Announcements

Edelweiss Mutual Fund has announced a temporary restriction on new monthly SIP registrations in select overseas and international schemes, effective 10 July 2026.

The restrictions are due to the AMC nearing the overseas investment limits prescribed by SEBI.

Please take note of the following:

Affected schemes:

For more details, please refer to the official notice issued by Edelweiss Mutual Fund.

Happy investing, Team Upstox

Please note that all ITM, ATM & CTM NCO CRUDEOIL option contracts expiring on 09th July 2026, will be converted into futures contracts. You can create fresh positions only until 10 PM on 09th July 2026.

To avoid the square-off of your positions, please ensure you maintain sufficient margin for the futures contracts before 10 PM on 09th July 2026 if you have any open Positions.

Hello investors,

Some mutual fund schemes will not accept purchases, redemptions, and SIPs on select dates in July 2026 due to Non-Business Days on the BSE StAR MF Platform.

List of schemes and the dates of non-acceptance:

Please note: Orders placed on these dates will be processed on the next working day, and the applicable Net Asset Value (NAV) will be applied accordingly.

Happy investing, Team Upstox

The National Stock Exchange of India (NSE) has published updated settlement dates for FY2026-27 via Circular NSE/INSP/72413 (Circular Ref. No. 4/2026, dated 20 January 2026), issued in accordance with SEBI Circular SEBI/HO/MIRSD/MIRSD-PoD1/P/CIR/2023/197 dated 28 December 2023.

The settlement dates have been jointly prescribed by all exchanges and apply to all Trading Members. Please note the new dates for Q2 FY2026-27 below.

Every 3 months, brokers must transfer unused funds from your trading account to your bank account, as per SEBI rules. This is called Quarterly Fund Settlement.

📅 Dates for Q2 FY2026-27: Friday, 3 July 2026 &/or Saturday, 4 July 2026.

So, on Saturday, 4 July 2026, any unused funds in your Upstox account will be sent to your registered bank account. You can check your bank statement to confirm the refund.

👉 Want your funds to come back automatically into your Upstox account on Monday? Just set up a 'Fund Reversal' mandate from the Funds tab in the app.

⚠️ If you don't, your account balance may show ₹0 on Monday, 5 July, and you'll need to add funds again before trading.

👉 For NEFT/RTGS transfers, please add Upstox as a beneficiary by Thursday, 2 July:

⏳ Due to high transaction volumes, fund transfers could take up to 2 working days. This won't affect your current orders, holdings, or positions.

📌 Reference: NSE Circular NSE/INSP/72413, Ref. No. 4/2026, dated 20 January 2026. Issued by Ajay Darji, Associate Vice President, NSE Inspection Department.

Please note, the following securities will be removed from SEBI’s list of approved securities for Margin Pledge.

As a result, you will not receive margins for F&O trading against these scrips starting Tuesday, 30 Jun 2026: Click here for scrip details

NOTE: If you have pledged any of the above, starting 30 Jun 2026, you will not receive margins pledge benefit and you will be required to fulfil the full margin requirement. If you’re unable to pay, we will have to automatically square off your positions to recover the amount by 1 Jul 2026.

We have attached a list of these stocks for your reference.

Please review your portfolio and make necessary adjustments to avoid any inconvenience. Thank you for your understanding and cooperation.