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.

-OR-

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