For each smallcase, users will incur charges of ₹100 or 1.5% (including GST) of the investment amount, whichever is lower.

When investing in smallcases through SIP, a fee of ₹10 or 1.5% (including GST) of the investment amount (whichever is lower) will be levied.

Refer to the table below for precise details on the charges for buy orders, invest more orders, or SIP orders:

Order Type

Transaction Fee

Buy Order

₹100 or 1.5% of the invested amount + GST

Invest More

₹100 or 1.5% of the invested amount + GST

SIP (Auto/manual)

₹10 or 1.5% of the invested amount + GST

Please note that there are no charges for rebalancing, managing, partially or completely exiting your smallcase.

Kindly be aware that regular Upstox delivery charges such as brokerage, STT, transaction charges, SEBI charges, demat charges, and taxes are still applicable.