Note: We have discontinued the 'Regular' plan and only the 'Direct' plan is now available for investing.
To place a Mutual Funds order, follow these steps:
Step 1: Log in to the Upstox app using your 6-digit Pin or Biometrics.
Step 2: Navigate to the 'Account' tab on the bottom navigation bar and toggle to 'Upstox - For investors' using the button above on the screen.
Step 3: Next click on ‘Switch to Upstox for investors’ and at the bottom you will find ‘Mutual Funds’.
Step 4: Upon selecting 'Explore', various smartlists will be visible for you to explore and choose the fund.
Step 5: Select the fund and tap on ‘One-time’.
Step 6: Enter the amount and click on continue.
Step 7: You have the option to choose Net banking/UPI as the payment method to finalize the payment.
Step 8: In case of Net banking, the registered bank page will appear to complete your payment for a one-time investment.
Step 9: After completing the payment through net banking/UPI, a one-time order will be successfully executed. The funds will be deducted from your registered bank account and not from the Upstox account.
Step 10: Review your one-time order details before proceeding, once confirmed click on 'Proceed to payment’. You can also check stamp duty charges under 'View tax & charges.'
Step 11: Additionally, you can view the details of your one-time investment payment order as outlined below. Usually, the units will be credited within 2-3 working days.
Note: In some funds, one time investments may not be possible.
Once your MF order (One-time/SIP) is placed and here's how you can know about the settlement TAT
See How can I download my Mutual Funds account statement.
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