1) On the portfolio summary screen, click on the + button and click Add Transaction.
2) Under Asset Class, select Mutual Funds (Equity) or Mutual Funds (Debt).
3) Enter the details in the input form.
For the MF Name field, select the Mutual fund scheme name from your existing list, if this is an existing MF scheme in your portfolio.
If you are entering the first transaction for any new scheme, add the mutual fund name with your folio number by click on + sign in the MF Name field (as highlighted in the image below).
For a new MF scheme, enter and save the details as per example below:
4) After you have entered all details, save your MF transaction by clicking Save in the input form.
