Portfolio

How do I import my existing portfolio?
To move completely to direct plans, we recommend the following steps (entire process is online) – - Import your mutual fund portfolio Follow the ste...
Tue, 19 Apr, 2022 at 5:11 PM
Why are my non-Kuvera transactions not updating in my Kuvera account?
External (non-Kuvera) transactions will not get auto updated in Kuvera as the Fund Houses confirm the transaction to the source from where the transaction o...
Thu, 7 Oct, 2021 at 10:46 AM
How do I do folio consolidation?
Since folios are maintained with the AMC/RTAs, the request to merge folios needs to be placed with AMCs directly. You can raise a service request from MF Ce...
Thu, 14 Mar, 2024 at 10:30 PM
Why are my external transactions not updating in my Wealth account?
External transactions will not get auto updated in the Wealth Account as the Fund Houses confirm the transaction to the source from where the transaction or...
Wed, 20 Apr, 2022 at 3:01 PM
What is NAV (Net Asset Value)?
The Net Asset Value (NAV) of a mutual fund is the price at which units of a mutual fund are bought or sold. It is the market value of the fund after deducti...
Thu, 7 Oct, 2021 at 10:45 AM
How and when is the NAV calculated (Net Asset Value)?
Mutual fund assets usually fall under two categories – securities & cash. Securities, here, include both bonds and stocks. Therefore, the total asset va...
Thu, 7 Oct, 2021 at 10:46 AM
Markets are down and some or all of my investments are in loss, should I sell my holdings?
Markets don't go up in a straight line and this is how it has always been. If you look at the history of the markets it helps to stay invested through t...
Sat, 19 Feb, 2022 at 12:00 PM