Investing with Mutual Funds

How do I search for Mutual fund schemes to invest in?
1. Login to the Upstox app using your 6-digit PIN or biometrics.  2. Go to the ‘Discover' tab from the bottom navigation bar and click on 'Mut...
Wed, 2 Mar, 2022 at 9:41 AM
Why does my Mutual fund order get rejected?
Your Mutual fund order will get rejected due to: Insufficient balance in your trading account for the order to be placed. If you sell your MF holdings...
Wed, 2 Mar, 2022 at 9:43 AM
Which date’s NAV will be considered for the units allotted to me?
Suppose the order has been placed before the cut-off time, the units will be allotted at that day’s NAV - the day on which the order was placed and executed...
Wed, 2 Mar, 2022 at 9:44 AM
What is a lump-sum investment?
A lump sum investment is depositing your entire investment amount at one go. Lump-sum investment is a popular way of investing in Mutual funds. If you inves...
Wed, 2 Mar, 2022 at 9:46 AM
How do I pay my missed SIP instalment?
SIP instalment is missed either when your bank account balance has insufficient funds at the time of deduction of instalment or your SIP is not linked to yo...
Fri, 3 Jun, 2022 at 3:16 PM
What happens if I miss my mutual fund SIP instalment?
Missing your mutual fund SIP instalment usually happens when an investor has insufficient balance in the bank account or when your mandate is not approved. ...
Fri, 3 Jun, 2022 at 3:18 PM
How to check/download the Mutual Funds Statement?
Please click on the link below to visit the Upstox Mutual funds portal. https://upstox.com/mutual-funds 1. Click on the “Sign in” tab on the top right sid...
Mon, 6 Jun, 2022 at 1:45 PM