To track your mutual fund SIP performance in Angel One, log in to your Angel One account and go to the ‘Mutual Funds’ section. Here, select ‘SIP Portfolio’ to view all your SIP investments and check their current value, returns, and growth over time. You can easily see how your money is growing month by month and whether your investment is on track to meet your financial goals.

Where Can I Find My SIP Portfolio?

You can find your SIP portfolio in the ‘Mutual Funds’ tab after logging into your Angel One account. This section lists all your active SIPs clearly, showing important details like how much you invest every month, your total invested amount, and the current market value of each SIP. This helps you keep track of your investments in one place without any confusion.

How Do I Check the Returns on My SIPs?

Angel One shows SIP returns in easy-to-understand formats, such as percentage and absolute rupees gained. You get both the absolute return since the start of your SIP and the annualized return (CAGR). This way, you can see exactly how well your investments are performing and decide if you want to continue, increase, or stop your SIP.

Can I See My SIP Investment History?

Yes, Angel One provides a complete history of your SIP transactions. You can check the dates when the SIP installments were paid, the amount invested each time, and how many units were purchased. This history helps you verify your investments and ensures everything is transparent and easy to understand.

Is There a Mobile App Feature to Track SIPs?

The Angel One mobile app makes it easy to track your SIP investments anytime, anywhere. You get instant updates on how much your SIPs are worth right now, your returns, and overall portfolio performance. The app is user-friendly and perfect for those who want to keep an eye on their investments on the go.

Can I Download My SIP Performance Report?

Angel One lets you download detailed SIP performance reports in PDF or Excel formats. This report includes all important data like total investment, current value, returns, and transaction history. You can save this report for your records or share it with your financial advisor for better investment planning.

How Often Should I Check My SIP Performance?

It’s good to check your SIP performance every few months to see if your investments are growing as expected. Regular tracking helps you make changes if needed, like increasing the SIP amount or switching to a better mutual fund. Angel One makes this easy by providing clear data so you don’t miss out on important updates.