{"id":407319,"date":"2025-03-06T14:07:59","date_gmt":"2025-03-06T08:37:59","guid":{"rendered":"https:\/\/zerodha.com\/z-connect\/?p=407319"},"modified":"2025-03-06T14:57:29","modified_gmt":"2025-03-06T09:27:29","slug":"introducing-mutual-fund-tracking-on-kite","status":"publish","type":"post","link":"https:\/\/zerodha.com\/z-connect\/kite\/introducing-mutual-fund-tracking-on-kite","title":{"rendered":"Introducing mutual fund tracking on Kite"},"content":{"rendered":"<p>Kite and Coin are two of our primary transaction platforms. Kite is designed for active traders, while Coin is meant for long-term investors who invest in mutual funds. Given the different use cases and audiences they are aimed at, we have kept both the platforms separate. Combining them would clutter the interface with features only relevant to some users.<\/p>\n<p>Keeping these products <a href=\"https:\/\/support.zerodha.com\/category\/your-zerodha-account\/your-profile\/general-profile-questions\/articles\/separate-apps-for-each-offering\">separate<\/a> gives them individual identities and allows for constant improvement without affecting other products.<\/p>\n<h3>Introducing mutual fund tracking on Kite<\/h3>\n<p>Having said that, one common request from our customers over the years has been for a single view to track all investments across stocks, bonds, and mutual funds. Users could already do this on <a href=\"http:\/\/console.zerodha.com\/\">Console<\/a> along with rich portfolio analytics, but we have now added mutual fund tracking on Kite. You can view and manage all your investments directly on Kite Web.<\/p>\n<p><iframe width=\"100%\" src=\"https:\/\/www.youtube.com\/embed\/8gXc4zpxuZo\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>To view your mutual fund investments on Kite web:<\/p>\n<ol>\n<li>Log in to your Kite account and go to the Holdings section<\/li>\n<li>Click the new tab labeled &#8220;Mutual Funds&#8221; to view all your investments<\/li>\n<\/ol>\n<p><img decoding=\"async\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2025\/03\/MF-on-kite1.gif\" \/><\/p>\n<p>You can also manage your mutual fund investments from Kite:<\/p>\n<ol>\n<li>Click on <em>More<\/em><\/li>\n<li>And then click on <em>Add<\/em> to invest more or <em>Exit<\/em> to redeem holdings<\/li>\n<\/ol>\n<p><img decoding=\"async\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2025\/03\/revised.gif\" \/><\/p>\n<p>To view the purchase dates of your mutual fund investments, click on View Breakdown.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2025\/03\/MF-on-Kite3.gif\" \/><\/p>\n<p>And to see how your investments are distributed across sectors and companies, click on Fund overview.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2025\/03\/MF-on-Kite4-1.gif\" \/><\/p>\n<p><strong>Note:<\/strong> This feature is currently available only on Kite Web but will soon be available on the Kite app.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kite and Coin are two of our primary transaction platforms. Kite is designed for active traders, while Coin is meant for long-term investors who invest in mutual funds. Given the different use cases and audiences they are aimed at, we have kept both the platforms separate. Combining them would clutter the interface with features only [&hellip;]<\/p>\n","protected":false},"author":176551,"featured_media":407338,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[479,369],"tags":[551],"class_list":["post-407319","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-kite","tag-mutual-fund"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.5 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introducing mutual fund tracking on Kite &#8211; Z-Connect by Zerodha<\/title>\n<meta name=\"description\" content=\"Kite and Coin are two of our primary transaction platforms. 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