Charges for smallcases on Upstox
Paramita avatar
Written by Paramita
Updated over a week ago

For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lumpsum amount(first buy and invest more orders) to your new or existing smallcase investment.

Users will not be charged anything on other order types - Manage, Rebalance, Exit. If you exit completely from the smallcase and invest again, it will be considered as a fresh investment and a fee ₹100 + GST will be applicable.

Order

Transaction fee

First buy

A transaction fee of Rs. 100(capped at 1.5% of the investment amount)

Invest more

A transaction fee of Rs. 100(capped at 1.5% of the investment amount)

SIP(Auto/manual)

A transaction fee of Rs. 10(capped at 1.5% of the investment amount)

There are no charges when you rebalance, manage partially, or completely exit your smallcase.

*GST is also applicable

💡 Good to know: Funds are deducted from your trading account and stocks are credited to your Demat account.

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