SIP and One-Time Investment

Step 1: Log in to the new Upstox app and go to the Mutual Fund section. Step 2: If you’re on the ‘Upstox - For investors’ tab you’ll see a ‘Mutual Fund’ ...

To automate your Mutual Fund SIPs you need to complete the e-Mandate approval process by following these steps: Step 1: Log in on Upstox and go to the Mutu...

We have updated the app to give you a better experience. SIP instalment process:  Online /E-Mandate Offline/Physical Mandate:  Bank mandate Verificatio...

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 acco...

Mutual fund units reflect in demat account depending on the scheme category as listed below: Scheme category Settlement TAT Liquid/Overnight Funds ...

The  e-Mandate link needs to be approved within 5 days or else it will expire. Based on the bank that you want to register your e-Mandate with, it can tak...

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...

Cancellation Steps: In order to cancel your SIP order, follow the below steps: Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics. S...

Your SIP deduction might not have happened despite setting up AutoSIP due to the following 2 reasons:  Mandate should be approved before the SIP instalmen...

An SIP instalment is missed either when the balance in your bank account is insufficient at the time of deduction or your SIP is not linked to your approved...