MF Portfolio

How to stop tracking external mutual fund folios?
Once imported, you cannot delete your external Mutual Fund folios completely, as this may lead to data discrepancy. You can however, choose not to refresh /...
Mon, 4 Nov, 2024 at 1:59 PM
Can I invest / redeem my external mutual funds in Demat format?
You can make new investments in the same fund as your Demat-format external Mutual Fund. However, please note that these will be tracked in a separate folio...
Mon, 4 Nov, 2024 at 1:53 PM
Why is a new folio generated every time I invest in my mutual funds from external portfolio?
Dhan might create a new folio for an investment in an external Mutual Fund in case you have not invested in any fund from that AMC on Dhan. If you have, you...
Mon, 4 Nov, 2024 at 1:50 PM
Will my external investments update automatically?
No, external mutual funds will not update automatically on Dhan. You can manually refresh your external mutual funds data every 7 days. Once refreshed, your...
Mon, 4 Nov, 2024 at 1:47 PM
How should I top-up my Portfolio of Mutual Investments on Dhan?
Topping up your Mutual Fund portfolio on Dhan is a simple and easy process. Here's a step-by-step guide: Navigate to your Portfolio summary and ta...
Wed, 29 Nov, 2023 at 11:50 AM
Why are my non-Dhan Transactions not updated on my Dhan Portfolio?
Your existing Mutual Fund Portfolio to Dhan is not available, hence you will not be able to track the non-Dhan investments on Dhan. We anticipate making thi...
Wed, 29 Nov, 2023 at 11:50 AM
How do I import / transfer my existing Mutual Fund Portfolio to Dhan?
The feature to transfer your existing Mutual Fund Portfolio to Dhan is currently in development. We anticipate making this feature available soon and will n...
Wed, 29 Nov, 2023 at 11:49 AM
How frequently is the Mutual Funds Portfolio updated on Dhan?
Your Mutual Funds Portfolio is updated in real-time as soon as we receive allotment confirmation from the Asset Management Company (AMC). This ensures that ...
Wed, 29 Nov, 2023 at 11:49 AM
I made a few Mutual Fund investments on Dhan recently, yet my Portfolio is not updated.
Mutual Fund units are typically allocated after a processing period of 3 working days. Once the units are allocated, you can expect the updated information ...
Wed, 29 Nov, 2023 at 11:49 AM
How do I track my Mutual Fund Investments made via Dhan?
Mutual Fund Investments made via Dhan will reflect in your Portfolio on Dhan after confirmation by the AMC.  To monitor your Mutual Fund Investments on Dha...
Wed, 29 Nov, 2023 at 11:48 AM