022 at 5:58 PM
Can I switch between two different schemes of the same AMC?
A switch means to redeem one fund and purchase another fund within the same AMC. For example, if you invested in a small-cap fund and as per market conditi...
Mon, 28 Feb, 2022 at 5:59 PM
Why am I not able to log in to the AMC website using the mobile no./email registered with Upstox to check my investments?
You will not be able to manage or track your portfolio on the AMC website as your investments are in Demat form, with CDSL. You can check your Mutual fund ...
Mon, 28 Feb, 2022 at 6:07 PM
What is the process to change my email or mobile number registered with the AMC, for my MF investments?
If you have updated your mobile number, email id, address, or your bank account number with Upstox, the details get captured with CDSL depository. Although ...
Mon, 28 Feb, 2022 at 6:09 PM
How to calculate the Exit Load of my Mutual fund investments?
An exit load refers to the fee that the Asset Management Companies (AMCs) charge investors at the time of exiting or redeeming their fund units. An Exit loa...
Mon, 28 Feb, 2022 at 6:13 PM
What are ELSS funds and how does it help in tax planning?
An equity-linked savings scheme (ELSS) is an open-ended equity Mutual fund offering tax benefits up to ₹1,50,000, under Section 80C of the Income Tax Act, 1...
Mon, 28 Feb, 2022 at 6:17 PM
What does NAV mean?
NAV is the price you pay for the units of the Mutual fund scheme. You would find the performance of a Mutual fund scheme denoted by NAV or the Net Asset Val...
Mon, 28 Feb, 2022 at 6:18 PM
Is GST included in the Mutual fund expense ratio?
Since AMCs provide money management as a service; it comes under the purview of GST. The expense ratio of Mutual funds is inclusive of GST. You do not need ...
Mon, 28 Feb, 2022 at 6:25 PM