We have updated the app to give you a better experience
- If you’re using an older version of the Upstox app, read this.
- If you’re using the updated version of the Upstox app, read this.
Note: We have discontinued the “Regular” plan and only the “Direct” plan is now available for investing.
If you’re using an older version of the Upstox app, read this.
Follow the steps below to place a Mutual Funds order.
Step 1: Log in to the Upstox app using your User ID and Password.
Step 2: Enter your birth year to verify your account.
Step 3: Go to the 'Invest' tab from the bottom navigation bar and click on 'View All Funds' from the Mutual Funds section.
Step 4: Scroll or search for the desired fund from the Search/Browse Fund option available.
From here on kindly follow from the ‘Step no. 4’ of the updated version in order to place SIP order.
Click here to explore our new app
If you’re using the updated version of the Upstox app, read this.
SIP purchase steps:
Step 1: Log in to the Upstox app using your 6-digit Pin or Biometrics.
Step 2: Go to the ‘Account’ tab from the bottom navigation bar and switch to ‘Upstox - For investors’ using the toggle button above on the screen.
Step 3: Next click on ‘Switch to Upstox’ and at the bottom you will see ‘Mutual Funds’.
Step 4: Once you click on ‘Explore’, you will see 'Investment ideas' where different criterias are to explore and select the fund.
Step 5: Select the fund and tap on ‘SIP’
Step 6: Now select the SIP date via SIP calendar for every month along with the SIP amount.
You can select the ready made monthly SIP amount as shown on the screen or can customise the amount by clicking on the ‘Custom’ option.
Here’s how you can custom the SIP amount:
Click on the ‘Custom’ option and continue.
Enter the SIP amount to invest and click on continue.
Step 7: Review your SIP order details before proceeding, once confirmed click on 'Proceed to Payment’.
Step 8: You can also view stamp duty charges under ‘View tax & charges’.
Step 9: Next you make your initial payment to start SIP. You can select Net banking/UPI as the payment method to complete the payment.
Step 10: In case of Net banking, the registered bank page will appear to complete your payment for the SIP investment.
Step 11: Once payment is done via net banking/UPI, SIP will be placed successfully. Funds will get deducted from your registered bank account and not from the Upstox account.
Step 12: Further you can see your 1st SIP payment order details as below. Typically, in T+3 days the order will get completed.
Note: As per the announcement by SEBI, the usage of a common fund wallet/account for Stocks and Mutual Funds transactions will be discontinued.
Auto-debit set up:
Click here to set up an auto-debit mandate to authorise automatic payment from your registered bank account for upcoming SIP investments.
You need to complete verification to set up an Auto debit facility. Check your email to get the BSE verification link.
Once your MF order (One-time/SIP) is placed and here's how you can know about the settlement TAT
See how you can check/download MF statements.