To track your mutual fund investments in Angel One, simply log in to your Angel One account and go to the Mutual Funds section. Here, you can see all your invested mutual funds, their current value, returns, and portfolio details. This helps you keep an eye on your investments and make better decisions.

How to View Your Mutual Fund Portfolio in Angel One?

After logging in, click on the ‘Mutual Funds’ tab. Here you will find a detailed list of all your mutual fund investments. You can check the fund names, amount invested, current NAV (Net Asset Value), units held, and the overall portfolio value. This summary makes it easy to track how your investments are performing over time.

How to Track Returns on Your Mutual Funds?

Angel One shows your mutual fund returns clearly in the portfolio section. You can see the absolute returns and percentage gains or losses for each fund. You can also track your returns over different time periods like 1 month, 3 months, 1 year, or since the date of investment. This helps you understand which funds are performing well.

Can You Track SIP Investments in Angel One?

Yes, Angel One lets you track your Systematic Investment Plans (SIPs) easily. In the mutual funds section, SIP investments are listed separately or highlighted under each fund. You can view the SIP amount, frequency, next due date, and total invested through SIP. This helps you stay on top of your regular investments.

How to Set Alerts and Notifications for Your Mutual Funds?

Angel One allows you to set alerts for your mutual fund investments. You can get notifications for SIP due dates, dividend payouts, or changes in NAV. To enable alerts, go to the app or website settings and customize your communication preferences. This way, you never miss important updates about your mutual funds.

How to Download Mutual Fund Statements in Angel One?

You can download your mutual fund statements from your Angel One account anytime. Just go to the mutual funds section and select ‘Statements’ or ‘Reports.’ Choose the date range and download the PDF of your investments, transactions, and returns. Having these statements helps you keep records for tax filing or review.

How Can You Benefit from Tracking Your Mutual Funds Regularly?

Tracking your mutual funds regularly helps you stay updated on your investment performance and market changes. It lets you decide when to increase your investments, switch funds, or redeem your units to meet your financial goals. With Angel One’s easy tracking tools, you can make smart, timely decisions that grow your wealth steadily.