How to Delete a Scheme from a Portfolio?

The Delete option for Mutual Funds allows you to remove the mutual funds from the Portfolio Tracker.

Step 1

Go to Portfolio Tracker Homepage, select the portfolio from which you want to delete the scheme and click on <Go>.

Step 2

Select the schemes that you wish to delete from the Portfolio Tracker.

Note: In this case, we are deleting Fidelity Global Real Assets G and JP Morgan India Active Bond G from the portfolio.

Step 3

Click on <Delete>.

You will now be directed to the Delete Scheme(s) page.

Step 4

Now you, can either delete the selected schemes individually by clicking on the corresponding Delete link.


Delete all the schemes at once by clicking on the Delete All button.

While deleting the transactions, you will see a pop up that will ask you to confirm your action.

Once you click on <OK>, you will be directed to the Consolidated Holdings report.

You will notice that Fidelity Global Real Assets G and JP Morgan India Active Bond G have been removed from the Portfolio Tracker.

Note: Use the <Delete> option only if you do not want the transactions to be reflected anywhere.
Related Links: Get Started:
  • How to buy a new Scheme in Mutual Fund Portfolio?
  • How to edit a Mutual Fund Transaction?
  • How to sell schemes in a Mutual Fund Portfolio?
  • Delete a scheme from your portfolio
  • Sell schemes in your portfolio