How can I manage merger of schemes for Mutual Fund in MProfit?

Modified on Thu, 23 May 2024 at 08:11 PM


In this tutorial, we will explain how you can manage fund mergers for your mutual fund schemes in MProfit


Follow the steps below:


Step 1: Login to your MProfit account and right-click on the desired mutual fund.


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Step 2: Select Other Transactions from the drop-down list and then select Add Fund Merger.


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Step 3: To merge funds, click the (+) icon, type the name, and select the Merging Into from the list that appears.


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Step 4: Enter the Asset name and select it from the list.


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Step 5: Next, mention the Folio No


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Step 6: Now, click Save


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Step 7: In the following window, mention the Date of the transaction. 


Then enter the Balance Shares after Merger and click Save


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This is how you can seamlessly add fund mergers for your mutual fund schemes in MProfit!



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