How can I track my mutual fund portfolio on FYERS?
FYERS provides a unified view of your mutual fund investments across both web and mobile platforms. You can monitor your portfolio's performance, NAV changes, total returns, and day's profit & loss from one convenient dashboard.
Steps to track your mutual fund portfolio
- Log in to FYERS (Web or Mobile).
- Go to the 'Portfolio' section from the main navigation menu.
- Click on 'Mutual funds' to access your holdings.
View key metrics such as:
- Current and average NAV
- Total units held
- Invested amount vs. current value
- Day's P&L
What if...
| Scenario | Explanation |
|---|
| Your portfolio shows zero units | Check your 'Orders' tab to confirm if investments were successful. |
| You’re not seeing recent investments | It can take 1–2 working days for units to reflect after the purchase. |
| You redeemed some units | The remaining balance and updated values will be shown. |
| You use both SIP and lump sum | All transactions are consolidated in the portfolio view. |
For detailed insights, tap on any fund in your portfolio to view performance, summary, and pledge details.
Last updated: 11 Jun 2025
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