Update: Tracking All Mutual Fund on Dhan

Hello Investor :waving_hand:

We want to share an important update regarding Tracking Mutual Funds on Dhan.

Since we introduced the Tracking Mutual Funds feature on Dhan, many investors have been using Dhan to track all their Mutual Funds in one place. It helped you view investments across different AMCs, monitor your overall portfolio, and manage your Mutual Fund investments more easily.

This capability is made possible through MF Central, a unified platform built for the Mutual Fund industry (operated by CAMS and KFintech) that allows investors to view their Mutual Fund investments across all AMCs in one place.

Earlier, portfolio data could be accessed using a simple OTP-based consent process.

This process has now been changed to enhance investor data privacy and give investors more control over how their portfolio data is shared with different platforms.

Under the earlier method, a one-time OTP could allow platforms to access the entire portfolio data with the new process, investors must choose what information they want to share and provide consent through a QR code, making the process more transparent and secure.

Because of this enhancement, the earlier OTP-based tracking method on Dhan is no longer supported. We are currently working on integrating the new QR-based process into the Dhan app so that you can continue to Track all your Mutual Funds investments seamlessly.

What this means right now
• External Mutual Fund tracking is temporarily unavailable
• New users will not be able to Track Mutual Funds for now
• Existing users may not be able to refresh their External portfolio data

What remains unchanged
• Your Mutual Fund investments remain completely safe
• There is no impact on your holdings, folios, or transactions
• This only affects how external mutual fund data is fetched and refreshed

Our team is actively working on enabling the new flow, and it will be released in an upcoming app update.

Thank you for your patience and continued trust in Dhan.

Team Dhan

3 Likes

Thank you for the update!

A clear timeline is much appreciated.

Hi @sri1647

We’re working on bringing this back and are aiming to have it live towards the end of this month.

As soon as it goes live, we’ll communicate everyone here and share a simple step-by-step guide so you can easily start tracking your Mutual Funds on Dhan again.

1 Like

hi, its been a month now and almost all the brokers had launched the new QR based process. what’s the update from @Dhan ?

Hi @sri1647
We’re in the testing phase now and will be rolling this out in the upcoming app update.