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How can I download my ELSS and Capital Gains on Mutual Funds report?
To download your ELSS and Capital Gains on mutual fund report on the app, follow these steps:
Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Navigate to the 'Mutual funds' section directly from the Home screen.

Step 3: Click on ‘Portfolio’ and scroll down to find ‘Your portfolio’.

Step 4: Look for the ‘Tax proof’ option and click on it.

Step 5: You can now easily download your tax report, including ELSS statements and Capital gains.

Step 6: Choose the financial year you need and download or email the reports in PDF or XLSX format.

Alternatively, you can download your ELSS and Capital Gains report by following these steps:
Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Tap on the Upstox icon.
Step 3: Tap on your Profile name.
Step 4: Choose ‘Reports’ and navigate to Mutual Funds to access your ELSS and Capital Gains report. Here you can also download Trades and Holdings report.
Using the Upstox Website:
Step 1: Log in to the Upstox web platform.
Step 2: Click on Profile → My Reports → View all → Mutual Funds
Step 3: Select the Financial Year and click on Get report
Step 4: You can also download or email the reports in PDF or XLSX format.
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