Mutual Funds

Mutual Funds on Upstox 6

• Invest in mutual funds with Upstox
• Understanding Mutual Fund Order Charges on Upstox
• List of AMCs Available on Upstox
• How can I pay for SIP or Lump sum order?
• Banks available under different payment modes

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SIP and One-Time Investment 31

• Important Update: Changes for Paytm Payments Bank Customers
• How to place a Mutual Fund SIP order on the new Upstox app?
• What are the steps to add a step-up to a new Systematic Investment Plan (SIP) on Upstox?
• What are the steps to add a step-up to an existing Systematic Investment Plan (SIP) on Upstox?
• How to automate Mutual fund SIPs on Upstox?

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My Portfolio 8

• How to add a nominee to your Mutual Funds holdings?
• How can I check my Mutual Funds portfolio?
• How do I receive dividends from my Mutual Fund Investments?
• How can I update my email or mobile number registered with the AMC for my mutual fund investments?
• Why am I not able to log in to the AMC website using the mobile no./email registered with Upstox to check my investments?

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Redeem or Sell 8

• How do I redeem my mutual funds investments?
• How to sell my Mutual funds using my CDSL T-PIN?
• How long will it take for my MF units redemption amount to reflect in my bank account?
• What should I do if I want to redeem my MF investment by selecting the sell by amount/units option?
• What is the Mutual Fund Settlement Cycle?

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Tax on Mutual Funds Investments 4

• How can I download my Mutual Funds account statement?
• How are Mutual Funds investments taxed?
• How to save taxes with Mutual funds? What are ELSS funds?
• How can I download my ELSS and Capital Gains on Mutual Funds report?

Discover Mutual Funds 10

• How do I search for Mutual fund schemes to invest in?
• How to choose a fund using the Explore section?
• What are Smartlists?
• What are the different categories of mutual funds?
• Why start investment with Index funds?

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Fund Details, glossary and others 15

• What are Direct Mutual Funds?
• What does NAV mean?
• What are open ended and closed ended funds?
• What does a lock-in period mean in Mutual Funds?
• What is an exit load?

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Mutual Fund Baskets 2

• Why Choose Mutual Funds with Ready-Made Baskets?
• Frequently Asked Questions (FAQs) Regarding Additional Features of Ready-Made Investment Baskets