SIP and One-Time Investment - Upstox Help Center

SIP and One-Time Investment

How to invest in SIPs (auto-debit) by bank mandate?

In order to successfully start the SIP, it is absolutely necessary to complete the mandate approval process. Offline/Physical Mandate Online /E-Mandate ...
Mon, 12 Dec, 2022 at 11:39 AM

What is SIP? How do you set up SIP instalments/Auto-debit?

A Systematic Investment Plan (SIP) is a way to invest small amounts in a Mutual Fund of your choice regularly (weekly, monthly, quarterly, or twice a year)....
Mon, 12 Dec, 2022 at 12:10 PM

How long will it take for the mutual fund units to reflect in my Demat account?

Mutual Fund (MF) Order: There are two types of order in MF i.e. Buy order and/or Sell order Buy order comprises of two types - SIP and Lumpsum  Sell orde...
Mon, 12 Dec, 2022 at 10:38 AM

How to place a SIP order in mutual funds?

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 versio...
Thu, 5 Jan, 2023 at 12:27 PM

How much time does it take to process a bank mandate?

Offline/X-Mandate Your signed bank mandate will be verified by the Upstox team and sent to BSE, which will then forward it to your bank.  You can expe...
Mon, 12 Dec, 2022 at 11:14 AM

Can I change the SIP date or frequency?

An active SIP cannot be modified.  You will have to cancel an existing SIP and place a new order for a new SIP.  The date and duration of the SIP can onl...
Wed, 14 Dec, 2022 at 10:32 AM

Enough balance in Upstox MF account

You do not need to maintain a minimum balance in your Upstox account after you have purchased a SIP for the first time.  For an ongoing SIP, each installm...
Wed, 14 Dec, 2022 at 10:37 AM

What does it mean when my Mutual Fund buy order is in "Awaiting payment confirmation" state?

With the new SEBI regulation getting in effect from 1st July 2022, the payment of mutual fund buy transactions will happen directly via users' bank acc...
Thu, 30 Jun, 2022 at 11:45 AM

What is the 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 to register your Upstox account.  ...
Wed, 14 Dec, 2022 at 10:42 AM

How do I see my Mutual fund order history?

To check your order history you can log in to your Upstox account from the mobile app and click on the Discover option.  Step 1: Click on Your Portfo...
Tue, 13 Dec, 2022 at 12:36 PM