My Portfolio - Upstox Help Center

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...
Wed, 14 Dec, 2022 at 6:12 PM

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 on an older version of our app Steps to check Mutual Funds ...
Thu, 20 Apr, 2023 at 2:39 PM

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 ...
Thu, 18 Aug, 2022 at 12:29 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

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 fu...
Thu, 15 Dec, 2022 at 11:28 AM

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...
Wed, 20 Jul, 2022 at 7:21 PM