SIP and One-Time Investment

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...

Upstox does not charge you anything for registering an e-Mandate. However, with NPCI’s recent circular, your bank might ask you for a one-time fee in o...

Your Mutual fund order may get rejected for the following reasons:  Insufficient balance in your bank account for the order to be placed. Attempting to p...

Systematic Investment Plans (SIPs) help you discipline your investing. Its nature as a financial instrument encourages the habit of regular saving and inves...

There is no requirement to maintain a minimum balance in your Upstox account once you have initiated your first SIP purchase. For an ongoing SIP, each ins...

You might miss a Mutual Fund SIP instalment if you have insufficient balance in your bank account or if your mandate is not approved.  If you miss 3 conse...

When you miss an SIP date, you can make the payment in 2 ways: By setting up AutoSIP with your bank account and allowing the monthly payments to be automa...

To check your order history you can log in to your Upstox app and click on the ‘Account’ tab from the bottom navigation bar and switch to ‘Upstox - For inve...

A lumpsum or one-time investment is depositing your entire investment amount at one go. Lump-sum investment is a popular way of investing in Mutual funds. T...

Net Asset Value or NAV is the fund’s market value per unit. It is the total value of assets being managed in a Mutual Fund divided by the number of units of...