Display NAV in Mutual Fund Portfolio on webportal

Mutual Funds
1

Hi Upstox Team,
I have a small suggestion for the Mutual Fund section on the Pro.Upstox portal.

Right now, we can see Investment Value, Current Value, P&L, and Units Allocated — which is great. But the NAV isn’t shown, and NAV is quite important for long-term MF investors.

It would really help if the NAV value could be added to the Mutual Fund portfolio view. This small addition would make tracking MF investments much easier for many users.

Thanks!

2

Hi @SURENDRA_K_7305100 , thanks for the suggestion, we will add this to the roadmap. Meanwhile, on the app, you can go to the portfolio section, click on any of the funds under investments, there you will be able to see the average purchase NAV for your units. We will work on providing day wise NAV here as well

3

Hi @Nishant_Shah Thank you for your response. I truly appreciate your time and guidance. I have one more question — is there any platform that provides by Upstox for complete fundamental Analysis of companies, such as P/E, ROE, ROCE, balance sheet items, cash flow statement, and profit & loss data, all in one place.

4

Hi @SURENDRA_K_7305100 , if you are on pro mode (upstox for traders), you can click on any of the stocks and go to the ‘fundamentals‘ section. There you will see all key indicators and statements in one place. If you are in the invest mode (upstox for investors), again you can go to the stocks section and click on any of the stocks. Just scroll down and click on the ‘financial performance‘ tab. Let me know if this is clear or you need additional help

5

Hi @Nishant_Shah User ID - 2VAATH. Are you telling me that this fundamental-checking facility is available in the mobile app?
But I am asking about the web portal — I mostly use the web portal