Investing with Mutual Funds

How to invest in mutual-funds with Upstox?
Upstox MF platform is designed to make it easy for you to purchase mutual funds and reduce the cost of investing. If you are already an Upstox Demat Acc...
Fri, 5 Mar, 2021 at 12:33 AM
Systematic Investment Plan (SIP)
A Systematic Investment Plan (SIP) is a tool that you can use to plan out your finances in such a way that you invest a certain amount at regular intervals....
Wed, 7 Apr, 2021 at 10:40 PM
Placing a mutual fund order
Placing a Mutual Fund order on the Upstox app is simple! Just follow the steps below: 1) Log in to the Upstox app using your User ID and Password. ...
Wed, 7 Apr, 2021 at 9:59 PM
investing-in-different-types-of-mutual-funds
Upstox offers access to several types of Mutual Funds. Additionally, all Mutual Fund schemes in the retail segment are tailored to meet different purposes l...
Wed, 7 Apr, 2021 at 10:35 PM
why-invest-in-sip
Systematic Investment Plans (SIPs) help you discipline your investing. Its nature as a financial instrument encourages the habit of regular saving and inves...
Wed, 7 Apr, 2021 at 10:41 PM
funds-available-direct-regular
​​​​ The Upstox Mutual Fund Platform offers only Direct Mutual fund plans and at zero commission. This means you do not pay Upstox any brokerage or commissio...
Wed, 7 Apr, 2021 at 10:37 PM
cost-of-registering-a-bank-mandate
Upstox does not charge you for the one-time bank mandate. Your bank, however, may ask you for a one-time fee in order for them to register your Upstox accou...
Thu, 8 Apr, 2021 at 9:36 AM
Separate-MF-Account
You don't require a separate account to invest in Mutual Funds! Simply use your existing Upstox Demat account and enjoy complete access to the Mutual F...
Wed, 7 Apr, 2021 at 10:07 PM
Time-to-process-bank-mandate
Offline/X-Mandate The signed bank mandate will be verified by the Upstox team and sent to BSE, who will then send it to your respective bank for registrati...
Thu, 8 Apr, 2021 at 9:37 AM
Bank mandate to invest in SIP (Auto-Debit)
It is absolutely compulsory to complete the mandate authentication/approval process in order to successfully start the SIP.  There are 2 kinds of mandat...
Sat, 3 Apr, 2021 at 5:53 PM