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.
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 ‘Discover' tab from the bottom navigation bar, scroll left to right and click on Mutual Funds - Explore Funds from the Mutual Funds card.
Step 3: Once you click on Explore funds, you will be directed to the mutual funds web page.
Step 4: Select the fund and tap on ‘Start SIP’
Step 5: Select the frequency of SIP, the date to deduct the SIP amount, and click on Amount. You can also check your ‘Next SIP’ date.
Note: In accordance with industry practice, there should be a 30 days gap between the first and second instalments, depending on the selected SIP frequency. For e.g. if you choose SIP frequency as monthly, there has to be a gap of 30 days between both your instalments and hence we have greyed out the dates while selecting SIP date.
Step 6: Enter the SIP amount to invest and click on 'Bank Details'.
Step 7: Review your SIP order details before proceeding, once confirmed click on 'Place Order'
Step 8: Next you make your initial payment to start SIP. You can select Net banking/UPI as the payment method and then tap on 'pay now' to complete the payment.
Step 9: In case of Net banking, the registered bank page will appear to complete your payment for the SIP investment.
Step 10: 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 11: Visit ‘View Order History’ under the MF Portfolio section where you can check your order status under the 'Open orders tab/ SIP tab’. Typically, in T+3 days the order will get completed.
Step 12: Click on ‘Setup-Auto-Debit’ and follow the instructions.
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
Watch below video to understand How to place a SIP order in a Mutual funds.