Note: We have discontinued the 'Regular' plan and only the 'Direct' plan is now available for investing.

To place a Mutual Funds order, follow these steps:

 Step 1: Log in to the Upstox app using your 6-digit Pin or Biometrics.

 Step 2: Navigate to the 'Account' tab on the bottom navigation bar and toggle to 'Upstox - For investors' using the button above on the screen.

Step 3: Next click on ‘Switch to Upstox for investors’ and at the bottom you will find ‘Mutual Funds’.

Step 4: Upon selecting 'Explore', various smartlists will be visible for you to explore and choose the fund.

Step 5: Select the fund and tap on ‘One-time’.

Step 6: Enter the amount and click on continue.

Step 7: Review your one-time order details before proceeding, once confirmed click on 'Proceed to payment’. You can also check stamp duty charges under 'View tax & charges.' 

Step 9: You have the option to choose Net banking/UPI as the payment method to finalize the payment.

Step 10: In case of Net banking, the registered bank page will appear to complete your payment for a one-time investment. 

Step 11: After completing the payment through net banking/UPI, a one-time order will be successfully executed. The funds will be deducted from your registered bank account and not from the Upstox account.

Step 12: Additionally, you can view the details of your one-time investment payment order as outlined below. Usually, the units will be credited within 2-3 working days.

Note: In some funds, one time investments may not be possible.

Once your MF order (One-time/SIP) is placed and here's how you can know about the settlement TAT 

See How can I download my Mutual Funds account statement.

Click here to explore the updated app


Related articles:

how long will it take for the mutual fund units to reflect in my demat account
how to check download the mutual funds statement