How can I check my Mutual Funds portfolio?

To check your MF order history, log in to our Upstox app (investors mode).


Steps to access the MF portfolio via Upstox - For investors

Step 1: Click on Mutual Funds > Portfolio > Your portfolio > Investments

MFPortfolioInvestments.png


Step 2: Once you click on ‘Investments’ you will be able to see the funds you are invested in.


Step 3: Click on ‘Orders’ > 'View all' which will show you order status as Pending, Completed and Failed.


orderstatus.png


If you're using Trader mode:


  1. Log in to the Upstox app.


  1. Go to Holdings.


  1. Select Mutual Funds.


  1. Tap Investments to view your Mutual Fund portfolio.


Related Article:

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