My Portfolio

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...

To check your order history, log in to our Upstox app and click on the ‘Account’ tab from the bottom navigation bar and switch to ‘Upstox - For investors’ u...

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...

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 ...

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 ...

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...

Procedure to dematerialise  Charges for dematerialising Dematerialising ELSS schemes To dematerialise physical mutual funds into demat form, you need...

Before transferring Mutual Fund units to Upstox, ensure that any active SIPs in the scheme are cancelled. After the units are successfully transferred, you ...