My Portfolio
How to add a nominee to your Mutual Funds 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 the nominee for you...
Fri, 1 Dec, 2023 at 11:10 AM
How can I check my Mutual Funds portfolio?
We have updated the app to give you a better experience Steps to check Mutual Funds portfolio if you’re on the new version of the Upstox app Steps to che...
Mon, 12 Feb, 2024 at 11:17 AM
How do I get dividends from my mutual fund investments?
The dividend declared by a company is paid to the unit holders in either of the following ways - Direct credit in the form of NEFT (National Electronic F...
Fri, 1 Dec, 2023 at 11:07 AM
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 ...
Fri, 1 Dec, 2023 at 11:32 AM
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 ...
Fri, 1 Dec, 2023 at 1:52 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 cond...
Fri, 27 Oct, 2023 at 3:49 PM
What is the procedure to dematerialize Mutual funds into Demat form?
Procedure to dematerialize Charges for dematerialising Dematerialising ELSS schemes To dematerialize physical mutual funds into demat form, you need...
Tue, 12 Dec, 2023 at 11:45 AM