New Index Investor
Portfolio
Funds
Quick Links

SIP Calculator
Index Investor New
Best Mutual Funds
Fund Monitor
New Fund Offering

More Tools
Value Research Fund Advisor More Features

Wealth Builder Funds Most suitable funds for any long-term growth portfolio

Steady Income Funds Funds for regular income seekers to derive dependable, inflation-protected income

Best Tax Saver Funds Funds that combine wealth creation with tax saving under Section 80C

Fund Screeners Go to Fund Screener

Narrow your fund search super efficiently based on multiple filters – fund categories, fund ratings, top AMCs, active vs passive, direct vs regular, and many more!

Explore more on Funds
Stocks
Quick Links

IPO Monitor
Stockwire
Stock Screeners
Market Watch
Who Owns What?
Value Research Stock Advisor
Stock Screeners
Go to Stock Screener

Top Rated Stocks High-quality businesses on the rise and available at attractive valuations.
Attractive Bluechips The largest, most consistently profitable and prestigious companies available at a bargain.
Peter Lynch Stocks A screen which marries both growth and value style of investing by the legendary portfolio manager.

Growth at reasonable price

Peter Lynch

Stocks at 5 year high

BSE Sensex

High dividend yield

Joel Greenblatt

Stocks at 5 year low

BSE 500

Explore more on Stocks
Podcast At financial summits, every speaker is selling something Who really wins when India invests Crashes are the best classroom March has more crises than days The wait is the work The oldest disruption in the book Not your emergency

Guides Investing Without the Noise Understanding India’s Indices A Beginner’s Guide to Passive Investing Key to financial mastery Master plan to retire rich Achieve your financial goals with mutual funds Great investing insights

Videos more videos

Why Gold Failed Its Biggest Test

Can factor investing really beat the market?

Knowledge Centre More

Index Investor

Get Started

Income Investor
Subscribe

EN हि
Sign Up

All
Mutual Funds/SIFs
Stocks
Stories
NPS

Recently Viewed

Clear All

Notifications

See All

Load more

live-icon

The right strategy to save taxes Confused about how to proceed with saving taxes this tax-saving season? Dhirendra Kumar provides a strategy

Tax Planning | 17-Jan-2020

The right strategy to save taxes

Confused about how to proceed with saving taxes this tax-saving season? Dhirendra Kumar provides a strategy

Other Videos

how-to-weather-market-storms

How to Weather Market Storms?

28-Feb-2025 · 67,892 Views

mid-small-caps-bubble-or-boom

Mid & Small Caps: Bubble or Boom?

21-Feb-2025 · 62,298 Views

tax-relief-today-savings-crisis-tomorrow

Tax Relief Today, Savings Crisis Tomorrow?

14-Feb-2025 · 52,825 Views

5-common-mistakes-that-tank-your-returns

5 Common Mistakes That Tank Your Returns

07-Feb-2025 · 78,896 Views

union-budget-2025-key-takeaways-insights-with-dhirendra-kumar

Union Budget 2025: Key Takeaways & Insights with Dhirendra Kumar

01-Feb-2025 · 38,655 Views

market-crash-should-you-stay-invested-or-not

Market Turbulence: Should You Stay Invested or Make a Move?

17-Jan-2025 · 47,339 Views

how-to-reach-100-crore

₹1 to ₹100 Crore: Expert Strategies for Wealth Creation

10-Jan-2025 · 77,121 Views

the-best-mutual-funds-to-invest-in-for-2025

How to Pick the Best Mutual Funds for 2026

03-Jan-2025 · 89,084 Views

children-education-investment-strategy

Smart investments for your kids' future

20-Dec-2024 · 92,869 Views

international-markets-best-way-to-invest

How to Invest in International Markets with Mutual Funds

13-Dec-2024 · 82,646 Views

small-caps-mid-caps-too-hot-to-handle

Small-Caps, Mid-Caps: Too Hot to Handle?

06-Dec-2024 · 95,592 Views

the-index-investing-revolution-why-everyone-s-talking-about-it

The Index Investing Revolution: Why Everyone's Talking About It

29-Nov-2024 · 74,235 Views

market-correction-strategies-to-avoid-panic-selling

Surviving Market Meltdowns: Lessons from the Sensex Fall

22-Nov-2024 · 23,500 Views

special-300th-episode-unlock-wealth-creation-with-mutual-funds

Special 300th Episode: Unlock Wealth Creation with Mutual Funds!

15-Nov-2024 · 1.1 Lakh Views

how-to-revamp-your-portfolio-this-diwali

How to revamp your portfolio this Diwali!

01-Nov-2024 · 78,572 Views

time-to-rethink-your-spending

Time to rethink your spending!

18-Oct-2024 · 74,121 Views

Explore All Videos

AMCs:

SIFs:

Altiva
Apex
Arudha
Diviniti
DynaSIF
Magnum
Sapphire
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

Quick Links

My Investments
My Watchlist
Subscriptions

Funds
Wealth Builder Funds
Steady Income Funds
Best Tax Saver Funds

Stocks
Top Rated Stocks
Attractive Bluechips
Peter Lynch Stocks
Stocks at 52-week-low
BSE Sensex

Archive
Subscribers' Helpline
The Index Investor
Get Started
Women & Money
Budget 2026
Value Research Helpline
Investors' Hangout
Value Investing
Growth Investor
Income Investor
Tax Planning
Insurance
IPO Updates
Stockwire
First Page

Tools
Portfolio Manager
Best Mutual Funds
Compare Mutual Funds
SIP Return Calculator
New Fund Offers
Best Stocks Selector
Tax Saver Investment Calculator
Who Owns What?
NPS Fund Performance
Inactive Funds

Download Mobile App

Newsletters

Resources

Knowledge Centre
Guides
Ask Value Research
Shop
Newsletters
Updates History
Our Methodologies
Learn
Value Research Hindi
Stock Rating

Premium Offerings

Value Research Fund Advisor
Value Research Stock Advisor
Value Research Pro

Value Research helps simplify the seemingly complex world of investing, helping you understand it and navigate it.

About Us
Careers
Contact Us
Advertise With Us

Follow us at :
Facebook
X
YouTube
LinkedIn
Instagram
Spotify

Copyright © Value Research India Private Limited 2026. All rights reserved.
Privacy Policy
Disclaimer
Sitemap

update-alert

New Process Alert

Redirecting you to MF Central in

You'll be redirected to MF Central shortly. Complete the process there, then return to Value Research to upload the QR code and finish importing your portfolio.

MFC Upload Gif

Still Confused? Read The Quick User Guide

Upload the QR Code

Please upload the QR code downloaded from the MF Central platform in the field provided below

Click to upload QR file

Maximum file size : 5MB (JPG, PNG, PDF)

upload in progress

Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.

Refer User Guide

Need to Re-Initiate? Go back to MF Central Platform

CAS Request Flow

Troubleshoot Guide

Complete the 5-step journey

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.

Notifications

Unlock Custom duration

Please subscribe to Value Research Fund Advisor to unlock the custom duration feature and enhance your experience.

Recommendations for the best investments and allocations that are most optimal for your goal

premium-user
Backed by research by a team of investment experts with over 30 years of experience

Continuous analysis and support from our team to make sure your goals stay on track

Subscribe Now

Share on Social media

loading...