Upstox Margin Exposure Limit, Leverage for Intraday and F&O


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Upstox is a SEBI registered online discount broker in India. It allows customers to trade across Equity, Derivative, Commodity and currency segments. When it comes to advanced trading platforms, Upstox has Pro Web, Mobile Nest Trader, Fox Trader and Dartstock.

Upstox offers various trading facilities to its customers to accentuate their trading experience. Margin Trading Facility is one such key offering of the stock broker.

Upstox Leverage Exposure

Margin Trade Facility (MTF) allows Upstox customers to invest in stocks by paying a part of the trading value. Upstox provides 50% leverage for stocks where you have to pay only half the price of the stock. This allows traders to trade in higher-value with limited funds and earn more profits.

Upstox provides intraday margins across equities, F&O, commodities, and currency futures. The intraday margin is applicable for the same day trade and not for the next days' executions. Positions for equities and F&O squares-off at 3:15 PM automatically. Whereas, positions for currency futures square off at 4:45 PM. For commodities, the positions square off 30 minutes before the commodity closing timing.

Upstox Exposure- Key Points

  • Collateral or margin against shares facility is available
  • Can tender securities in Demat form to get margins for delivery trades
  • No minimum margin requirement with Upstox
  • Margin money on derivative segment varies from clients to clients
  • Intraday cash position can avail 5 times margin for the intraday position
  • MTM breach level for cash margins is 50% to 80%
  • Does not provide margin limits on penny stocks (not in the list of illiquid securities with the exchanges)

Upstox Margin Calculator

Upstox also offers Span Margin calculator to calculate each type of margins such as span, exposure, net premium, ELM and VaR.

What is Exposure Multiplier?

Exposure multiplier is the term defining the number of times the exposure margin is allowed in the cash segment. This exposure is made based on the availability of cash or stocks in the brokers' account.

How does Collateral or margin against shares work?

This margin facility is for the customers who have shares in their Demat account for long-term purposes. Here is an example of how it works:

Suppose a client has shares of 2 companies in the Demat account. He has 200 shares of Sun Pharmaceuticals Ind Ltd and 90 shares of Reliance Capital Ltd. If he pledges for 100 shares of Sun Pharma (available at Rs 414) to take future positions. The total value of the pledge request will be 100*414= Rs 41,400. Upstox will deduct 25% haircut which is Rs 10,350 from the total pledge value. The remaining balance which is Rs 31050 will be available as a collateral margin.

Based on the collateral available, he can accordingly place his trades.

Note-

  • The collateral margin depends on the category of stocks, the trading segment (equities or derivatives) and trade type (intraday or delivery).

Upstox Margin

SegmentTrading Margin
Equity Delivery1x (no margin)
Equity IntradayBasic: 15x | Priority: 20x | Basic CO: 20x | Priority CO: 27x
Equity FutureBasic: 3x | Priority: 3x | Basic CO: 5x | Priority CO: 6x
Equity OptionBasic: 3x | Priority: 3x | Basic CO: 3x | Priority CO: 3x
Currency FutureBasic:4x | Priority:4x | Basic CO:4x | Priority CO:5x
Currency OptionBasic: 4x | Priority: 4x | Basic CO: 4x | Priority CO: 5x
Commodity FutureBasic: 2.5x | Priority: 3x | Basic CO: 3x | Priority CO: 4x
Commodity Option
Upstox Special Offer

FREE Equity Delivery Trading

Open Upstox Trading Account and get brokerage FREE Equity Delivery Trades (₹0 brokerage). Trade in Intra-day and F&O Trades at flat ₹20 per order.

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Frequently Asked Questions

  1. 1. How much Margin does Upstox offers?

    Upstox provides margin across Equities, Futures, Options, MCX and Currency Futures. It offers 15 times margin for equity intraday and 20 times for cover order. Equity F&O are available with 4 times margin. Currency Futures and Options are at 4 times exposure margin. Commodity Futures is available at 2.5 times margin.

    All the margin is for the regular pack. For the priority pack, a different margin multiplier is applicable.

     

  2. 2. How can you avail Margin Trade Facility at Upstox against shares?

    The Upstox margin trading facility is available only for Upstox Demat account holders. If you have Demat account with Upstox, you can request for Margin against shares over email at support@rksv.in before 3 PM. The margin confirmation for the next trading session will be sent to the registered email address with Upstox.

     

Contact Upstox / Request Call Back

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Information on this page was last updated on Saturday, June 6, 2020


1 Comments

Deepak
1. Deepak  Jun 4, 2020 13:44 I Like It. | Report Abuse Reply
How to apply leverage on intraday trading in upstox,Means I see their is 15x and 20x on equity but i didn't it properly.

While I am buy/selling a share I didn't see any MTM improved.
I buy Indusbnk share for 411 and sold for 413 so will i get +2 or by applying will i get 15x(15*2) =30rupes..
How acutally leverage works..








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