You can download your Statement of Account (SOA) or Gain-Loss report from My Investment on the website or app look for the reports or statements section, where you can generate these for a specific date range. The SOA shows your complete transaction history, while the Gain-Loss report specifically breaks down […]
Where do I check how much I’ve invested and what it’s worth today ?
Go to My Investment on the website or app this shows your complete portfolio, including how much you’ve invested, the current value, and your overall gains or losses across all your holdings. You can view this at a fund level too, so you can see how each individual scheme is […]
I invested in a mutual fund – why isn’t it showing in my portfolio yet ?
Your investment usually reflects in your portfolio once the fund house has processed the transaction and units have been allotted; this isn’t instant, especially if your payment hasn’t been realised yet. If you invested recently, give it a working day or two to show up. If it’s been longer than […]
Why did a new folio number get created when I invested again ?
A new folio gets created when your investment details like your name, holding pattern (single/joint), tax status, or bank account don’t exactly match an existing folio you already have with that fund house. If everything matches an existing folio exactly, your new investment typically gets added to it instead of […]
What happens if my SIP installment gets skipped for 3 months in a row ?
If your SIP debit fails for 3 consecutive months due to insufficient balance, an expired mandate, or any other reason the SIP gets automatically cancelled. This means you won’t just miss those installments; the SIP registration itself stops, and no further debits will be attempted even if you fix the […]
Why did my SIP installment not get debited ?
There are a few common reasons a SIP debit can fail: Insufficient balance – the most common reason. If your bank account doesn’t have enough funds on the debit date, the transaction fails, and depending on your bank, a bounce charge may also apply. Mandate not approved or expired – […]
Why was I charged a bounce fee when my SIP didn’t go through?
A bounce charge applies when your SIP installment fails due to insufficient balance in your bank account on the debit date. The exact fee varies depending on your bank’s own charges for failed auto-debit attempts. To avoid this, make sure your account has sufficient funds a couple of days before […]
How do I cancel my SIP?
Go to My Investment, then SIP Calendar this shows all your active SIPs. Select the one you want to stop and cancel it from there. Since cancellations take up to 7 working days to process, submit your request a few days before your next SIP date if you want to […]
Can I change my SIP amount or date without cancelling it?
You can’t directly edit an active SIP’s amount or date instead, you’ll need to cancel the existing SIP and set up a new one with the updated amount or date, within the same folio. Keep in mind the 7 working day processing timeline applies here too, so time your cancellation […]
Why didn’t my SIP start (or stop) on the exact date I chose?
SIP registrations and cancellations typically take up to 7 working days to process before they take effect. So if you register a new SIP or request a cancellation just a few days before your intended start or stop date, it may not apply in time for that cycle. This isn’t […]