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Value Research Mutual Fund Insight - Sep 2024

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This article was originally published on August 15, 2024.

This story is not available as it is from the Mutual Fund Insight September 2024 issue

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  • 1 Initiate the import on Value Research Enter your email ID or mobile number linked to your mutual fund investments. Click on the "Use 1 Import" button.
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  • 2 Authenticate on MF Central After being redirected to the MFC platform, enter the OTP received from MFC. Click on the “Authenticate with OTP” button to proceed.
  • 3 Select the Correct CAS Configuration On the CAS configuration screen, ensure the following options are selected:
    • Under “What type of data can be shared?”, select “Both Regular + Direct Investments” (this is selected by default).
    • Under “What extent of data can be shared?”, select “Transactions” (this is selected by default).
    • Under “Select the AMCs you want to include?”, select “Select All the AMCs”.
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  • 4 Download the QR Code and Return to Value Research Once the QR code is generated, click on the “Download QR Code” button to download it.
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  • 5 Upload the QR Code to Complete the Import Upload the downloaded QR code on the Value Research platform.
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  • 2 Are you only seeing a limited number of funds in your portfolio? Please select the “ALL AMC” option to ensure that funds from all AMCs are included and displayed in the portfolio.

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