Invest
Invest
Stocks
Mutual Funds
IPOs
Fixed Deposit (FD)
Non Convertible Debentures (NCDs)
Personal Loan
National Pension System (NPS)
Insurance
Term Insurance
Motor Insurance
Corporate Insurance
Health Insurance
Tools
MF Return Calculator
SIP Calculator
ELSS Calculator
Brokerage Calculator
Gold Rate Tracker
Commodity Rates
Currency Converter
Holidays
Trading Holidays 2026
NSE Holidays 2026
BSE Holidays 2026
MCX Holidays 2026
Share Market Timing
More
Mutual Fund AMCs
Trade
Trade
Futures & Options
Commodities
Currency
Upstox x TradingView
Chart 360
Trading API
Algoverse
Tools
Brokerage Calculator
Span Calculator
NPV Calculator
Lumpsum Calculator
NPS Calculator
Option Value Calculator
SWP Calculator
Future Value Calculator
Trade Price Checker
View all calculators
News
Uplearn
Learning Center
Learning Center
Demat Account
Trading Account
Online Trading
Intraday Trading
Future and Options
Mutual Funds
Share Market
IPO
Help Center
Help Center
Submit Helpdesk Ticket
Announcements
Resources
Trading Glossary
Market Talk
Stock Market Holidays Calendar 2026
About us
About Us
Our story
Life at Upstox
Partner with us
Pricing

Mutual Funds

Building wealth can be easy. Learn everything about mutual funds.

AMFI's initiatives are focused on solving on making mutual funds more accessible to all.

What Is a Contra Fund and Who Should Invest in It?

11 min read

Credit Ratings

10 min read

Mark to Market in Mutual Funds

8 min read

Your Child's Mutual Fund Has Changed

6 min read

What is the Sharpe Ratio in Mutual Funds?

10 min read

5 Metrics to Check Before Investing in Equity Mutual Funds

8 min read

Different Types of Mutual Fund Returns: From CAGR to XIRR

7 min read

Can NRIs Invest in Mutual Funds in India?

4 min read

SIPs and the 7-5-3-1 Rule: A Wise Plan to Achieve Long Term Mutual Fund Success

6 min read

SIP vs Lumpsum – Which Investment Strategy is Right for You?

3 min read

Results per page:

10

25

50

of 20

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.

VIEW OTHER CATEGORIES

VIEW OTHER CATEGORIES

Home
/
Learning center
/
Mutual Funds

30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (W), Mumbai, Maharashtra 400013

Call:022-41792999

E-mail:support@upstox.com

Download the mobile application today

Popular Stocks
Indian Indices
Mutual Funds
Tools
IPO
Insurance
Commodities

IRFC Share Price Suzlon Share Price IREDA Share Price Tata Motors Share Price Yes Bank Share Price Adani Enterprises Share Price HDFC Bank Share Price NHPC Share Price RVNL Share Price SBI Share Price Tata Power Share Price Tata Steel Share Price Adani Power Share Price Paytm Share Price PNB Share Price Zomato Share Price BEL Share Price BHEL Share Price Infosys Share Price IRCTC Share Price LIC Share Price ITC Share Price Reliance Share Price Penny Stocks Stocks under 10 Stocks under 20 Stocks under 50 Stocks under 100 Stocks under 200 Stocks under 500 Stocks under 1000

Nifty 50 Nifty Next 50 Nifty Bank Nifty 100 Nifty 200 Nifty 500 Nifty Midcap 50 NIFTY Smallcap 50 India VIX SENSEX BSE100 BSE500 BSE200 BSEIPO BSE SMEIPO

SBI Mutual Fund HDFC Mutual Fund Nippon India Mutual Fund UTI Mutual Fund DSP Mutual Fund Index Fund Small Cap Mutual Fund Liquid Funds

Brokerage Calculator Margin Calculator SIP Calculator SWP Calculator NPS Calculator PPF Calculator Compound Interest calculator Gratuity calculator Simple Interest Calculator HRA Calculator FD Calculator GST Calculator Mutual Fund Returns Calculator EMI Calculator BMI Calculator

All IPO Open IPO Upcoming IPO Recently Listed IPO Closed IPO All SME IPO Open SME IPO Upcoming SME IPO Recently Listed SME IPO Closed SME IPO All Mainboard IPO Open Mainboard IPO Upcoming Mainboard IPO Recently Listed Mainboard IPO Closed Mainboard IPO

Insurance Term Insurance Motor Insurance Corporate Insurance

Gold Rate in India Gold Rate in Bangalore Gold Rate in Bhubaneswar Gold Rate in Chennai Gold Rate in Coimbatore Silver Rate in India Silver Rate in Bangalore Silver Rate in Bhubaneswar Silver Rate in Chennai Silver Rate in Coimbatore Petrol Rate in India Petrol Rate in Bangalore Petrol Rate in Bhubaneswar Petrol Rate in Chennai Petrol Rate in Coimbatore

Stocks

A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
Others

Products

Pro Web Pro Mobile Mutual Funds IPOs Futures And Options Stocks Indices Trading API Upstox x TradingView Trade Price Checker Chart 360

Company

Demat Account Equity Trading Trading Account Commodity Trading Open Mutual Fund Account Download Forms

Upstox

About Us Market Talk Brokerage Charges Announcements Press Releases Media Kit Bug Bounty Program Partner with us Contact Us Refer and Earn Help Center Glossary

Attention Investors & Disclaimer

Upstox Securities Pvt. Ltd.: SEBI Registration No. INZ000315837 | NSE TM Code: 13942 | BSE TM Code: 6155 | MCX TM Code: 46510 | CDSL Reg No.: IN-DP-761-2024 | CIN: U65100DL2021PTC376860 | POP Registration No. POP399082025 | Compliance Officer: Mr. Kapil Jaikalyani. Tel No.: (022) 24229920. Email ID: compliance@upstox.com | Registered Address: 809, New Delhi House, Barakhamba Road, Connaught Place, New Delhi - 110001 | Correspondence Address: 30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (West), Mumbai - 400013. | For any complaints, email at complaints@upstox.com and complaints.mcx@upstox.com.

About the Company

Upstox Securities Private Limited is a wholly owned subsidiary of RKSV Securities India Private Limited.

SEBI Scores

Procedure to file a complaint on SEBI SCORES: Register on the SCORES portal. Mandatory details for filing complaints on SCORES include: Name, PAN, Address, Mobile Number, and E-mail ID. Benefits include effective communication and speedy redressal of grievances. Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI, along with our Terms of Use and Privacy Policy.

Attention to Investors

Smart Online Dispute Resolution: SEBI has established an Online Dispute Resolution Portal (ODR Portal) for resolving disputes in the Indian Securities Market. This circular streamlines the existing dispute resolution mechanism, offering online conciliation and arbitration, benefiting investors and listed companies.

Collateral: Clearing Corporation has provided a web based facility that allows clients to view their disaggregated collateral placed. Please access them via these links NCL | ICCL

Kindly refer to the Advisory Guidelines issued by Exchanges for trading

Investment Disclaimer

Disclaimer: Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

*Brokerage will not exceed the SEBI prescribed limit and Annual Maintenance charges are free upto one year for users onboarded from 14-Feb-2025 onwards

We do not authorize any person or organization to conduct trades on behalf of Upstox customers. If you find anyone claiming to be part of Upstox or RKSV or representing Upstox/RKSV and offering such services, please send us an email at complaints@upstox.com

Use of New Validated UPI Handles in the Securities Market | CDSL voting on motions moved by Listed Companies

Insurance

RKSV Securities India Pvt. Ltd. ("Upstox") with registered office at 807, New Delhi House Barakhamba Road Connaught Place, New Delhi, Delhi-110001, Delhi (CIN: U74900DL2009PTC189166) is a Corporate Agent registered with Insurance Regulatory and Development Authority of India (IRDAI) (Category: Composite, IRDAI Regn No.-: CA0918 valid till 05-03-2027).

Disclosures/Disclaimers for Insurance Products

Email ID: insurancesupport@rksv.in

Bima Bharosa Portal: https://bimabharosa.irdai.gov.in/

IRDAI: https://irdai.gov.in/

Insurance Ombudsman: https://www.cioins.co.in/

Sitemap
Terms of Use and Privacy Policy
Trust & Security
Careers
Investor Charter
Client Bank Details

Mutual Funds

Want to open a Demat account?

Want to open a
Demat account?