SIP and One-Time Investment - Upstox Help Center

SIP and One-Time Investment

How to place one-time investments in mutual funds?

We have updated the app to give you a better experience If you’re using the updated version of the Upstox app, read this If you’re using an older version...
Wed, 3 Jan, 2024 at 4:42 PM

How to place an SIP Mutual Fund order on the old Upstox app?

Follow the steps below to place an SIP Mutual Funds order. Step 1: Log in to the Upstox app by entering your mobile number or User ID.  Step 2: Enter...
Wed, 22 Nov, 2023 at 8:12 PM

If the SIP is due/overdue, how do I pay manually?

To make payments towards your SIP when they are due/overdue, please follow these steps. Step 1: Log in to the Upstox app using your 6-digit Pin or Biome...
Wed, 29 Nov, 2023 at 12:25 PM

What are the different SIP statuses?

Here are the various statuses of SIP: -  Active SIP - The status of SIP becomes ‘Active’ when the SIP is registered with the AMC on the T+1 day. Once i...
Thu, 23 Nov, 2023 at 4:58 PM

What are the different order statuses for SIP and Lump sum?

In the Upstox app, you can view the status of your SIP and Lump sum order by following these steps -  Step 1: Log in to Upstox app > Account > Upstox...
Thu, 23 Nov, 2023 at 4:30 PM

How long will it take for the allotment of NFO (New Fund Offer)?

Generally, the NFO window is open for a maximum of T+21 days. When you place the NFO order on ‘T’ day it will be in ‘Open’ status which means order is pla...
Thu, 23 Nov, 2023 at 3:52 PM

How do I add my existing SIP to a new mandate?

Here are the steps to link your existing SIPs to a new bank account mandate: 1. Open the Upstox app and navigate to the ‘My Account’ section 2. Click on...
Fri, 1 Mar, 2024 at 3:50 PM

How to create a new mandate for an existing SIP from the Upstox app?

Here are the steps to create a new mandate for an existing SIP from the Upstox app: 1. Open the Upstox app and navigate to the ‘My Account’ section 2....
Fri, 1 Mar, 2024 at 4:01 PM

How to create a mandate for an SIP using email Link?

If your Mutual Fund SIPs are via PPB and you already have a Secondary bank account on Upstox: We will migrate your existing SIP to that mandate If you do...
Fri, 1 Mar, 2024 at 5:24 PM