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Upstox Brokerage Charges, Fees, AMC, Transaction Charges 2021

41.41% 3,027,803 Clients

Upstox is a tech-first low cost broking firm in India providing trading opportunities at unbeatable prices. Company provide trading on different segments such as equities, commodities, currency, futures, options which are available on its Upstox Pro Web and Upstox Pro Mobile trading platforms. Upstox is backed by a group of investors including Kal...

Upstox Account Charges

Upstox offers stock trading account and Demat account services. Customer pays the fees, commission and taxes while trading with Upstox. Upstox fee structure and trading commission rates are explained as below.

To open Upstox account you have to pay account opening charges and annual maintenance charges (AMC).

Upstox Account Open Charges | Upstox AMC 2021

Transaction	Fee
Trading Account Opening Charges (One Time)	Rs 249
Trading Annual Maintenance Charges AMC (Yearly Fee)	Rs 0 (Free)
Demat Account Opening Charges (One Time)	Rs 0 (Free)
Demat Account Annual Maintenance Charges AMC (Yearly Fee)	Rs 300

Special Offer: Invest brokerage-free Equity Delivery and Direct Mutual Funds (truly no brokerage). Pay flat Rs 20 per trade for Intra-day and F&O. Open Instant Account online and start trading today.

Upstox Brokerage Charges 2021

Customer pays a commission (brokerage) when buying or selling stocks through Upstox. The brokerage charges for equity, commodities and currency derivative trading for Upstox are explained as below.

Upstox Default

Segment	Brokerage Fee
Monthly Fee (Fixed)	NA
Equity Delivery	Rs 0 (Free)
Equity Intraday	Rs 20 per executed order or 0.05% whichever is lower
Equity Futures	Rs 20 per executed order or 0.05% whichever is lower
Equity Options	Rs 20 per executed order
Currency Futures	Rs 20 per executed order or 0.05% whichever is lower
Currency Options	Rs 20 per executed order
Commodity Futures	Rs 20 per executed order or 0.05% whichever is lower
Commodity Options	Rs 20 per executed order

Upstox Special Offer

Free Equity Delivery Trading & Mutual Funds

Pay Rs 0 Brokerage for Equity Delivery, Mutual Funds, and Digital Gold.
Pay flat Rs 20 for Intra-day and F&O Trades.
Trade with the best trading platform.

It is a limited-time offer. Open Instant Account online and start trading the same day.

Upstox Demat Account Charges 2021

The Demat account transactions are charged separately from the trading commission. Find Upstox Demat account charges 2021.

UpStox Depository Service Charges for Resident Retail Customers
Demat Transactions	Demat Charges
Annual Maintenance charges (AMC)	Rs 150
Transaction charges (Market/Off Market / Inter-depository Transactions)	Rs 15 per debit instruction + depository charges at actual
Pledge Charges Creation / Closure and Confirmation of both	0.02% of transaction charges subject to a minimum of Rs 50 + NSDL/CDSL charges at actual
Pledge Charges for Invocation	0.05% of transaction charges subject to a minimum of Rs 50
Dematerialization Charges	Rs 2 per certificate + courier charges of Rs 35 per demat request for every 500 grams.
Rematerialization Charges	Rs 25 per certificate or 0.05% of the value whichever is higher
SLB Charges	For Securities Borrowings: Rs 25 + NSDL/CDSL charges at actual For Securities Lending: Rs 25 + NSDL/CDSL charges at actual
Repurchase / Redemption Charges	Rs 25 per transaction + Depository charges at actual
Failed or Rejected Transactions	Rs 50 per transaction
Demat Rejection Charges	Rs 35 per rejection for every 500 grams
Adhoc / Non periodic statement requests	Adhoc statement requests - Rs 25 (Rs 500 for foreign address) per request upto 10 pages. Every additional 5 pages or a portion thereof will be charged at Rs 10 + courier / postage charges.
E-Mail Statement	Free periodic bills, transaction statement and other communication through email.
Cheque Bounce charges	Charges applied based on charges as determined by our bankers

Upstox Transaction Charges (Exchange Turnover Charge)

A combination of Exchange Turnover Charge and Trade Clearing Charge. Know more about Transaction Charges .

Upstox Transaction Charges 2021

Segment	Transaction Fee
Equity Delivery	NSE Rs 345 per Cr (0.00345%) \| BSE Rs 300 per Cr (0.003%) (each side)
Equity Intraday	NSE Rs 345 per Cr (0.00345%) \| BSE Rs 300 per Cr (0.003%) (each side)
Equity Futures	NSE Rs 200 per Cr (0.002%)
Equity Options	NSE Rs 5300 per Cr (0.053%) (on premium)
Currency Futures	NSE Rs 130 per Cr (0.0013%) \| BSE Rs 26 per Cr (0.00026%)
Currency Options	NSE Rs 2900 per Cr (0.029%) \| BSE Rs 2600 per Cr (0.026%) (on premium)
Commodity	Group A - Rs 290 per Cr (0.0029%)

Upstox Trading Taxes

Upstox charges government taxes and fees in addition to the brokerage. These Upstox trading taxes are shows in the contract note sent to the customer at the end of the day. The below table can be used for the Upstox tax calculation.

Upstox Tax on Trading

Tax Upstox	Rates
Securities Transaction Tax (STT)	Equity Delivery: 0.1% on both Buy and Sell Equity Intraday: 0.025% on the Sell Side Equity Futures: 0.01% on Sell Side Equity Options: 0.05% on Sell Side(on Premium) Commodity Futures: 0.01% on sell side (Non-Agri) Commodity Options: 0.05% on sell side Currency F&O: No STT On Exercise transaction: 0.125% Right to entitlement: 0.05% on sell side
Exchange Transaction Charges	Refer table above
GST	18% on (Brokerage + Transaction Charge + SEBI Fee)
SEBI Charges	0.00005% (₹5/Crore)
Stamp Duty	(On buy side only) Delivery: 0.015%, Intraday: 0.003%, Equity Futures: 0.002%, Equity Options: 0.003%, and Currency F&O: 0.0001%. Commodity Futures: 0.002%, Commodity Options: 0.003% (MCX)

Upstox Special Offer

Free Equity Delivery Trading & Mutual Funds

Pay Rs 0 Brokerage for Equity Delivery, Mutual Funds, and Digital Gold.
Pay flat Rs 20 for Intra-day and F&O Trades.
Trade with the best trading platform.

It is a limited-time offer. Open Instant Account online and start trading the same day.

Frequently Asked Questions

1. How much upstox charge?

Upstox charges fixed brokerage charges irrespective of trade value. It offers 2 plans- Basic & Priority; wherein delivery trades are free while intraday charges are chargeable.

The priority plan gives you additional leverage on Intraday, Futures & Options. For example, the leverage in NSE/BSE Cash is 15x in the basic plan and 20x in the priority plan.

Upstox Charges

	Basic Brokerage Plan	Priority Brokerage Plan
Segment	Charges	Charges
Equity Delivery	Rs 0 (Free)	Rs 0 (Free)
Equity Intraday	Rs 20 per executed order or 0.05% (whichever is lower)	Rs 30 per executed order or 0.10% (whichever is lower)
Equity / Currency / Commodity Futures	Rs 20 per executed order or 0.05% (whichever is lower)	Rs 30 per executed order or 0.10% (whichever is lower)
Equity / Currency/ Commodity Options	Flat Rs 20 per executed order	Flat Rs 30 per executed order

It also charges an account opening fee of Rs 150 for Equity & FnO and another Rs 150 for Commodity trading. The demat account AMC is Rs 150 yearly.

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2. How upstox brokerage calculated?

Upstox is a discount stock broker charging flat rate brokerage for trading at BSE, NSE and MCX.

Upstox offers brokerage free equity delivery (Cash & Carry) service. It charges flat Rs 20 per executed order for intraday and F&O across all other segments.

Upstox Brokerage Calculation

Segment	Trade	Brokerage Rate	Brokerage
Equity Delivery	Buy 1000 Share of TCS	Rs 0 (Free)	Rs 0
Equity Delivery	Sell 100 Shares of Wipro	Rs 0 (Free)	Rs 0
Equity Intraday	100 TCS Shares Buy @ 2000 and Sell @ 2100	Rs 20 per executed order or 0.05% (whichever is lower)	Rs 40
F&O Futures	SBIN Future 1 Lot (3000) Buy @ 328	Rs 20 per executed order or 0.05% (whichever is lower)	Rs 20
F&O Futures	SBIN Future 1 Lot (3000) Sell @ 340	Rs 20 per executed order or 0.05% (whichever is lower)	Rs 20
F&O Options	SBIN Options 1 Lot (3000) Buy @ 6.75	Flat Rs 20 per executed order	Rs 20
F&O Options	SBIN Options 1 Lot (3000) Sell @ 18	Flat Rs 20 per executed order	Rs 20

Note:

Taxes, exchange turnover fee, demat debit transaction fee, etc. are charged in addition to the brokerage charge.
Priority Brokerage Plan is available to customer who needs higher leverage. The brokerage under this plan is flat Rs 30 per trade.

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3. How does Upstox work?

Upstox is an online discount broker. It offers most of its services online and has a very limited physical presence. The company only offers trading and mutual fund services and doesn't offer add-on services like research, wealth management, relationship manager, etc.

Customers need to open an account with the company to access its online trading and investment services. Upstox works on a fixed brokerage model wherein it charges a flat brokerage fee of Rs 20 per executed order irrespective of trade value.

Buy & Sell orders can be placed using homegrown trading platform Upstox Pro and through 3rd party trading software i.e. Fox Trader.

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4. Upstox is fake or real?
Upstox is a real stock broker. It is a brand of RKSV Securities India Pvt Ltd, a Mumbai based company who is in this business since 2012. RKSV Securities is a member of NSE, BSE, MCX, CDSL and NSDL.

Upstox is 2^nd largest discount stock broker in India with over 5 lakh active customers as of Jan 2020. It is among the fast-growing financial company in India. Mr. Ratan Tata is one of the investors in the company.

Upstox (RKSV Securities) Membership Info:
- RKSV Securities CIN Number: U74900DL2009PTC189166
- SEBI Registration No. INZ000185137
- NSE Member Code: 13942
- MCX Member Code: 46510
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5. Is Upstox SEBI registered?

Yes, Upstox is a SEBI registered company under the name of RKSV Securities. The company's SEBI Registration No. is INZ000185137. It is also a registered member of BSE, NSE, MCX, CDSL and NSDL.

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