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Upstox Mutual Fund Investment (Start SIP Process, Charges, and More)

Last updated August 22, 2026

This IPO News reference page covers “Upstox Mutual Fund Investment (Start SIP Process, Charges, and More)”. The page is organized around upstox mutual fund charges, 1. mutual fund account opening charges in upstox, 2. upstox mutual fund brokerage charges, how to invest in mutual funds on upstox?, how to start sip in mutual funds with upstox? step-by-step process. IPO News presents the structured facts and tables in its own layout and wording.

Topics Covered

  • Upstox Mutual Fund Charges
  • 1. Mutual Fund Account Opening charges in Upstox
  • 2. Upstox Mutual Fund Brokerage Charges
  • How to Invest in Mutual Funds on Upstox?
  • How to start SIP in mutual funds with Upstox? Step-by-Step process
  • How to invest lumpsum in Upstox mutual fund?
  • Upstox Mutual Fund Platform
  • Upstox Mutual Fund App
  • Benefits of investing in mutual funds via Upstox
  • Upstox Mutual Fund Disadvantages
  • Upstox Mutual Fund Customer Care
  • Compare Stock Brokers Side-by-Side
  • Frequently Asked Questions
  • 1. How to modify IPO application in Upstox?−
  • 2. How to cancel IPO application in Upstox?+
  • 3. How to track external mutual fund investments on Upstox App?+
  • 4. How to Stop SIP in Upstox?+
  • 5. How to sell mutual funds in Upstox?+
  • 6. How to check mutual funds in Upstox?+
  • 7. How to buy SIP in Upstox?+
  • 8. Does Upstox charges for mutual funds?+
  • 9. Zerodha or Upstox which broker is good for mutual fund investment?+
  • 10. Is Upstox good for mutual fund investment?+
  • 11. How to cancel my SIP investment in Upstox?+
  • 12. How long does Upstox take to process bank mandate for SIP auto-debit?+
  • 13. How to invest in MF through Upstox Pro app?+
  • 14. What are the search filters available on Upstox Mutual Fund Platform?+
  • 15. Does Upstox provide mutual fund investment app?+
  • 16. How to buy mutual funds in Upstox app?+
  • 17. Does Upstox provide Direct Mutual Fund?+

Key Facts

  • India's trusted financial research platform since 2015. Live IPO GMP, subscription data, allotment status, Rights Issues, NCDs and unbiased stock broker reviews.
  • Upstox Demat account AMC: Rs 300 per annum
  • SIP is the most convenient and preferred way to invest in mutual funds at a regular interval. You can start SIP in Upstox with just Rs 500 per month using the Upstox Pro app or website.
  • Select SIP datee., you can select any date from 1 to 28
  • Upstox Pro app is the single app to trade in shares, derivatives, IPO, and mutual funds. Upstox MF app provides access to 2,000+ direct mutual funds from 40 fund houses including Groww and Zerodha’s index funds.
  • Wide range of funds, i.e., more than 2000 direct MFs from equity funds to debt and hybrid
  • Nearly 40 AMCs are available, i.e., Axis, HDFC, ICICI, Motilal, UTI, DSP, etc.
  • 10+ MF search filters, including category, AUM, fund house, risk, min SIP investment, etc.
  • You can cancel your IPO bids in Upstox during the IPO window (10 AM to 5 PM)
  • Fetch your external mutual fund investments on the Upstox Pro app in just 30 minutes.
  • You cannot stop SIP for the next SIP, which is due in next 7 days.
  • Upstox account holders can purchase any direct mutual fund scheme/s for free, but when you sell or redeem mutual fund investments, DP charges of Rs 18.50 + GST are charged.
  • Yes, Upstox provides access to direct mutual funds of different fund houses. The platform offers direct category of equity, debt, and hybrid mutual funds. There are around 40 AMCs available to choose funds from.

Data Tables

Upstox mutual fund brokerage Free (₹0)
Upstox mutual fund platform fee Free (₹0)
Upstox mutual fund SIP charges Free (₹0)
Upstox mutual fund DP Charges ₹18.50 + GST ( On Sell/Redemption orders)
Upstox Mutual Fund customer support e-mail [email protected]
Upstox Mutual Fund Helpline number 022-6130-9999
Feature
Plan Name Rs 20 Plan Rs 20 Plan Rs 20 Plan
Overall Rating ★ 4.5 ★ 4.5 ★ 4
Equity Delivery Free 0.1% or Rs 20 Flat Fee Rs 20
Intraday 0.03% or Rs 20 0.03% or Rs 20 Flat Fee Rs 20
Account Opening Free Free Free
AMC (Annual) Rs 300 PA (Free for 1st year) Rs 240 PA Rs 300 PA
Max Brokerage Rs 20 Rs 20 Rs 20
Open A/C Open A/C Open A/C
Basis of difference Zerodha Broking Limited Upstox Securities
Brokerage No brokerage on MF investment. Zero brokerage or free MF investment.
Direct or Regular Direct mutual funds are available on Zerodha. Upstox also offers direct mutual funds on its MF platform.
Collaboration with AMCs Zerodha has partnered with 40+ AMCs therefore, a wide range of scheme choices are available. Upstox has a tie-up with only 28 AMCs thus, the range of schemes available at Upstox is limited.
Investment process Completely online or paperless investment. Instant and hassle-free investment process.
MF platform Zerodha coin (web and app) is a dedicated mutual fund investment platform. Upstox Pro (web and app) is a single platform to meet all trading and investment requirements of users including MF investment.

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