Discrepancy in Mutual Fund Holdings – Missing Funds and Reduced Quantities

Mutual Funds
1

I am writing to report a discrepancy in my mutual fund portfolio linked to my demat account. I have purchased multiple mutual funds for last 8 years; however, I noticed that:

  1. Some of the mutual funds I purchased are not visible in the mutual fund portfolio section.
  2. For a few funds that are visible, the quantity shown is lower than the actual units purchased.

These discrepancies are concerning, and I request a detailed investigation into the issue. Are anyone facing same issues?

1 Like
2

Hi @AMIT_1030974,

Could you please raise a ticket here https://upstox.com/contact-us/get-in-touch/?hl=en_US with relevant screenshots so we can check this? Thanks.

3

I already raised ticket with Id: 9378735. It has not been not resolved yet. So confirming that am I one only facing this issue or everyone.

4

Same here. Facing the same issue, raised the ticket but no response yet. Upstox support seems really slow. I’ve been using this platform from last 7 years with a blind trust

1 Like
5

I have been also using Upstox for last 7-8 years. Support response is not positive, team are also not looking it seriously.

Instead of focusing on core services like these, they are busy in providing Loan & Insurance.

Basic MF Services like STP, SWP are missing.

Applied for Easiest just because of this reason, but not even approving trusted account, while in Zerodha and other brokers its maximum 24 hours.

Just opened Upstox insurance once, have been spamed by upstox for a week and now here no any proactive action or response.

Pehle jo aapka dhandha hai usko to thik se chalao, baad me dusro ke dhandhe me ghuso.

6

Yes, I too facing this issue on 19-Jun-25.
Some MF in my portfolio are missing and some are having lesser units totalling to 4 lakhs lesser than usual, raised a ticket but no reply for past 3-4 hours

7

I verified in cdsl easy and I could see the MF units correctly. Hence it looks like a bug from upstox side or may be some fraud brewing ???
Looking like un-reliable and un-dependable for long term

8

@Ushnota – Based on this conversation, it appears to be a critical issue on your platform and faced by many users. It should be treated as a high-priority matter and resolved promptly. Incidents like these raise serious trust concerns with the Upstox platform. Personally, this experience has made me reconsider whether to continue my mutual fund investments with Upstox. Had the issue been resolved on the same day, I wouldn’t have had any doubts. However, delays like this create uncertainty and risk for investors using the platform.

9

Yes but to redeem those fund it requires to appear on upstox platform. If its not visible, then I can’t redeem as well.

10

Hi @SAMPATH_1339298,

Could you please share the ticket ID so I can take a look at it? Thanks.

11

Have taken a note of your ticket ID, @AMIT_1030974. Will check this and get back to you, thanks.

12

Hi @CHINMAY_1061630,

Sorry to hear this. Could you please share your ticket ID with us so that I can check this? Thanks.

13

9385538

14

9379603

15

HI @SAMPATH_1339298 / @CHINMAY_1061630,

Thanks for sharing your ticket IDs. Will check and get back to you.

16

It’s been over 48 hours now, since I raised my ticket. I guess complaining to SEBI and CDSL is the best option.

17

Hi @CHINMAY_1061630,

I’ve already escalated it internally to the concerned team and will keep you updated as soon as I hear back. Appreciate your patience.

18

This issue has been resolved for me. Thanks and appreciate better/quick support on such issues.

1 Like
19

Hi @AMIT_1030974,

Thanks for confirming that your ticket ID 9378735 is now resolved. Happy trading!

20

Hi @CHINMAY_1061630,

Your ticket ID 9379603 is now resolved. Please check and let us know, thanks.