SIP and One-Time Investment - Upstox Help Center

SIP and One-Time Investment

How do I pay my missed SIP instalment?

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...
Fri, 5 Jan, 2024 at 12:08 PM

What is the cost of registering a bank mandate?

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...
Fri, 1 Dec, 2023 at 1:19 PM

Why does my Mutual fund order get rejected?

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...
Thu, 23 Nov, 2023 at 11:08 AM

Why invest in Mutual Funds SIP?

Systematic Investment Plans (SIPs) help you discipline your investing. Its nature as a financial instrument encourages the habit of regular saving and inves...
Fri, 1 Dec, 2023 at 1:14 PM

Do I need to maintain enough balance in my Upstox account for a SIP?

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...
Fri, 1 Dec, 2023 at 10:57 AM

What happens if I miss my mutual fund SIP instalment?

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...
Thu, 23 Nov, 2023 at 11:42 AM

How can I make an SIP payment if I missed an SIP date?

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...
Thu, 23 Nov, 2023 at 11:03 AM

How do I see my Mutual fund order history?

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...
Wed, 22 Nov, 2023 at 8:34 PM

What is a lumpsum investment?

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...
Fri, 1 Dec, 2023 at 1:21 PM

Which date’s NAV will be considered for the units allotted to me?

For units allotted to me, which date's Net Asset Value (NAV) will be considered? If the order is placed before the cut-off time, the units will be allo...
Mon, 18 Dec, 2023 at 11:49 AM