What are charges for smallcases?
For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount (first buy and invest more orders) to your new or existing smallcase investment.
Users will not be charged anything on other order types - Manage, Rebalance, Exit. If you exit completely from the smallcase and invest again, it will be considered as a fresh investment and a fee ₹100 + GST will be applicable.
Order | Transaction fee |
First buy | A transaction fee of ₹100 (capped at 1.5% of the investment amount) |
Invest more | A transaction fee of ₹100 (capped at 1.5% of the investment amount) |
SIP(Auto/manual) | A transaction fee of ₹10 (capped at 1.5% of the investment amount) |
There are no charges when you rebalance, manage partially, or completely exit your smallcase.
Note: The usual delivery charges for Upstox such as the brokerage, STT, Transaction charges, SEBI charges, Demat charges & taxes are still applicable.
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