Step 1: On the new Upstox app, from the ‘Account’ section switch to ‘Upstox for investors’ mode if you’re on Upstox Pro mode.

Step 2: Look for the Mutual Fund card and click on the dropdown.

Step 3: Click on the Update button. (External mutual funds Investments can be updated once every day).


Step 4: Enter OTP and click on 'Continue'.


Step 5: That’s it, It will take up to 30 mins to refresh your Investments.

Note: External mutual funds Investments can be updated once everyday.