How can I download my Mutual Funds account statement?

Mutual funds account statement gives you a summary of your current portfolio, list of funds you have invested in, and current P&L over it. It also has a history of all the previously completed orders for the current financial year.


Click the link to access the Upstox Mutual Funds portal - https://upstox.com/mutual-funds


Follow the simple steps below to download mutual funds account statement:


Step 1: Click on the ‘Sign In’ tab on the top right side of the screen.



Step 2: Use the same login credentials as that of the Upstox trading platform.

  • Enter registered mobile number with Upstox and click on ‘Get OTP’
  • Enter the 6-digit OTP received on registered mobile number and email id. Click on ‘Continue’.
  • Enter the 6-digit PIN and then click on ‘Continue’.


Step 3: Click on the ‘MF Portfolio’ on the top left side of the screen.



Step 4: Click on ‘Download Statement’.



Step 5: Your mutual funds statement will now be downloaded on your device.


Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.

Upstox Community