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Where can I view my Mutual Fund portfolio?

The Portfolio page is divided into two sections: Current and Transactions .

Current Portfolio

This section displays the mutual fund schemes you've invested in, with scheme-wise details such as:

Scheme Name
Category & Sub-category
Units Held
Invested Value
Current Value
Gain/Loss
Absolute Returns / XIRR (%)

You can interact with each scheme card:

Tap on a scheme card to view up to the last 4 transactions for that scheme.
Tap on "Show more" to view the complete transaction history for the scheme on a detailed page.

At the bottom of the detailed view, you will find two action buttons:

Redeem
Invest More

These options let you manage your investments directly from the portfolio view.

Transactions

This section will show all your successful transactions. Here you can filter them by date range as well. Clicking on any of the transaction card will take you to its details page.

Last updated: 5 Months Ago

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