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AMCs:

360 ONE
Abakkus
Aditya Birla Sun Life
Angel One
Axis
Bajaj Finserv
Bandhan
Bank of India
Baroda BNP Paribas
Canara Robeco
Capitalmind
Choice
DSP
Edelweiss
Franklin Templeton
Groww
HDFC
Helios
HSBC
ICICI Prudential
Invesco
ITI
JioBlackRock
JM Financial
Kotak Mahindra
LIC
Mahindra Manulife
Mirae Asset
Motilal Oswal
Navi
Nippon India
NJ
Old Bridge
PGIM India
PPFAS
Quant
Quantum
Samco
SBI
Shriram
Sundaram
Tata
Taurus
The Wealth Company
TRUST
Unifi
Union
UTI
WhiteOak Capital
Zerodha

SIFs:

Altiva
Apex
Arudha
Diviniti
DynaSIF
Magnum
Titanium
iSIF
qsif

SBI Small Cap Fund |
Nippon India Small Cap Fund |
SBI Large Cap Fund |
Axis Large Cap Fund |
Axis ELSS Tax Saver Fund |
SBI Focused Fund |
HDFC Mid Cap Fund |
Axis Midcap Fund |
SBI Contra Fund |
HDFC Flexi Cap Fund |
Nippon India Growth Mid Cap Fund |
Axis Focused Fund |
ICICI Prudential Technology Fund |
SBI Midcap Fund |
SBI Technology Opportunities Fund |
HDFC Large Cap Fund |
ICICI Prudential Large Cap Fund |
CPSE ETF |
SBI Flexicap Fund |
Motilal Oswal NASDAQ 100 ETF |
Nippon India Multi Cap Fund |
SBI ELSS Tax Saver Fund |
DSP ELSS Tax Saver Fund |
SBI MNC Fund

Bank Of Baroda |
Canara Bank |
Union Bank Of India |
State Bank Of India |
Punjab National Bank |
UCO Bank |
Bharat Petroleum Corporation Ltd. |
Life Insurance Corporation of India |
Kotak Mahindra Bank Ltd. |
HCL Technologies Ltd. |
HDFC Bank Ltd. |
Manappuram Finance Ltd. |
Rail Vikas Nigam Ltd. |
REC Ltd. |
Sun Pharmaceutical Industries Ltd. |
Axis Bank Ltd. |
ICICI Bank Ltd. |
Bajaj Finserv Ltd. |
Reliance Industries Ltd. |
Trident Ltd. |
Havells India Ltd. |
Dabur India Ltd. |
Tata Motors Passenger Vehicles Ltd. |
Vedanta Ltd. |
Tata Technologies Ltd

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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.
You will be redirected to the MFC (MF Central) platform to continue the process.
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”.
After confirming the above selections, click on the “Generate QR Code” button.
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.
On the final screen, click on the “Continue” button. You will then be redirected back to the Value Research platform.
5 Upload the QR Code to Complete the Import Upload the downloaded QR code on the Value Research platform.
After a successful upload, the import process will begin automatically. The process usually takes 1–2 minutes. Once completed, your mutual fund investments will be imported successfully.

1 Are you only seeing Regular or Direct Mutual funds in your portfolio? Please ensure that you have selected both “Regular and Direct” investment options. Selecting only one option will result in the import of that specific investment type only.
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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