How to refresh external Mutual Fund Investments on Upstox Investors mode?

Step 1: Log in to the new Upstox app and access the Mutual Fund section directly from the Home screen.


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Step 2: Go to the ‘Portfolio’ section to view your Mutual Fund investments. Tap on ‘Total Mutual Funds’ to see a breakdown between Upstox and Linked Mutual Funds.


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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.

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