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Where do I check my mutual fund portfolio in Kotak Securities?

You can track your mutual fund portfolio or holdings on the Kotak Neo app or Kotak Stock Trader app. Here are the steps;

Log in your Kotak Securities account.
Go to Invest tab at the bottom bar.
Go to mutual funds under Other Investments.
Tap on My Portfolio option.
Here, your mutual fund investment summary will be displayed.
Tap on view portfolio report to check all the mutual fund holdings.

Answered on 2024-02-17

Zerodha Trade@20

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