We have updated the app to give you a better experience

If you’re using an older version of the Upstox app, read this. 

Upstox does not recommend or suggest the purchase of a particular Mutual Fund via a SIP (Systematic Investment Plan). However, Upstox offers access to a variety of funds that you can choose from. Just visit the 'Browse funds' section and choose the type of fund you wish to invest in via SIP.

Systematic Investment Plans (SIPs) allow investors to invest their money in Mutual Funds at predetermined and fixed regular intervals.

How to invest via a SIP?

 To place a Mutual Fund order via SIP follow these steps:

1) Login with your User ID and password.


2) Enter your birth year to verify your login.


3) Go to the 'Invest' tab from the bottom navigation bar and click on the 'View All Funds' from the Mutual Funds section.

4) Scroll or search for the required fund from the Search/Browse Fund option.


5) Once you select the fund, you will see options such as ‘Start SIP’ or ‘One Time’ or both. Click 'Start SIP'.

6) Enter the amount that you wish to invest in that particular fund. Click 'Continue'.

7) Input the frequency of the SIP and the date to deduct the SIP amount. Click ‘Continue to bank selection’.

8) Select the bank for your SIP investment and click 'Continue to review order'.

9) Review your order and click ‘Place Order’.

10) Your SIP order is placed. You can also set up an auto-debit system.

Click here for steps to set up auto-debit.

Click here to explore the updated app.

If you’re using the updated version of the Upstox app, read this. 

Upstox does not recommend or suggest the purchase of a particular Mutual Fund via a SIP (Systematic Investment Plan). However, Upstox offers access to a variety of funds that you can choose from. Just visit the 'Discover' section and scroll left to right where you will find Mutual Funds under it click on Explore Funds to choose the type of fund you wish to invest in via SIP.

Systematic Investment Plans (SIPs) allow investors to invest their money in Mutual Funds at predetermined and fixed regular intervals.

How to invest via a SIP?

 To place a Mutual Fund order via SIP follow these steps:


1) Login to the Upstox app using your 6-digit Pin or Biometrics.


2) Go to the ‘Discover' tab from the bottom navigation bar and scroll left to right and click on 'Mutual Funds - Explore Funds or Your Portfolio' from the Mutual Funds section.


3) Once you click on ‘Explore funds/ Your Portfolio’ you will be directed to the upstox.com/mutual funds page.


4) Once you select the fund, you will see options such as ‘Start SIP’ or ‘One Time’ or both. Click 'Start SIP'.

5)  Once you click on start SIP, enter the Frequency of SIP and select the date for SIP amount deduction. Then click on the amount below.

6) Enter the amount you wish to invest in SIP and then click on bank details at the bottom.

7) Select the bank for your SIP investment and click 'Review'.

8)  Review your order and click ‘Place Order'.

9)  Your SIP order is placed successfully. You can check SIP details under portfolio or email for verification link from BSE. You need to complete verification to set up an Auto debit facility.

Once you click on “View Portfolio” you will land on MF portfolio page and click on “View order history”

 You will see Order History and under SIP option, click on Approve E-mandate

Click here for steps to set up auto-debit via e-mandate process or for steps to set up auto-debit via offline mandate process.