Holdings - Upstox

Back

Announcements on #Corporate Action

19 December, Thu 4:24 pm

As per our previous communication, we would like to remind you about the lot size revisions and subsequent actions for BANKNIFTY, NIFTY, and SENSEX quarterly and half-yearly contracts. The revised lot sizes are detailed in the following table: Which contracts are impacted by this? The quarterly/half-yearly contracts expiring from March 2025 onwards are getting impacted... Read more

Which contracts are impacted by this? The quarterly/half-yearly contracts expiring from March 2025 onwards are getting impacted. What action is required from you? If your existing quarterly/half-yearly positions are not in multiples of the revised lot size, you would be required to square off the existing position or purchase more lots. Example: If you hold an existing position with 1 lot of NIFTY (March 2025 expiry and later) and the current lot size is 25, you have two options to align with the revised lot size of 75: 1. Add 2 more lots 2. Square off your existing 1-lot Why is this recommended? Post revision, if your existing positions aren’t in multiples of the new lot size, you won’t be able to close/square off the position or book profit / losses. IMPORTANT: Such a position may be worthless on the day of expiry What actions shall be taken by Upstox? 1. If you don’t have existing Futures positions with quarterly/half-yearly expiry, you won’t be able to place fresh orders in such contracts. Fresh orders shall be permitted only after the expiry of the existing December 2024 contract. 2. If you have a long (Option Buy) position with quarterly/half-yearly expiry of March 2025 and later, no action shall be taken by Upstox. You can either exit the position or purchase further lots to match it to the new lot size. Otherwise, such positions may become worthless. 3. If you have a short (Option Sell) position with quarterly/half-yearly expiry of March 2025 and later, you shall be permitted to trade in such contracts until restricted by Upstox. 4. If your existing short positions are not in multiples of the revised lot size by the below deadline, margin and MTM requirements will apply. As we won’t be able to square off such positions in case there is a margin shortfall post revision of lot size, we will fully or partially square off the existing short position in December itself. The permitted timeline for matching short positions in the revised multiples is as follows:

Please take cognisance of all your positions and plan your trade accordingly.

#Updates

16 December, Mon 9:01 pm

All ITM CRUDEOIL Option & CRUDEOIL MINI Option contracts on 16th December 2024 will be converted into Future contracts. To avoid square-off, please maintain sufficient margin before 10.00 PM today. Read more

#Updates

Upstox - Stocks, IPO, MF

Stock Market Trading & Demat Account App

10 December, Tue 1:54 pm

The demerger of Strides Pharma's CDMO business into ONESOURCE SPECIALTY PHARMA LTD was scheduled on 6 December 2024. Stock price update: - The update is on hold until final details are available - The stock price update will be shared once the required data is received Read more

#Updates

6 December, Fri 4:42 pm

The demerger scheme between Emkay Taps and Cutting Tools Limited (ETCTL) and Emkay Tools Limited (ETL) has been approved. Stock price update: - The update is on hold as we are awaiting details on the acquisition cost - The stock price update will be shared once the required data is received Read more

#Updates

2 December, Mon 6:05 pm

Starting 21 Nov, F&O lot sizes of major NSE and BSE indices are increasing. Here are the details: Note: 1.⁠ ⁠The last expiry dates for the existing lot sizes are mentioned here. 2.⁠ ⁠After December 24, 2024: If you hold F&O contracts in BANKNIFTY with expiries on 26 Mar 2025, 25 Jun 2025, or 24.. Read more

#Updates

27 November, Wed 5:43 pm

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 Friday, 29 November 2024 : Click here for scrip details NOTE: If you have pledged any of the above, starting 29 November 2024,.. Read more

#Updates

26 November, Tue 10:41 am

All ITM GOLD, GOLDM & SILVER Option contracts on 26TH November 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

21 November, Thu 5:23 pm

All ITM NATURALGAS/NATURALGASMINI Option contracts on 21st November 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

18 November, Mon 4:08 pm

If you recently participated in the Tata Motors merger and noticed you may have received fewer shares than expected, you’re not alone. This can be confusing, but it’s due to some shares being sold to cover the Tax Deducted at Source (TDS) on deemed dividends (amounts treated as dividends for tax purposes, even if not actually paid out). To help you understand why this happened and how it affects you, here’s a simple breakdown: Q: What was my expected share allocation? A: For example, if you owned 100 Tata Motors DVR shares at ₹100 each (totalling ₹10,000), you were expecting to get 70 Tata Motors shares based on the 10:7 swap ratio from the merger. Q: What are deemed dividends and how does TDS work? A: During the merger, part of the company’s profits was treated as deemed dividends. If the deemed dividend was ₹20 per DVR share, your total deemed dividend for 100 shares would be ₹2,000. The company deducts 10% TDS (which is ₹200) to pay to the government on your behalf. You can claim this back when filing your taxes. Q: Why were some of my shares sold? A: To cover the ₹200 TDS, the company sold about 1 of your Tata Motors shares. If the share price was ₹500, they sold 1 share for ₹500. Q: How many shares did I receive after the sale? A: You initially expected 70 shares, but after selling 1 to cover TDS, you ended up with 69 shares. Q: What happens to any leftover money from the sale? A: Any extra money from the sale of shares will be credited to your bank account within 45 to 60 days. Q: How do I calculate my new average price per share? A: Your total investment was ₹10,000 for 100 DVR shares. After the swap, the new average price per share is calculated as: - New Average Price = ₹10,000 ÷ 70 = ₹142.86 per share. Q: How will taxes apply when I sell my shares? A: If you sell your 69 shares at ₹600 each, here’s how your profits work out: 1. Capital Gain per Share: Selling Price - New Average Price = ₹600 - ₹142.86 = ₹457.14. This means you make ₹457.14 profit on each share. 2.Total Capital Gain for 69 Shares: 69 shares × ₹457.14 = ₹31,428.66. So, your total profit from selling all 69 shares is ₹31,428.66. 3.Adjusting for Deemed Dividend: From your total profit, you need to subtract the ₹2,000 deemed dividend. Adjusted Capital Gains = ₹31,428.66 - ₹2,000 = ₹29,428.66. This ₹29,428.66 is what will be taxed as Long-Term Capital Gains (LTCG). If your total LTCG for the year is under ₹1 lakh, you might not have to pay any tax on it!

#Updates

29 October, Tue 4:04 pm

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 Wednesday, 30 October 2024 : NOTE: If you have pledged any of the above, after 30 October 2024, you will not receive margins.. Read more

#Updates

29 October, Tue 12:33 pm

The Exchange has decided to remove 1,010 scrips from their list of ‘Approved Securities for Margin Pledge’. What does this mean? Starting from 1 August 2024, the Exchange will gradually increase the haircut percentage on these 1,010 scrips, eventually making it 100% by 1 November 2024. - From 1 August: 40% - From 1 September:.. Read more

#Updates

25 October, Fri 12:56 pm

RELIANCE Industries Limited has announced a bonus issue of 1:1. This means the shareholders will receive 1 additional share for every share they own. The record date for this adjustment is 28 October 2024. Due to this corporate action, please note the following impacts on your F&O contracts: 1. Contract Adjustments: All existing RELIANCE F&O.. Read more

#Updates

24 October, Thu 3:02 pm

Due to Daylight Saving Time in the USA, trading hours for all commodities have been revised: All MCX Intraday positions will be squared-off at 11.25 P.M. You can refer to the exchange circular here. Read more

#Updates

24 October, Thu 11:53 am

All ITM Natural Gas Option & Natural Gas Mini Option contracts on 24th October 2024 will be converted into Future contracts. To avoid square-off, please maintain sufficient margin before 10.00 PM today. Read more

#Updates

21 October, Mon 1:22 pm

We have exciting news! Starting 21 October 2024, you can use 100% of your stock sell value for same-day trading. In simple terms: If you sell stocks worth ₹100, you can use the full amount for trading on the same day! What was the previous policy? Previously, you could only use 80% of your stock.. Read more

#Updates

17 October, Thu 11:38 am

Introducing TBT Engine - A leap into the future of trading Earlier this year, we became the 1st broker in India to introduce Tick-by-Tick (TBT) powered charts, enabling you with accurate indicator mapping, pattern recognition and improved analysis. After this success, we’re ready with the second phase of our TBT offering, which is much bigger,.. Read more

Introducing TBT Engine - A leap into the future of trading Earlier this year, we became the 1st broker in India to introduce Tick-by-Tick (TBT) powered charts, enabling you with accurate indicator mapping, pattern recognition and improved analysis. After this success, we’re ready with the second phase of our TBT offering, which is much bigger, better, and bolder than before…. Presenting, TBT Engine, a suite of innovative features that leverage TBT data's full potential. You can watch the product keynote here in case you missed it - https://youtu.be/3GRNJrPjlp0?si=C3NuHHrMWCNtLW4c. And to use TBT Engine during market hours, click here - https://upstox.onelink.me/0H1s/Tbtengine Key features under TBT Engine 1. Order Flow Insights There are two main types of orders placed by traders: Limit and Market Orders. Currently, most traders prefer placing Limit Orders. However, a significant challenge with Limit Orders is ensuring their successful execution, often leading to guesswork during trade placement. To address this and improve execution rates, we’ve introduced Order Flow Insights. This feature leverages real-time Tick-by-Tick (TBT) data to provide traders with the following critical information before placing an order, helping them make more informed decisions and enhancing their chances of success. - Depth Rank: Tells you where your limit order stands in the market compared to other open orders. For example, if you place a limit order for XYZ stock at ₹100, you’ll immediately know at what level your order stands in the market. - Traded at or below/above: Tells you the percentage of orders traded below your limit buy order or above your limit sell order at that point of time - Qty. ahead: Tells you the total quantity of shares standing ahead of your order waiting to be traded - LIVE alerts: Notifies you every 15 minutes when your depth rank worsens 2. Market Depth 30 While trading in volatile markets, especially F&O contracts, the top 5 levels of market depth data are insufficient, as these levels can fill up quickly, leading to missed opportunities. To fix this gap, we will provide an in-depth order book, up to level 30 using the TBT data stream. 3. Demand and Supply Zones This section will show the top 5 prices with the highest quantities standing in the Exchange’s order book. It will help you with better trend identification. The Demand Zone helps you understand where there is strong buying interest, while the Supply Zone shows where selling pressure is high. This feature offers a clear advantage, helping you identify key price levels where the market might stabilize, rise, or fall. 4. GTT Trigger Engine Often, traders complain that their GTT orders weren’t triggered. This issue frequently occurs with highly volatile scrips. A major reason behind this is that most retail brokers use Snapshot Data, which is sampled at intervals, and therefore, their GTT triggers may miss capturing rapid price movements. We’re going to address this issue by utilising TBT data. Unlike Snapshot Data, TBT provides a continuous stream of all trade packets, ensuring that no price movement is overlooked. This comprehensive data allows for precise matching and reliable triggering of GTT orders. 5. Trade Price Checker Traders often need to verify whether their trades were executed correctly and check for any discrepancies between the broker’s report and the Exchange’s records. With our Trade Price Checker, we provide detailed information about every trade you place, regardless of which broker platform you use. How this works - to verify the accuracy of your trades, simply enter the Exchange order number into the Trade Price Checker. Upstox will instantly retrieve detailed information, including the exact time of execution, the precise trade price, and a reverse-matching of your order details. This feature allows you to see exactly how and with whom your order was matched, providing complete transparency and reinforcing trust in the accuracy and integrity of your transactions. With the power of our TBT Engine, your decisions are backed by precise, actionable market data insights. You’ll have a clear view of how many orders are ahead of you, where the demand-supply zones are, how many quantities are in the queue and more. This enables you to adjust your strategy for optimal execution. This level of access, once reserved for HFTs, and institutional traders is now at your fingertips, dramatically reducing information asymmetry and empowering you to make informed trading decisions. TBT Engine isn’t just an upgrade; it's a paradigm shift. TL;DR Upstox’s TBT Engine is here to help you: - Improve probability of success - Place informed trades - Gain a deeper understanding of the markets - Manage risks - Gain a competitive edge Quick links - Keynote: Upstox’s Biggest Product Launch Ever! | Feature access: https://upstox.onelink.me/0H1s/Tbtengine *Available only for NSE Cash and F&O scrips

#Updates

17 October, Thu 11:10 am

All ITM Crude Oil / CRUDEOILM Option contracts on 17th Oct 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

7 October, Mon 11:19 am

IDFC Limited (IDFC) has declared to the Exchange the issuance and allotment of 155 equity share for every 100 equity shares of IDFC Limited held by existing shareholders. The record date to determine shareholders who will be applicable for this is 10 October 2024. Due to this corporate action, keep in mind the following impact.. Read more

#Updates

1 October, Tue 8:50 pm

As announced by the Finance Minister earlier this year, Exchanges (NSE, BSE and MCX) have revised the Securities Transaction Tax (STT) and Transaction Charges applicable per-trade from 1 October 2024. The revised charges are mentioned below: A) Securities Transactions Tax: B) Exchange Transaction Charges - NSE B) Exchange Transaction Charges - BSE B)Exchange Transaction Charges .. Read more

#Updates

27 September, Fri 4:32 pm

We would like to inform you that around 1000 scrips have been disapproved by the Exchange from their list of ‘Approved Securities for Margin Pledge’ based on the circular issued on 8th July 2024. As per the circular, these scripts will now attract a minimum of 80% haircut starting from 1 October 2024. Earlier the.. Read more

#Updates

25 September, Wed 5:46 pm

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 Thursday, 26 September 2024: NOTE: If you have pledged any of the above, after 26 September 2024, you will not receive margins pledge.. Read more

#Updates

17 September, Tue 3:34 pm

All ITM Crude Oil / CRUDEOILM Option contracts on 17th Sep 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

28 August, Wed 7:02 pm

NSE has made it compulsory for all brokers to discontinue sharing brokerage commissions with individuals who aren’t registered as Authorised Persons (AP). What does this mean for you - Referral rewards: You can still earn rewards for referring friends to Upstox - Brokerage commissions: You won't be eligible to receive brokerage commissions for referred friends.. Read more

#Updates

26 August, Mon 12:51 pm

Please note, the following securities will be removed from SEBI’s ‘Approved Securities for Margin Pledge list’. As a result, you will not receive margins for F&O trading against these scrips starting Tuesday, 27 August 2024: NOTE: If you have pledged any of the above, after 27 August 2024, you will not receive margins pledge benefit.. Read more

#Updates

23 August, Fri 5:19 pm

All ITM Natural Gas Option contracts on 23rd August 2024 will be converted into Future contracts. To avoid square-off, please maintain sufficient margin before 10.00 PM today. Read more

#Updates

22 August, Thu 6:46 pm

Starting 23 August 2024, you can avail up to 4X margins via MTF to buy and hold Stocks for 365 days. What does this mean - Previously, MTF allowed you to buy Stocks with 50% funds, but now you can buy Stocks with a minimum 25% to 50% upfront funds - You can take positions.. Read more

#Updates

14 August, Wed 11:31 am

All ITM Crude Oil / CRUDEOILM Option contracts on 14th August 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

12 August, Mon 11:40 am

We're pleased to announce that you can now place Market Orders in BSE Derivatives, in addition to limit orders. What this means: Earlier we only permitted Limit Orders if you wished to trade in BSE Derivatives i.e. SENSEX Futures and Options. However, you can now place market orders as well. Keep in mind: - Market.. Read more

#Updates

7 August, Wed 3:54 pm

When a company announces a Rights Issue, they invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company credits its existing shareholders’ Demat Accounts with something called REs (Rights Entitlements). These REs are also listed on the exchange.. Read more

#Updates

24 July, Wed 5:58 pm

All ITM Natural Gas Option contracts on 24st July 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

22 July, Mon 2:59 pm

Due to expected trading volatility on the day of the Union Budget i.e. 23 July 2024, please note the following changes: Changes in intraday leverages & margin requirements: - 2X on F&O Stocks i.e. 50% fund requirement. - 1X on Non F&O allowed Stocks i.e. 100% fund requirement. - 1X on all Derivatives (Equity, Currency.. Read more

#Updates

12 July, Fri 11:30 am

Due to an intermittent issue, BSE F&O orders are still in a pending status. We are working with the Exchange to resolve this and will notify you. This is an industry-wide issue. Read more

#Updates

3 June, Mon 10:08 pm

Due to the Lok Sabha Election results on 4 June 2024, the market is expected to be volatile. To manage potential volatility, we are implementing some temporary risk management. As per this, please review the following important updates applicable only on 4 June 2024: MTF will be available only on Stocks that are listed in.. Read more

#Updates

3 June, Mon 10:09 am

Some users unable to place sell orders due to authorisation issues on 3 June 2024. We’re in touch with CDSL and will update you as soon as the issue is resolved. Thank you for your patience. Read more

#Updates

9 April, Tue 5:38 pm

We've noticed fake WhatsApp channels, such as ‘Upstox Facilities Group’ and ‘Upstox Investment Academy’, falsely claiming affiliation with Upstox and posing as Upstox employees. These groups are claiming to conduct educational courses and sessions on the Stock Market under our name. Please be aware that these channels are not official and have no association with.. Read more

#Updates

4 April, Thu 2:34 pm

As per RBI regulations, trading in currency derivatives is permitted solely for hedging your underlying forex exposure. If you have such an exposure, please submit your declaration by clicking here: Currency segment declaration. If we don’t receive your declaration by 3:30 PM today, 4 April 2024, we will have to square-off all existing positions. Please.. Read more

#Updates

2 April, Tue 10:04 pm

We have an important update regarding a circular issued by the RBI on 5 January 2024. As per the circular, Indian residents are allowed to participate in currency derivative trading on Exchanges only for the purpose of hedging. Hedging here refers to protecting against potential losses from currency fluctuations that arise from international transactions, which.. Read more

#Updates

29 February, Thu 6:16 pm

As per a recent update from the Reserve Bank of India (RBI) regarding customers with a Paytm Payments Bank (PPB) account, here are a few important things you must keep in mind which will come into effect from 10 March 2024: - Upstox will no longer accept payments or mandate requests through PPB - If PPB is your Primary bank account on Upstox, you will no longer be able to use it to add or withdraw funds - If you have a Secondary bank account other than PPB, we will mark your Secondary account as your Primary account - Mutual Fund transactions after 10 March 2024 will no longer be processed through your PPB account - You will not be able to add PPB as a new bank account on Upstox - Existing SIPs till 10 March will remain unimpacted What You Can Do: 1) If PPB is your current Primary bank account on Upstox: - Add a new bank account by following these steps: How do I add a new bank in my Upstox account? - Make the newly added bank account as your Primary bank account by following these steps: How do I change my Primary bank account linked to my Upstox account? 2) If your Mutual Fund SIPs are via PPB and it’s the only Primary bank account: - Add a new bank account by following these steps: How do I add a new bank in my Upstox account? - Stop your existing SIP by following these steps: How do I stop my mutual fund SIP at Upstox? - Create a fresh SIP with the new bank account. 3) If your Mutual Fund SIPs are via PPB and you already have a Secondary bank account on Upstox: - If you have any other bank mandate available, we will migrate your existing SIP to that mandate - If you don’t have any bank mandate available, we will transfer your SIPs to your Secondary bank account and you will receive a mandate approval email. Please approve the mandate by following these steps:

-> Click on ‘Click here’ or ‘Approve Mandate’ as per your email
-> Select a verification method (NetBanking / Debit Card)
-> Agree with the ‘Terms and Conditions’
-> Approve using NetBanking or Debit Card details
-> Your mandate will be approved within 5 working days.
-> We will link your SIP to the approved mandate.

These changes are designed to ensure compliance with the latest RBI directives and to maintain the integrity of your transactions on Upstox. You can refer to the RBI FAQs here: Reserve Bank of India - Frequently Asked Questions.

#Updates

27 February, Tue 12:54 pm

On Saturday, 2 March 2024, NSE & BSE will host a special LIVE trading session in the Equity and Derivative (F&O) segments. Why is this session happening? This session is happening because SEBI wants to ensure that market intermediaries such as Exchanges, Clearing Houses, and Depository Organizations can smoothly switch to a backup plan.. Read more

On Saturday, 2 March 2024, NSE & BSE will host a special LIVE trading session in the Equity and Derivative (F&O) segments. Why is this session happening? This session is happening because SEBI wants to ensure that market intermediaries such as Exchanges, Clearing Houses, and Depository Organizations can smoothly switch to a backup plan - the Disaster Recovery (DR) site in case of an unexpected disaster. It aims to ensure that trading activities continue without interruptions and that all data remains secure. What are the timings of this LIVE session ? The day will be divided into two trading sessions: Live Trading from the Primary Site (Trading Session 1):

Market Schedule	Start Time	End Time
Equity
Pre Open*	9:00 AM	9:08 AM
Normal Market	9:15 AM	10:00 AM
Derivative
Equity F&O	9:15 AM	10:00 AM

Live Trading from the DR Site (Trading Session 2):

Market Schedule	Start Time	End Time
Equity
Pre Open*	11:15 AM	11:23 AM
Normal Market	11:30 AM	12:30 PM
Closing Session	12:40 PM	12:50 PM
Derivative
Equity F&O	11:30 AM	12:30 PM

What to keep in mind on this day?

🔸 Any open orders not executed by the end of the first session will be cancelled and won’t be carried forward to the next session
🔸 Securities (including stocks having F&O Contracts) will have upper and lower circuit limits set at 5%
🔸 Stocks with existing 2% limits will maintain that limit
🔸 All futures contracts will operate within a 5% range
🔸 Typically, stocks in the F&O segment and futures contracts enjoy flexible price bands in a regular trading session. This means that if the circuit limit is reached, it is usually relaxed to facilitate continuous trading. However, this standard practice won't apply during this special session.
🔸 Only delivery trades would be allowed (No Intraday).
🔸 No fresh position would be permitted under MTF, only square off trades would be permitted.
🔸 Considering 2 March is a settlement holiday, any credits from the F&O segment and intraday profits from 1 March won't be available for trading during this session
🔸 Sale proceeds from BTST sell transactions on 2 March will be settled on Monday, 4 March. Credits will be available for trading on Tuesday, 5 March
🔸 SIP orders on Upstox won't be executed during the Special Trading Session. Scheduled SIP orders on 2 March will be processed on the next trading day i.e. 4 March
🔸 Brokerage charges will be applicable as usual
🔸 Fund withdrawals will not be processed on this day

For more information, check out the circulars here (NSE, BSE) This is the first time that the Exchanges are switching trading from their primary site to the disaster recovery (DR) site during a LIVE trading session. As per a notification from the Exchange (Refer to point 6), during this switch, there could be a possibility of executed trades getting cancelled by the Exchange. Details of such cancelled trades will be notified to you by EOD.

#Updates

22 February, Thu 4:27 pm

As we expand, we aim to offer more products and services, ensuring you have everything you need to Invest Right. We're currently restructuring to support this growth. Although 'Upstox' may be the name you're familiar with, our legal entity is 'RKSV Securities India Pvt. Ltd.' To streamline our structure and facilitate further growth, we're transitioning.. Read more

#Updates

24 January, Wed 4:08 pm

#Updates

23 January, Tue 7:07 pm

All ITM Natural Gas Option contracts on 23rd January 2024 will be converted into Futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the Future contracts before 10.00 PM today. Read more

#Updates

20 January, Sat 12:25 am

On account of a holiday declared under the Negotiable Instrument Act, please note the revisions in trade timings: Schedule for Saturday, 20 January Equity, Equity Derivatives: 9 AM - 3:30 PM Currency, Commodity: Closed Schedule for Monday, 22 January Equity, Equity Derivatives, Currency: Closed Commodity: 5 PM to 11:55 PM Note: The Special LIVE Trading.. Read more

#Updates

1 January, Mon 10:03 am

On account of New Year's day, Monday, Jan 1, 2024, please note: 👉 Commodity markets will be closed for the second session from 5 PM to 11:55 PM 👉 Intraday positions will be squared-off at 4:35 PM Read more

#Updates

4 December, Mon 6:42 pm

The TCS (Tata Consultancy Services) buyback offer at ₹4150 per share opened on 1st December 2023 and closes on 7th December 2023. What is a buyback and why should you opt for it? Its a corporate action where a company offers to buyback its shares from the existing shareholders usually at a higher price than.. Read more

The TCS (Tata Consultancy Services) buyback offer at ₹4150 per share opened on 1st December 2023 and closes on 7th December 2023.

What is a buyback and why should you opt for it?

Its a corporate action where a company offers to buyback its shares from the existing shareholders usually at a higher price than the market price. To learn more about a buyback, click here.

What does this mean for TCS shareholders?

Existing TCS shareholders holding TCS shares as of 25th November 2023 (which is the record date) can offer to sell their shares back to TCS for ₹4150 per share by applying to their buy-back offer on or before 7th December 2023.

How to apply for a buyback?

1️⃣ Login to the Upstox app using your 6-digit PIN or biometrics
2️⃣ Go to Account → Profile → My Account → Actions → Corporate Actions → Buyback
3️⃣ Select the required stock for buyback
4️⃣ Enter the quantity and click on apply
5️⃣ If you have submitted your POA or enabled DDPI, then the buyback will be auto confirmed

OR If you are applying via a CDSL TPIN, click on ‘Continue to CDSL TPIN’ . If you do not have a TPIN, scroll down and select ‘Generate TPIN on CDSL’. Enter the TPIN and approve the transaction. Your buyback order will be confirmed and you can check the order status under the ‘Orders placed’ tab If you’re using an old Upstox app, click here: How to apply for Buy-backs/Takeover/Delisting?

When can you apply?

Apply for this buyback before 7th December 2023

What to keep in mind while applying?

🔹 You can only apply for this buyback if you hold shares of TCS in your Demat account as on 25th November 2023
🔹 You shouldn’t sell these shares on or before 7th December 2023 if you’re interested to take part in the buyback offer
🔹 After applying and offering your shares up for a buyback, you cannot sell them in the market and modify or cancel your original bid
🔹 You can only sell these shares in the market If the company cancels the buyback and you receive your shares back from the company
🔹 You will receive the buyback amount for the shares from TCS/ Registrar & Transfer Agent (RTA) directly into your bank account (this will be updated in the records of the depository as well).
🔹 A total of 4,09,63,855 shares will be accepted by TCS for the buyback and the remaining shares not accepted by TCS will be returned back to shareholders in their Demat account.
🔹 On 14th December 2023, TCS will credit the payment for the accepted shares and the unaccepted shares will be returned to the user's demat accounts. The percentage of shares accepted will be decided based on the number of retail investors who have applied for the buyback.

That’s all about the TCS buyback, stay tuned for more buyback updates from Upstox!

#Corporate Action

8 November, Wed 6:32 pm

Muhurat Trading is a special 1-hour session held every year on the occasion of Diwali to mark the beginning of a New Samvat Year. Investors consider Muhurat Trading auspicious and believe it will bring wealth and prosperity throughout the coming year And to celebrate this auspicious occasion, we are offering brokerage*- free trading on 12th.. Read more

#Updates

27 October, Fri 11:44 am

On 26th October 2023 few of our users faced a market feed issue. We sincerely apologise for the inconvenience this might have caused. Here’s a detailed breakdown of why this happened and how we resolved it: 🔸 9:58 AM: We were alerted that one of our IT Systems had developed issues due to which some.. Read more

#Updates

13 October, Fri 7:18 pm

As per MCX/TRD/700/2023 and MCX/TECH/694/2023 circular, due to the introduction of a new Commodity (MCX) Derivatives Platform on Monday, 16th October, 2023 note the revised trading hours for orders on 16th October 2023 Particulars Special Session Trade Start Time Trade End Time Client Code Modification Session Non-Agri Commodities 10:30 AM to 10:44 AM 10:45.. Read more

#Revised Timings,Updates

9 October, Mon 7:54 pm

The Bombay Stock Exchange (BSE) has discontinued Stop Loss Market (SL-M) orders from 9th October 2023. What are Stop-Loss Orders? As the name suggests, Stop-Loss is an order placed to limit your losses. A stop-loss can either be a buy order or a sell order and is the opposite of your open trade. For instance,.. Read more

#Updates

5 October, Thu 1:11 pm

As per Exchange circular no. 20230929-21, Shreyas Shipping & Logistics Ltd. has issued a Withdrawal of their Buy-Back offer from Tuesday, 3rd October 2023 to Monday, 16th October 2023. What does this mean? An "Offer to Buy – Withdrawal Offer" is a situation where a company after making an offer to buy back shares decides.. Read more

#Corporate Action

6 September, Wed 8:50 am

As you haven’t validated your KYC details - email ID and mobile number registered with KRA (SEBI’s KYC Registration Agency) by 1st September, your account has been temporarily blocked and frozen by CDSL. To unblock it, please follow these steps: 👉 Visit cvlkra.com 👉 Click the KYC inquiry section 👉 Enter your PAN and captcha.. Read more

#Updates

4 September, Mon 10:52 am

With effect from 4th September 2023, please note the following changes while trading in illiquid Options: 👉 You will not be allowed to trade in Stock Option contract with a volume less than 100 👉 Following far OTM/DEEP ITM Stock Options contracts will be blocked for trading: 🔸 For current month expiry: Contracts with.. Read more

#Updates

1 September, Fri 10:43 am

We've noticed fake Telegram Channels such as ‘Upstox Data Tutor’ falsely claiming affiliation with Upstox. Please note that these channels are not official and Upstox has no connection with them. To ensure your account's security, follow these guidelines: ⛔️ Never share your passwords/PINs 🔄 Keep your app updated for the latest fixes 🛡️ Stay cautious.. Read more

#Updates

20 August, Sun 11:35 am

Reliance Industries Limited (RIL) demerged its financial unit Reliance Strategic Investments and renamed it Jio Financial Services (JSFL). The record date for the purpose of determining eligibility was 20th July 2023. Accordingly, all RIL shareholders as of 20th July will get one share of JFSL for every RIL share they own. 👀Due to this keep.. Read more

#Corporate Action,Holdings,Updates

13 July, Thu 5:14 pm

Reliance Industries Limited (RELIANCE) has declared to the Exchange the issuance and allotment of 1 equity share for every 1 equity share of Reliance Industries Limited held by existing shareholders.The record date for the purpose of determining shareholders who will be applicable for this is 20th July 2023. Due to this corporate action, keep in.. Read more

#Updates

11 July, Tue 11:29 am

Due to the merger between HDFC Limited and HDFC Bank, trading will be suspended in HDFC Limited from 13th July 2023. Due to this keep the following impact in mind: - You will not be able to trade in HDFC Limited from 13th July 2023 onwards and your HDFC Limited holdings will not be visible.. Read more

#Updates

10 July, Mon 12:40 pm

We can't wait to share some exciting new updates in our MTF (Margin Trading Facility). Applicable from 17th July 2023, you can now enjoy MTF Positions with lesser upfront margins! - Instead of just flat 50% margin, enjoy these margins: A. For F&O Stocks = VAR + 3 times ELM B. For Non F&O Stocks.. Read more

#Updates

6 July, Thu 3:03 pm

Due to a merger between HDFC Ltd. and HDFC Bank Ltd., the scrip ‘HDFC Limited’ will no longer be available for trading under the Equity Derivatives (F&O) segment. Keeping this in mind, please take note of the following: -HDFC Ltd. will be delisted on 13th July 2023 -A day prior to this date i.e. on.. Read more

#Corporate Action

25 April, Tue 10:33 am

As per Exchange guidelines, it is mandatory to link your PAN to your Aadhaar before 30th June 2023. If you do not link your PAN to your Aadhaar by this date, 👉 You will not be allowed to to trade from 1st July 2023 onwards 👉 Your PAN shall be considered as invalid. 👉 Any.. Read more

#Updates

18 April, Tue 2:02 pm

Traders, we’ve got good news for you! Now you can up your trades with these latest updates: 🚀490 790 Scrips Applicable For Equity Intraday Trading! Earlier equity intraday orders were applicable only on 490 scrips, but we’ve increased this limit to 790 scrips This means you can place equity intraday orders on 300 scrips more.. Read more

#Updates

3 April, Mon 11:20 am

As per the NSE exchange circular NSE/FA/56129, please note the revised transaction charges and revised STT (securities transaction tax applied by the government) applicable from 1st April 2023 onwards. Charges per lakh of traded value NSE Transaction Charges Old Rate (₹) New Rate (₹) Cash Market (traded value) 3.45 3.25 Equity Futures (traded value) 2.. Read more

#Updates

15 March, Wed 11:56 am

Nomination is an important aspect of managing your account in your absence, whether it's your bank account, trading account or Demat account. Why should you add a Nominee? A nominee is the person or person(s) you legally appoint to own your shares in your absence. 🔸 Adding a nominee can provide peace of mind knowing.. Read more

#Updates

2 March, Thu 10:26 am

Starting from 1st March 2023 BSE will be revising tick size for scrips trading below ₹100. Before 1st March 2023 scrips with price of ₹15 or below had a tick size of 0.01 on BSE. But now scrips with price of ₹100 or less will have tick size of 0.01 per tick instead of 0.05.. Read more

#Updates

20 February, Mon 12:27 pm

All ITM Natural Gas option contracts on 21st February 2023 will be converted into futures contracts. To avoid square-off, ensure that you maintain sufficient margin for the future contracts before 10.00 PM today. Read more

#Updates

27 January, Fri 5:13 pm

Rights Entitlements (REs) is the number of new shares that the shareholder of a company is eligible to apply for under the Rights issue offer of that company. The REs will be in the form of temporary Demat securities which will lapse if you do not use them to apply for the rights or sell.. Read more

#Updates

23 January, Mon 2:47 pm

As per SEBI, the T+1 settlement cycle is now becoming applicable to all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February 2022. The last list of stocks applicable for the T+1 settlement cycle will go live from.. Read more

#Updates

12 January, Thu 10:48 am

Starting from 12th January 2023, any Standard Withdrawal Request placed after 8 AM on a Friday, will be processed on a Monday. If Monday is a trading holiday it will be processed on the next trading day. What does this mean? To transfer funds from your trading account to your registered bank account linked with Upstox, you need to place a Standard Withdrawal request or an Instant Withdrawal request on our platform. Earlier, if you placed a Standard Withdrawal request after 8 AM on a Friday, your funds would get transferred to your registered bank account by 3 PM on Saturday if it was a working Saturday. However, now any Standard Withdrawal request placed after 8 AM on Friday will be processed by 3 PM on Monday. This means you’ll receive your funds in your registered bank account by 3 PM on Monday. If Monday happens to be a trading holiday, you’ll get your funds on the next trading day. Why has this change come into effect? As per a recent SEBI circular dated 20th July 2021, SEBI has introduced a mechanism wherein brokers in addition to depositing clients money with Exchange/Clearing Corporation (CC), are also required to allocate the funds to the respective clients at the Exchange/CC. This circular will ensure that client funds are not misused in any way. As the second phase of this circular comes into effect, your funds will be deposited and allocated to the Exchange/CC on a real time basis. And since the Exchange/CC are non functional on Saturday we will be unable to deallocate your funds and withdraw it from the CC/ Exchange to meet your withdrawals on weekends. What should you do, if you need funds earlier? If you need your funds earlier you have the option to place an Instant Withdrawal request on any trading day between 10 AM to 6 PM. By placing an Instant Withdrawal request, funds will be transferred from your Upstox account into your registered bank account within 15 minutes. For placing an Instant Withdrawal request, keep the following in mind → -Through Instant Withdrawal, you can withdraw anywhere between ₹100 up to ₹2 lakhs per day -Ensure that the IMPS mode is active on your bank account -Used margin is the total amount that you have utilised against any open or closed positions and it needs to be zero. -Positions that are still open and not squared off should be exited before placing an instant withdrawal request -Instant Withdrawal is only available on trading days. As per this, what’s the Standard Withdrawal TAT for all days?

Trading day	Withdrawal request time	Time frame
Monday - Friday	Before 8.00 AM	By 3:00 PM on the same day
Monday - Thursday	After 8.00 AM	By 3:00 PM on the next trading day
Friday - Saturday	After 8.00 AM	By 3:00 PM on Monday (or the next trading day if Monday is a holiday)
Bank holiday/ Settlement holidays/ Public holiday	Any time	By 3:00 pm on the next trading day

For further help, kindly refer to our help centre article here:

How can I withdraw funds from my Upstox account?

#Updates

30 December, Fri 1:47 am

Fresh orders under MTF will be accepted only for the scrips, listed under F&O. This change will be effective from 30th December 2022 until further notice. Thank you for your patience. Read more

#Updates

28 December, Wed 12:31 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The 11h list of stocks applicable for the T+1 settlement cycle will go live from 30th.. Read more

#Holdings

20 December, Tue 3:21 pm

As per a SEBI mandate, physical settlement is compulsory if a trader holds a position in any Stock F&O contracts on the expiry date. What is Physical Settlement? In a Stock F&O contract, when there is an open position that has not been squared off by its expiry date, Physical Settlement takes place. This.. Read more

As per a SEBI mandate, physical settlement is compulsory if a trader holds a position in any Stock F&O contracts on the expiry date. What is Physical Settlement? In a Stock F&O contract, when there is an open position that has not been squared off by its expiry date, Physical Settlement takes place. This implies they have to physically give/take delivery of Stocks to settle the open transactions instead of settling them with cash. Examples of physical settlement: Futures Long positions of 1 lot of Reliance, 250 quantity at Rs. 2000 i.e. Rs. 5 lakh contract value F&O = 20% charges i.e. Rs. 1,00,000. This means, you are required to give Rs. 1 lakh, but if you decide to physically settle then you need to have a total contract value of Rs. 5 lakhs. Short positions of 1 lot Reliance 250 quantity at Rs. 2000 i.e. Rs. 5 lakh contract value F&O = 20% charges i.e. Rs. 1,00,000. This means, you are required to give Rs. 1 lakh, but if you decide to physically settle then you need to have the holdings of 250 quantities of Reliance and Rs. 1 lakh margin money till the expiry date. Options Long - 1 lot of Reliance, 250 quantity for the strike price of Rs. 2000 Call (CE) Options. If the underlying price of Reliance is greater than the strike price of Rs. 2000, then the contract is said to be ITM (In-The-Money). If you wish to go for physical settlement, you need to maintain a free ledger balance of Rs 5 Lakh in your account, else physical settlement would not be done. Long - 1 lot of Reliance, 250 quantity for the Strike price of Rs. 2000 Put (PE) Options. If the underlying price of Reliance is lesser than the strike price of Rs. 2000, then the contract is said to be ITM (In-The-Money). If you wish to go for physical settlement, you need to provide the Stocks (shares) equal to the lot quantity positioned to be available in the Demat account, else physical settlement would not be done. Please note --

Short ITM PE options and treatment would be similar to Long ITM CE options. Free ledger balance equal to the contract value to be maintained.
Short ITM CE options, treatment would be similar to Long ITM PE options. Holdings shares of lot quantity are positioned to be available in the Demat account.

What is the process for Physical Settlement on Upstox? To opt for physical settlement on Upstox, you need to provide your consent first, and here are the details for the same:

To provide your consent for physical settlement of open Stock F&O contract(s) with December 2022 expiry visit the ‘Profile’ section on your Upstox account on our App / Web and give your consent from here before EOD on Tuesday, 27th December 2022.
Based on your consent, Upstox will evaluate whether your position qualifies for physical settlements and if there are sufficient ledger balances/holdings (whichever applicable) is available.
Kindly, plan your trades keeping in mind that you will not be able to trade in fresh positions in the current December 2022 expiry F&O contracts from Wednesday, 28th December 2022 onwards.
Correspondingly, position conversion(s) on carrying forward of any stock futures positions shall also not be permitted.

What other impact could this have on your positions? Your position will automatically be squared off on expiry day at 12:00 PM in case:

You have not provided your consent for physical settlement
You provided your consent for physical settlement and do not have Ledger Value (equal to contract value) / holdings available for the physical settlement of your positions.
In the case of funds/holdings not being available for all the open positions, we will execute square-offs for all the positions. Thus no partial funds/holdings evaluation for the expiring positions will be considered by our team.

What else to keep in mind? Delivery margins would be applicable as per Exchange norms on all the existing long ITM (In The Money) stock option positions in a staggered manner as explained below:

10% of delivery margins computed on expiry -4 days EOD (Friday)
25% of delivery margins computed on expiry -3 days EOD (Monday)
45% of delivery margins computed on expiry -2 days EOD (Tuesday)*
70% of delivery margins computed on expiry -1 day EOD (Wednesday)*

To avoid margin shortages, Upstox would be blocking such (above-mentioned) delivery margins from the Beginning of the Day (BOD) instead of the End of the Day (EOD).
If the positions are not squared off for any reason (e.g: non-liquidity), then the contract would have to be settled physically and you would be liable to pay the entire amount of the settlement.

* If you have opted for physical settlement, you would be required to fulfill the entire funds (contract value) / holdings requirement by EOD on Tuesday, 27th December 2022. In the case of spread contracts, you are advised to provide margins for both legs since the risk of one leg square off by you anytime would result in physical settlement of the other leg. Brokerage in Physical settlement: Since there is a substantial increase in effort and risk to settle these F&O positions resulting in physical delivery if F&O positions result in the physical delivery brokerage will be 0.25% of the physical settled value. For all the netted-off positions brokerage will be 0.1% of the physical settled value. All physical settled contracts (Futures & Options) will also carry an applicable Exchange charge. And that’s all. Keep a watchful eye on this page for more updates from Upstox!

#Updates

16 December, Fri 4:35 pm

In case of concerns are not addressed within a reasonable time i.e. within 5 working days, you may escalate it to Next Level as per the defined matrix. Escalation Level Details of Contact Person Address Contact No. Email Id Operational / Working hours Level 1 Customer Care / Client Servicing Customer Service 30th Floor, SunshineTower,.. Read more

#Updates

19 November, Sat 9:55 am

On 18th November 2022 - CDSL (Central Depository Services Ltd) faced intermittent issues due to which, there was an industry-wide impact on a few transactions. What is the impact? On authorisation of MTF positions Some of you may have seen this error ‘Your request failed due to timeout’ while trying to authorise your MTF.. Read more

#Updates

17 November, Thu 11:00 am

Mindtree Limited (MINDTREE) declared to the Exchange the issuance and allotment of 73 equity shares of the merged entity for every 100 Mindtree equity shares held by existing shareholders. The record date for the purpose of determining shareholders who will be applicable for this is 24th November 2022. Due to this corporate action, keep.. Read more

#Corporate Action

16 November, Wed 1:37 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The 10th list of stocks applicable for the T+1 settlement cycle will go live from 25th.. Read more

#Holdings

16 November, Wed 12:16 pm

As per a SEBI mandate, physical settlement is compulsory if a trader holds a position in any Stock F&O contracts on the expiry date. What is Physical Settlement? In a Stock F&O contract, when there is an open position that has not been squared off by its expiry date, Physical Settlement takes place. This implies they have to physically give/take delivery of Stocks to settle the open transactions instead of settling them with cash. Examples of physical settlement: Futures Long positions of 1 lot of Reliance, 250 quantity at Rs. 2000 i.e. Rs. 5 lakh contract value F&O = 20% charges i.e. Rs. 1,00,000. This means, you are required to give Rs. 1 lakh, but if you decide to physically settle then you need to have a complete contract value of Rs. 5 lakhs. Short positions of 1 lot Reliance 250 quantity at Rs. 2000 i.e. Rs. 5 lakh contract value F&O = 20% charges i.e. Rs. 1,00,000. This means, you are required to give Rs. 1 lakh, but if you decide to physically settle then you need to have the holdings of 250 quantity of Reliance and Rs. 1 lakh margin money till the expiry date. Options Long - 1 lot of Reliance, 250 quantity for a strike price of Rs. 2000 Call (CE) Options. If the underlying price of Reliance is greater than the strike price of Rs. 2000, then the contract is said to be ITM (In-The-Money). If you wish to go for physical settlement, you need to maintain a free ledger balance of Rs 5 Lakh in your account, else physical settlement would not be done. Long - 1 lot of Reliance, 250 quantity for a Strike price of Rs. 2000 Put (PE) Options. If the underlying price of Reliance is lesser than the strike price of Rs. 2000, then the contract is said to be ITM (In-The-Money). If you wish to go for physical settlement, you need to provide the Stocks (shares) equal to the lot quantity positioned to be available in the Demat account, else physical settlement would not be done. Please note --

Short ITM PE options and treatment would be similar to Long ITM CE options. Free ledger balance equal to the contract value to be maintained.
Short ITM CE options, treatment would be similar to Long ITM PE options. Holdings shares of lot quantity are positioned to be available in the Demat account.

What is the process for Physical Settlement on Upstox? To opt for physical settlement on Upstox, you need to provide your consent first, and here are the details for the same:

To provide your consent for physical settlement of open Stock F&O contract(s) with November 2022 expiry visit the ‘Profile’ section on your Upstox account on our App / Web and give your consent from here before EOD on Tuesday, 22nd November 2022.
Based on your consent, Upstox will evaluate whether your position qualifies for physical settlements and if there are sufficient ledger balances/holdings (whichever applicable) is available.
Kindly, plan your trades keeping in mind that you will not be able to trade in fresh positions in the current November 2022 expiry F&O contracts from Wednesday, 23rd November 2022 onwards.
Correspondingly, position conversion(s) on carrying forward any stock futures positions shall also not be permitted.

What other impact could this have on your positions? Your position will automatically be squared off on expiry day at 12:00 PM in case:

You have not provided your consent for physical settlement
You provided your consent for physical settlement and do not have Ledger Value (equal to contract value) / holdings available for the physical settlement of your positions.
In the case of funds/holdings not being available for all the open positions, we will execute square-offs for all the positions. Thus no partial funds/holdings evaluation for the expiring positions will be considered by our team.

What else to keep in mind? Delivery margins would be applicable as per Exchange norms on all the existing long ITM (In The Money) stock option positions in a staggered manner as explained below:

10% of delivery margins computed on expiry -4 days EOD (Friday)
25% of delivery margins computed on expiry -3 days EOD (Monday)
45% of delivery margins computed on expiry -2 days EOD (Tuesday)*
70% of delivery margins computed on expiry -1 day EOD (Wednesday)*

To avoid margin shortages, Upstox would be blocking such (above-mentioned) delivery margins from the Beginning of the Day (BOD) instead of the End of the Day (EOD).
If the positions are not squared off for any reason (e.g: non-liquidity), then the contract would have to be settled physically and you would be liable to pay the entire amount of the settlement.

* If you have opted for physical settlement, you would be required to fulfill the entire funds (contract value) / holdings requirement by EOD on Tuesday, 22nd November 2022. In the case of spread contracts, you are advised to provide margins for both legs since the risk of one leg being squared off by you at any time would result in the physical settlement of the other leg. Brokerage in Physical settlement: Since there is a substantial increase in effort and risk to settle these F&O positions resulting in physical delivery if F&O positions result in the physical delivery brokerage will be 0.25% of the physical settled value. For all the netted-off positions brokerage will be 0.1% of the physical settled value. All physical settled contracts (Futures & Options) will also carry an applicable Exchange charge. And that’s all. Keep a watchful eye on this page for more updates from Upstox!

#Updates

9 November, Wed 12:52 pm

We have discontinued offline process for the following: -Activating segments - F&O, Commodity, Currency -Adding nominees -Changing/adding another bank account -Changing registered email address -Changing registered mobile number All of the above processes can now be done online. Steps for each are given below: - Activating segments: Segment Addition - Adding nominee: How can I.. Read more

#Updates

27 October, Thu 5:33 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The 9th list of stocks applicable for the T+1 settlement cycle will go live from 28th.. Read more

#Holdings

21 October, Fri 11:54 am

NMDC Limited (NMDC) declared to the Exchange the issuance and allotment of 1 equity share for every 1 equity shares held by existing shareholders.The record date for the purpose of determining shareholders who will be applicable for this is 21th October 2022. Due to this corporate action, keep in mind the follow impact on your.. Read more

#Corporate Action

12 October, Wed 12:52 pm

Aarti Industries Limited (AARTIIND) declared to the Exchange the issuance and allotment of 1 equity share for every 4 equity shares held by existing shareholders. The record date for the purpose of determining shareholders who will be applicable for this is 20th October 2022. Due to this corporate action, keep in mind the following impact.. Read more

#Corporate Action

27 September, Tue 1:49 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The 8th list of stocks applicable for the T+1 settlement cycle will go live from 30th.. Read more

#Holdings

9 September, Fri 4:14 pm

Bajaj Finserv has announced the following corporate actions with record date of 14th September 2022 for both: A stock split in the ratio 5:1 A bonus issue in the ratio 1:1 What’s the impact of these corporate actions on existing shareholders of Bajaj Finserv? Impact of stock split: If you hold Bajaj Finserv shares as.. Read more

Bajaj Finserv has announced the following corporate actions with record date of 14th September 2022 for both:

A stock split in the ratio 5:1
A bonus issue in the ratio 1:1

What’s the impact of these corporate actions on existing shareholders of Bajaj Finserv?

Impact of stock split: If you hold Bajaj Finserv shares as on 14th September 2022 (which is the record date) your existing shares will be split in the ratio 5:1. In other words, for every 1 share you hold of Bajaj Finserv you’ll now have 5 new shares in your Demat account. Impact of bonus shares: If you hold Bajaj Finserv shares as on 14th September 2022 (which is the Record date) then you will receive 1 new share of Bajaj Finserv for every 1 share you hold in your Demat account . You will also receive a confirmation SMS for the same from the depository. Impact on holdings

The stock split will happen first and then the bonus shares will be distributed. This means if you hold 1 share of Bajaj Finserv as on record date, then as per the stock split ratio of 5:1 you will have 5 shares. Post this, as per the 1:1 bonus ratio, you will receive 5 bonus shares for the 5 shares you hold.
When a stock split happens, you can view new holdings only after the ISIN (International Securities Identification Number) is updated
The average price / P&L is not shown when a corporate action takes place, while we work on updating this, kindly calculate the average price manually by following steps here: How is the average price calculated for Delivery positions ?
You can refer to the ledger report to check the price of the shares: What is Ledger report and how do I access it?
Bonus shares will be credited to your Demat account on the day of allotment under temporary ISIN and will NOT be available for trading/holding until the stocks with the updated ISIN are listed on the Exchange.

To know more, read the circular here Stay tuned for important updates from Upstox! Happy Trading, Team Upstox.

#Corporate Action,Holdings

29 August, Mon 2:50 pm

As part of the Insolvency Resolution Process of Reliance Communications (RCom), its existing shares have been suspended from trading. What does this mean? A company is suspended from trading if it doesn’t comply with the Exchange regulations. This means one cannot buy or sell any more shares of that company till the suspension has been.. Read more

#Corporate Action,Holdings

26 August, Fri 5:40 pm

Due to an ongoing corporate action with Piramal Enterprises Limited (PEL), keep the following pointers in mind: For Equity PEL has declared to the Exchange that it will issue and allot 4 equity shares of ₹10/- each for every 1 equity share (of face value of ₹2) held by PEL shareholders. The Record Date for.. Read more

#Corporate Action

25 August, Thu 1:31 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The 7th list of stocks applicable for the T+1 settlement cycle will go live from 26th.. Read more

#Holdings

28 July, Thu 2:41 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The sixth list of stocks applicable for the T+1 settlement cycle will go live from 29th.. Read more

#Holdings

28 June, Tue 11:47 am

As per NCL circular reference NCL/CMPT/52374 dated 23rd May, 2022 and NSE circular NSE/FAOP/52732 dated 24th June 2022 note the following updates The maturity date of Indian Oil Corporation Limited (IOC) contracts expiring in June 2022 shall be 29th June, 2022. You can refer to the Exchange circular here Adjustments in open F&O positions.. Read more

#Corporate Action

24 June, Fri 12:38 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The fifth list of stocks applicable for the T+1 settlement cycle will go live from 24th.. Read more

#Holdings

9 June, Thu 10:47 am

Motherson Sumi Systems Limited has changed its name to Samvardhana Motherson International Limited and changed its trading symbol from MOTHERSUMI to MOTHERSON. This change will be effective from 9th June 2022. What this means for you? This has no impact on your existing trades and positions After-Market-Orders placed on 8th and 9th June 2022 for.. Read more

#Corporate Action

8 June, Wed 6:16 pm

AU Small Finance Bank (AUBANK) conducted a meeting with its Board of Directors on 26th April 2022. As per this meeting, it has declared, to the Exchange, an issue of Bonus Shares in the ratio of 1:1. The record date for the issue of Bonus Shares is 10th June 2022. What are Bonus Shares? These.. Read more

#Corporate Action

12 May, Thu 12:59 pm

Indus Towers Limited (INDUSTOWER) conducted a meeting with its Board of Directors on 5th May 2022. As per this meeting, it has declared, to the Exchange, an Interim Dividend of ₹11 per equity share on equity shares of ₹10/- each, of the Company. The record date for the purpose of payment of dividend is.. Read more

#Corporate Action

9 May, Mon 11:09 am

Oracle Financial Services Software (OFSS) conducted a meeting with its Board of Directors on 4th May 2022. As per this meeting, it has declared, to the Exchange, an Interim Dividend of ₹190 per equity share on equity shares of ₹5/- each, of the Company. The record date for the purpose of payment of dividend.. Read more

#Corporate Action

9 May, Mon 10:50 am

#Corporate Action

5 May, Thu 7:24 pm

VEDL conducted a meeting with its Board of Directors on 28th April 2022. As per this meeting, it has declared, to the Exchange, an Interim Dividend of ₹31.50 per equity share on equity shares of ₹1/- each, of the Company. The record date for the purpose of payment of dividend is 9th May, 2022.. Read more

#Corporate Action

26 April, Tue 10:16 pm

The FDC Limited buyback offer at ₹475 per share closes on 27th April 2022. What is a buyback and why should you opt for it? It’s a corporate action where a company offers to buyback its shares from the existing shareholders usually at a higher price than the market price. To learn more about a.. Read more

#Corporate Action

19 April, Tue 12:55 am

Jubilant FoodWorks Ltd. (JUBLFOOD) conducted a meeting with its Board of Directors on 2nd February 2022. As per this meeting, it has declared to the Exchange a stock split in the ratio of 5:1 i.e. for every 1 share you hold of JUBLFOOD you’ll now hold 5 shares in your Demat account. The record date.. Read more

#Holdings

24 March, Thu 3:21 pm

As per SEBI, T+1 settlement cycle is now becoming applicable on all equity stocks. This is being implemented in a phased manner. The first list of stocks applicable for the T+1 settlement cycle went live from 25th February, 2022. The second list of stocks applicable for the T+1 settlement cycle will go live from 25th.. Read more

#Holdings

9 March, Wed 2:39 pm

The TCS (Tata Consultancy Services) buyback offer at ₹4500 per share opens on 9th March 2022 and closes on 23rd March 2022. What is a buyback and why should you opt for it? It’s a corporate action where a company offers to buyback its shares from the existing shareholders usually at a higher price than.. Read more

#Corporate Action

7 January, Fri 4:16 pm

GMR Infrastructure Limited (GMRINFRA) declared to the Exchange the issuance and allotment of 1 equity share for every 10 ten equity shares held by existing shareholders.The record date for the purpose of determining shareholders who will be applicable for this is 12th January 2022. Due to this corporate action, keep in mind the following impact.. Read more

#Holdings

28 May, Fri 12:29 pm

Vikas Lifecare Ltd. has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced,.. Read more

Vikas Lifecare Ltd. has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company then credits its existing shareholders’ Demat Accounts with REs (Rights Entitlements). These REs are not the Right Shares but the benefit given to existing shareholders to apply for the Right Shares. If shareholders do not wish to apply for these Rights Shares, they can even trade these REs in the market until a particular date. To learn more about rights, click here. What does this mean for Vikas Lifecare Ltd. shareholders? Existing shareholders of Vikas Lifecare Ltd. (as on record date 21st May 2021) have two options - 1. They can use their REs to apply for more shares of Vikas Lifecare Ltd. (in proportion to their existing shares - 2 for every 5 shares held) at a price of Rs.1.85 per share. 2. If they do not wish to apply for more shares, they can even trade their REs in the market. Please note: REs only give you the right to participate in the ongoing Rights Issue of a company. This means using these REs you can make an application for Rights Shares with necessary application money or renounce the REs before the issue closes. REs which are neither subscribed by making an application with requisite application money nor renounced, on or before the Issue closing date shall lapse and shall be extinguished after the Issue closing date What dates should one keep in mind? First and Last date to apply for Rights Shares: 27th May 2021 - 10th June 2021 If you’re interested in applying for the right shares, you can apply on or between these dates. Last date to trade your Rights Entitlement: 7th June 2021 If you do not wish to apply for the rights shares, you can trade your REs in the market on or before this date. How To Apply for Rights Shares? There are 3 ways to apply - 1) Online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. 2) Online through the RTA (Registrar and Transfer Agent) website 3) Offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch.

#Holdings

21 May, Fri 6:17 pm

Mr. Subhash Chander Khaneja has made an offer to buy-back up to 15,25,808 equity shares of Integrated Financial Services Ltd. at a floor price of Rs. 32.54 per equity shares through a reverse book-building process (delisting of shares). You can apply for this offer at the floor price or above it, between 19th May 2021.. Read more

#Holdings,Orders

31 March, Wed 4:41 pm

We’ve got an important update this week. Thursday 1st April 2021 is a settlement holiday on account of the New Financial Year. Due to this, all Equity Delivery orders placed on 31st March & 1st April 2021 will reflect in your Demat account on Tuesday 6th April 2021. Friday 2nd April 2021 is a trading holiday because of Good Friday. This means markets will remain closed and no trading and investing will happen on this day. To help you understand what this means, we’ve simplified the details below. What’s a settlement holiday? Settlement holidays are when markets are open but settlement of your trades do not take place as per the usual T+2 cycle because either the depositaries (NSDL and CDSL) are closed or banks are closed on that day. What’s a trading holiday? Trading holidays are when markets are closed and no trading or investing takes place on this day. Settlements also do not happen on this day. What will be the impact of the settlement holiday on 1st April 2021 and trading holiday on 2nd April 2021? On account of the holidays on 1st and 2nd April 2021 kindly note the following impact:

All trades placed on 31st March and 1st April in the Equity segment will be settled on Tuesday, 6th April
All trades placed on 31st March in the Derivative segment will be settled on 5th April
All shares bought on 31st March will be visible under T1 holdings on 1st April but you will only be able to sell them on 5th April.
The credit bill amount for all segments on 31st March will not be available for trading or withdrawal purposes till 5th April 2021 because this amount will be blocked to the settlement holiday.
All fund withdrawal requests placed on 2nd April will be processed on Monday, 5th April 2021.

You can also check a list of future settlement holidays here and trading holidays here. If you have any queries, you can raise a ticket on the Upstox mobile or desktop platforms.

#Holdings

23 March, Tue 1:47 pm

Vedanta Resources Limited, Twin Star Holdings Limited, Vedanta Holdings Mauritius Limited, and Vedanta Holdings Mauritius Il Limited have decided to acquire shares of Vedanta Limited. As a result of this takeover, you can apply to sell your Vedanta Limited shares to the acquiring companies (mentioned above) at Rs. 235 per share between 23rd March 2021 to 7th April 2021. Read on to know how you can apply for it quickly and easily - What is a takeover and why should you opt for it? It’s a corporate action where a company or group of companies offers to buy or acquire shares of another company in order to gain enough control in that company. In this case, Vedanta Resources Limited, Twin Star Holdings Limited, Vedanta Holdings Mauritius Limited, and Vedanta Holdings Mauritius Ii Limited have decided to acquire shares of Vedanta Limited. To learn more about a takeover, click here. What does this offer mean for Vedanta Limited shareholders? A takeover is usually done at a higher price than the market price, thus giving shareholders a chance to sell their shares at a higher price. Existing Vedanta Limited shareholders holding Vedanta Limited shares can offer to sell their shares for Rs. 235 per share by applying to this takeover offer before 2:00 PM on 7th April 2021. How to apply for a takeover? Just follow these steps: 1. Login into keystone.upstox.com with your client code and back-office password 2. Click on “Account” on the top of the header line 3. Click on “Buy Back/ Takeover” from the drop-down 4. Click on “Apply” and enter the quantity 5. Submit the request Note: Non-POA holders will need to enter a valid pin to authenticate the takeover via EDIS to proceed. When can you apply? Apply for this takeover before 2:00 PM on 7th April 2021. What to keep in mind while applying? 1. You shouldn’t sell these shares on or before 7th April 2021 if you’re interested to take part in the takeover offer. 2. After applying and offering your shares up for a takeover, you cannot sell them in the market and modify or cancel your original bid. 3. You can only sell these shares in the market If the company cancels the takeover and you receive your shares back from the company. 4. You will receive the takeover amount for the shares from Vedanta/ Registrar & Transfer Agent (RTA) directly into your bank account (this will be updated in the records of the depository as well). 5. A total of 65,10,00,000 shares will be accepted by Vedanta for the takeover and the remaining shares not accepted by Vedanta will be returned back to shareholders in their Demat account. 6. Vedanta will credit the payment for the accepted shares and the unaccepted shares will be returned to the user's Demat accounts within 10 days from the date of offer closure i.e. 7th April 2021. 7. The percentage of shares accepted will be decided based on the number of retail investors who have applied for the takeover. That’s all about the Vedanta takeover, stay tuned for more takeover updates from Upstox!

#Holdings

10 March, Wed 5:43 pm

Arvind Fashions Limited has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced,.. Read more

Arvind Fashions Limited has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company then credits its existing shareholders’ Demat Accounts with REs (Rights Entitlements). These REs are not the Right Shares but the benefit given to existing shareholders to apply for the Right Shares. If shareholders do not wish to apply for these Rights Shares, they can even trade these REs in the market until a particular date. To learn more about rights, click here. What does this mean for Arvind Fashions Limited shareholders? Existing shareholders of Arvind Fashions Limited (as on record date 24rd Feb’21) have three options - 1. They can use their REs to apply for more shares of Arvind Fashions Limited (in proportion to their existing shares - 3 for every 20 shares held) at a price of Rs.135 per share. 2. If they do not wish to apply for more shares, they can even trade their REs in the market. 3. Take no action. What dates should one keep in mind? Last date to apply: 18th March 2021 If you’re interested in applying for the right shares, you can apply on or before this date. Last trading date for RE - 12th March 2021 If you do not wish to apply for the rights shares, you can trade your REs in the market on or before this date. How To Apply for Rights Shares? There are 3 ways to apply - 1) Online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. 2) Online through the RTA (Registrar and Transfer Agent) website http://www.linkintime.co.in/ 3) Offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch. Read more about this RE by clicking here.

#Holdings

4 March, Thu 11:26 am

Patel Integrated Logistics Limited has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is.. Read more

Patel Integrated Logistics Limited has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company then credits its existing shareholders’ Demat Accounts with REs (Rights Entitlements). These REs are not the Right Shares but the benefit given to existing shareholders to apply for the Right Shares. If shareholders do not wish to apply for these Rights Shares, they can even trade these REs in the market until a particular date. To learn more about rights, click here. What does this mean for Patel Integrated Logistics Limited shareholders? Existing shareholders of Patel Integrated Logistics Limited (as on record date 18th Feb’21) have three options - 1. They can use their REs to apply for more shares of Patel Integrated Logistics Limited (in proportion to their existing shares - 27 for every 47 shares held) at a price of Rs.10 per share. 2. If they do not wish to apply for more shares, they can even trade their REs in the market. 3. Take no action. What dates should one keep in mind? Last date to apply: 12th March 2021 If you’re interested in applying for the right shares, you can apply on or before this date. Last trading date for RE - 8th March 2021 If you do not wish to apply for the rights shares, you can trade your REs in the market on or before this date. How To Apply for Rights Shares? There are 3 ways to apply - 1) Online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. 2) Online through the RTA (Registrar and Transfer Agent) website https://www.bigshareonline.com//RightsIssueCAF.aspx 3) Offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch. Read more about this RE by clicking here.

#Holdings

18 February, Thu 4:00 pm

Tomorrow 19th February 2021 is a settlement holiday on account of Chhatrapati Shivaji Maharaj Jayanti. Due to this, all Equity trades placed on 18th & 19th February 2021 will reflect in your account on 23rd February 2021. To help you understand what this means, we’ve simplified the details below. What’s a settlement holiday? Settlement holidays.. Read more

#Holdings

4 February, Thu 12:18 pm

L&T Finance Holdings has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced,.. Read more

L&T Finance Holdings has credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company then credits its existing shareholders’ Demat Accounts with REs (Rights Entitlements). These REs are not the Right Shares but the benefit given to existing shareholders to apply for the Right Shares. If shareholders do not wish to apply for these Rights Shares, they can even trade these REs in the market until a particular date. To learn more about rights, click here. What does this mean for L&T Finance Holdings shareholders? Existing shareholders of L&T Finance Holdings (as on record date 22nd Jan’21) have the following two options - 1. They can use their REs to apply for more shares of L&T Finance Holdings (in proportion to their existing shares - 17 for every 74 shares held) at a discounted price of Rs.65. 2. If they do not wish to apply for more shares, they can even trade their REs in the market. For the above corporate action keep these dates in mind Last trading day of RE - 10th February 2021. If you do not wish to apply for the rights shares, you can trade your REs in the market on or before this date. Last date to apply for Right Shares - 15th February 2021. If you’re interested in applying for the right shares, you can apply on or before this date, after which the RE ceases to exist. How To Apply For Rights Shares? There are 3 ways to apply - 1. Online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. Most large banks including Axis, HDFC, ICICI, SBI, Kotak support this method. https://web.linkintime.co.in/RightIssues/index.html 2. Online through the RTA (Registrar and Transfer Agent) website 3) Offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch. Read more about this RE by clicking here.

#Holdings

27 January, Wed 12:46 pm

Urja Global Limited credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue on 11th Jan 2021. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights.. Read more

Urja Global Limited credited existing shareholders’ Demat accounts with REs (Rights Entitlements) after it announced a Rights Issue on 11th Jan 2021. What does this mean? A company announces a Rights Issue to invite existing shareholders to buy more shares, usually at a discounted price. These shares are known as Rights Shares. After the Rights Issue is announced, the company then credits its existing shareholders’ Demat Accounts with REs (Rights Entitlements). These REs are not the Right Shares but the benefit given to existing shareholders to apply for the Right Shares. If shareholders do not wish to apply for these Rights Shares, they can even trade these REs in the market until a particular date. To learn more about rights, click here. What does this mean for Urja Global Limited shareholders? Existing shareholders of Urja Global Limited company (as on record date 15th Jan’21) have three options - 1) They can use their REs to apply for more shares of Urja Global Limited (in proportion to their existing shares - 7 for every 71 shares held) at a price of Rs. 5 per share. 2) If they do not wish to apply for more shares, they can even trade their REs in the market. 3) Take no action and forfeit their rights, bringing the value of the REs to zero. What dates should one keep in mind? Last date to apply: 10th February 2021 If you’re interested in applying for the right shares, you can apply on or before this date. Last trading date for RE - 5th February 2021 If you do not wish to apply for the rights shares, you can trade your REs in the market on or before this date. How To Apply for Rights Shares? There are 3 ways to apply - 1) Online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. 2) Online through the RTA (Registrar and Transfer Agent) website https://rights.integratedindia.in/ 3) Offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch. Read more about this RE by clicking here.

#Holdings

20 January, Wed 8:44 pm

L&TFH | 533519 | INE498L01015 L&T Finance Holdings will issue rights to its existing shareholders. This means if you hold shares of this company as on record date, you can apply for more shares of the same company (in proportion to your existing shares - 17 for every 74 shares held) at a discounted price.. Read more

#Holdings

10 December, Thu 10:00 pm

Effective 1st December 2020, the SEBI regulation regarding peak margins has changed the way sell amounts get credited from your Demat or T1 holdings. Here’s how it impacts you. Selling a share from your Demat holdings 80% of the sell amount is available for trading on the same day The remaining 20% will be available.. Read more

Effective 1st December 2020, the SEBI regulation regarding peak margins has changed the way sell amounts get credited from your Demat or T1 holdings. Here’s how it impacts you. Selling a share from your Demat holdings

80% of the sell amount is available for trading on the same day
The remaining 20% will be available for trading from T+1 day onwards
100% of the sell amount will be available for withdrawal from T+2 days onwards

Selling a share from your T1 holdings

No Funds from the sell transaction will be available for trading on the same day
100% of the total sell amount will be available for trading only from T + 1 day onwards
100% of the total sell amount will be available for withdrawal from T + 2 days onwards

Here’s an example:

Demat holdings
Sell Date 9th December 2020
On 9th Dec (same day- T day)	80% of the total sell amount is available for trading only
On 10th Dec ( T+1 day)	100% of the total sell amount is available for trading only
On 11th Dec ( T+2 day)	100% of the total sell amount is available for trading and withdrawal

T1 holdings
Sell Date 9th December 2020
On 9th Dec (same day- T day)	No amount is available
On 10th Dec ( T+1 day)	100% of the total sell amount is available for trading only
On 11th Dec ( T+2 day)	100% of the total sell amount is available for trading and withdrawal

Please note: In case there is a bank or trading holiday between the date of selling to T+2 day, the settlement period will be extended accordingly. A quick recap on what are T1 holdings Any stocks that are still in transit between the Exchange and Upstox i.e. have still not completed the T+2 days settlement cycle will be listed under the ‘T1 Holdings’ tab on the Upstox web and mobile app. This signifies that as of now, the stock has not yet been successfully credited to your Demat account.

#Holdings

7 December, Mon 3:21 pm

PRICOL-RE | 750650 | INE726V20018 Pricol Limited has issued rights to its existing shareholders. This means if you hold shares of this company as on record date you can apply for more shares of the same company (in proportion to your existing shares - 2 for every 7 shares held) at a discounted price of.. Read more

PRICOL-RE | 750650 | INE726V20018

Pricol Limited has issued rights to its existing shareholders. This means if you hold shares of this company as on record date you can apply for more shares of the same company (in proportion to your existing shares - 2 for every 7 shares held) at a discounted price of Rs.30. Pricol Limited will issue Right Entitlements (REs) to anyone who holds its shares as on record date 25th November, 2020. These REs will be temporarily traded on the exchanges and then get deactivated. You can use the REs to apply for the rights shares or you can sell them in the market (You will not be able to transact the REs intraday as they are settled on a trade-to-trade basis). Once you receive the REs from the company or purchase it from the market, you can apply for the rights shares. For the above corporate action keep these dates in mind Record date - 25th November 2020. The date before which you need to have shares in your demat to receive RE benefit Last trading day of RE - 11th December 2020. If you do not wish to subscribe, you can sell the RE online on or before 11th December 2020. Subscription close date - 17th December 2020. The date by which you need to subscribe after which the RE ceases to exist. Note: If you do not take any action, you would forfeit your rights allowing them to expire, bringing their value to Rs. 0. How To Apply? You can apply for a rights issue online through ASBA (Applications Supported by Blocked Amount) if your bank supports it just like you do for an IPO. OR You can apply offline by filling the Composite Application Form (CAF) received in your courier from the company’s RTA (Registrar and Transfer Agent) and then submitting it at a Self Certified Syndicate Banks (SCSBs) branch. Due to the lockdown, SEBI has allowed applying for these rights by visiting the RTA website. Just follow these steps- 1. Visit https://rights.integratedindia.in/ and choose Pricol 2. Then choose ‘Apply for Right Issue and Payment’ 3. Select below declarations:

4. Select below eligible options: a. If you hold the shares on Record date, select first option “SHAREHOLDER” b. If you bought RE shares in the open market, select second option “RENOUNCEE” c. Fill in your DP ID Client ID (check details below on how to find your DP details), and other details

5. Click on ‘Email & Mobile No.’ 6. Pay for your order using UPI or NEFT You can find your DP and Client ID with these steps - 1. Log-in to the Upstox Pro Mobile app with your credentials 2. Click the icon with three lines on the top left corner 3. Click on your name at the top left corner of the page 4. You will see your account details listed on a screen similar to the one below 5. Note down the depository name and your Demat account number. 6. The first 8 digits of your 16 digits Demat account number is your DP ID and last 8 digits is your Client ID. Your DP Name is RKSV securities India Private Limited. In case you still own physical shares despite opening a Demat account, select ‘Demat Account number Information registration’ and follow the instructions on the screen. The Rights Shares will be credited to your Demat account and you will also receive a confirmation SMS from the depository for the same. Note that the Rights Shares under temporary ISIN will not be available for trading/holding until listed on Exchange. To know more, read the circular here. To know more about FAQs on Rights Entitlement Trading visit below links: 1. FAQs by the NSE 2. FAQs by the BSE

#Holdings

12 November, Thu 7:44 pm

REC Limited conducted a meeting with its Board of Directors on 6th November 2020. As per this meeting, it has declared, to the Exchange, an Interim Dividend of Rs. 6 per equity share on equity shares of Rs.10/- each, of the Company. Adjustments for Futures Contracts: The base price of the Futures contracts on 13th.. Read more

#Holdings

4 November, Wed 7:44 pm

Ambuja Cement Limited conducted a meeting with its board of Directors on 22nd October 2020. As per this meeting, it has declared, to the Exchange, an Interim Dividend of Rs. 17 per equity share on equity shares of Rs.2/- each, of the Company. Adjustments for Futures Contracts: The base price of the Futures contracts before.. Read more

#Holdings

5 October, Mon 8:00 pm

EIH Ltd in an attempt to raise Rs. 350 crore has decided to release a rights issue. The issue price per share has been fixed at Rs. 65 and the rights issue is set to close on 9th October 2020. Here’s a little more about this. Understanding what a Rights Entitlement is A company may.. Read more

#Holdings

30 September, Wed 10:45 am

We’re still awaiting the new ISIN (post corporate action - split of facevalue) from CDSL for LAURUSLABS. This means you will not be able to view this holding today, on the 30 September 2020. Once we receive the scrip from CDSL, you will be able to see the holding in your account. Read more

#Holdings

23 September, Wed 3:12 pm

Rushil Decor Limited’s board of directors decided to release a rights issue to raise funding, on the 4th of September 2020. The issue price per share has been fixed at Rs. 50 and the rights issue is set to close on 5th October 2020. Here’s a little more about this. Understanding what a Rights Entitlement.. Read more

#Holdings

14 September, Mon 7:50 pm

In accordance with the new SEBI directive, effective from 16th September 2020, the amount from your sell trades on equities will be available in your account only on the next trading day (T+1 day). T1 holdings show the list of stocks that have not completed a settlement cycle of T+2 days. To make the new.. Read more

#Holdings

4 September, Fri 9:54 am

We're learning that some of our users may be facing intermittent issues with viewing their holdings as payout confirmations were delayed from the clearing corporation and depositories. We regret the inconvenience caused and will update you as soon as this is resolved. Thank you for your patience. Read more

#Holdings

3 September, Thu 11:37 pm

As per the Exchange directive, no margin penalty will be levied until 15th September 2020. Buy Today Sell Tomorrow (BTST) and Options sell credit will be available and can be used across all segments. Read more

#Holdings

3 September, Thu 9:42 am

While you can now sell your T1 holdings on the app, the sell amount will be credited to your account only on T+1 day. However, due to settlement issues from the Exchange, the amount for holdings bought this week & sold today, 3rd September 2020, will not be credited to your account today. We will.. Read more

#Holdings

1 September, Tue 12:52 pm

As per SEBI's new Margin policies w.e.f today, stocks that you buy in the Equity Delivery segment shall be visible and available for selling only after T+2 days. We are working on a solution wherein you will be able to buy today and sell tomorrow. Stay tuned for more updates on this front. Read more

#Holdings

14 August, Fri 2:43 pm

The Satin Creditcare Network in an attempt to raise Rs. 120 crore has decided to release a rights issue. The issue price per share has been fixed at Rs. 60 and the rights issue is set to close on 26th August 2020. Here’s a little more about this. Understanding what a Rights Entitlement is A.. Read more

#Holdings

7 August, Fri 10:33 am

The Spencer’s Retail Ltd in an attempt to raise Rs. 80 crore for the purpose of meeting working capital requirements decided to release a rights issue. The issue price per share has been fixed at Rs. 75 and the rights issue is set to close on 18th August 2020. Here’s a little more about this... Read more

#Holdings

3 August, Mon 2:02 pm

Mahindra & Mahindra Financial Services (MMFSL) decided to release a rights issue which is set to open on 28th July and close by 11th August. The price for the same is set at Rs. 50 per share. Understanding what a Rights Entitlement is A company may resort to various means of raising capital while pursuing.. Read more

#Holdings

23 July, Thu 10:48 pm

PVR Limited, at its meeting on 6th July 2020, decided to release a rights issue. The price per share has been fixed at Rs. 784 and the rights issue is set to close on 31st July 2020. Here’s a little more about this. Understanding what a Rights Entitlement is A company may resort to various.. Read more

#Holdings

21 July, Tue 10:36 pm

As mentioned in the meeting held on 18th July 2020 with its Board of Directors, Mahindra & Mahindra Financial Services Limited (M&MFIN)has decided to issue equity shares on rights basis in the ratio of 1:1, i.e 1 Equity Share for every 1 Equity Shares held at an issue price of Rs. 50 per equity share... Read more

#Holdings

20 July, Mon 5:10 pm

The Shriram Transport Finance in an attempt to raise Rs. 1,500 crore of funding has decided to release a rights issue. The price per share has been fixed at Rs. 570 and the rights issue is set to close on 30th July 2020. Here’s a little more about this. Understanding what a Rights Entitlement is.. Read more

#Holdings

8 July, Wed 10:14 pm

As mentioned in the meeting held on 6th July 2020 with its Board of Directors, Shriram Transport Finance Company Limited (SRTRANSFIN) has decided to issue equity shares on rights basis in the ratio of 3:26, i.e 3 Equity Share for every 26 Equity Shares held at an issue price of Rs. 570 per equity share... Read more

#Holdings

8 July, Wed 10:06 pm

As mentioned in the meeting held on 6th July 2020 with its Board of Directors,PVR Limited (PVR) has decided to issue equity shares on rights basis in the ratio of 37:94, i.e 7 Equity Share for every 94 Equity Shares held at an issue price of Rs. 784 per equity share. The company has also.. Read more

#Holdings

3 July, Fri 7:32 pm

At its meeting on 26th June 2020, ITC Limited declared a dividend of Rs. 10.15 per equity share and 3rd July 2020 shall be considered to be the last cum dividend date. Accordingly, all positions in futures contracts of ITC would be marked-to-market on the last cum-dividend date i.e. 3rd July 2020, based on the daily settlement price. Subsequent to such processing, open positions shall be carried forward at the daily settlement price less Rs. 10.15 (dividend amount) for the respective futures contract. Begin of day margins on 6th July 2020 would be computed for the futures contract of ITC based on the adjusted carry forward value. An example of adjustment of the futures contract is given below: Before adjustment:

Clearing Member	Trading Member	Client Code	Instrument	Symbol	Expiry date	Long position	Long value	Short position	Short value
A	ABC	A1	FUTSTK	ITC	30/7/20	3200	640000
B	PQR	A2	FUTSTK	ITC	27/8/20	0		3200	640000
C	XYZ	A3	FUTSTK	ITC	24/9/20	0		6400	1280000

* Valued at price Rs.200.00/- After Adjustment:

Clearing Member	Trading Member	Client Code	Instrument	Symbol	Expiry date	Long position	Long value	Short position	Short value
A	ABC	A1	FUTSTK	ITC	30/7/20	3200	607520
B	PQR	A2	FUTSTK	ITC	27/8/20	0		3200	607520
C	XYZ	A3	FUTSTK	ITC	24/9/20	0		6400	1215040

* Valued at price Rs. 189.85 (Rs.200.00 – Rs.10.15 which is the dividend amount) Further the full value of dividend (i.e. Rs. 10.15) would be adjusted from the strike prices of the options contracts. An example of adjustment of the Strike Price is given below: Before adjustment:

Clearing Member	Trading Member	Client Code	Instrument	Symbol	Expiry Date	Strike Price	Option Type	Long Position	Short Position
A	ABC	A1	OPTSTK	ITC	30-Jul-2020	197.50	CE	3200	0
B	PQR	A2	OPTSTK	ITC	27-Aug-2020	200.00	PE	0	3200
C	XYZ	A3	OPTSTK	ITC	24-Sep-2020	202.50	CE	0	6400

After Adjustment

Clearing Member	Trading Member	Client Code	Instrument	Symbol	Expiry Date	Strike Price	Option Type	Long Position	Short Position
A	ABC	A1	OPTSTK	ITC	30-Jul-2020	187.35	CE	3200	0
B	PQR	A2	OPTSTK	ITC	27-Aug-2020	189.85	PE	0	3200
C	XYZ	A3	OPTSTK	ITC	24-Sep-2020	192.35	CE	0	6400

You may refer to the exchange circular here: https://archives.nseindia.com/content/circulars/CMPT44834.pdf To know more about corporate actions, read the circular here: https://www.nseindia.com/products-services/equity-derivatives-corporate-actions-adjustments

#Holdings

28 May, Thu 11:37 am

The Reliance Industries Limited, recently opened the subscription of its rights issue worth Rs. 53,125 Crore. The ongoing rights issue is open for subscription from 20th May to 3rd June 2020 and here is all you need to know to apply. Understanding what a rights issue is A company may resort to various means of raising capital while pursuing expansion goals, attempting to achieve a debt-free status or building new assets. One such means is a rights issue. This involves offering existing shareholders the chance to subscribe to an additional amount of shares at a discounted price. The proportion of the number of shares issued to each existing shareholder varies based on their present holdings. In the case of Reliance Industries Rights Issue, the proportion issued is 1:15. This means, if you currently hold 15 shares of Reliance Industries Limited, you are eligible to bid for 1 share in the ongoing rights issue. In case you are an existing shareholder, eligible to subscribe to the right issue, you can choose to subscribe to or relinquish the rights. Additionally, as a third option you can also sell these rights, once they are credited to your account, to another investor just as you sell other holdings. You can add reliance Industries Limited to your watchlist on the Upstox Platform by searching for RIL-RE. Eligibility for subscribing to the Reliance Industries Limited Rights issue In order to be eligible for this rights issue, you should have bought Reliance Industries Limited shares before 14th May, as 14th May is the record date to the right issue.. You will also have received a rights application form on the email id linked to your Demat account. Additionally, Rights entitlement will be credited to your Demat account in the form of temporary securities. Applying for the Reliance Industries Limited rights issue made simple Amidst the ongoing lockdown scenario, SEBI has permitted minor modifications in applying for the rights issue. This means you can exercise these rights by visiting the RTA website to apply for these rights and make the payment too. Here are the details you will need to apply: DP ID Client ID PAN number Bank account number To find your DP ID and Client ID, 1)Login to the Upstox Pro Mobile app with your credentials 2)Click the icon with three lines on the top left corner 3)Click on your name at top left of the page 4)You will see your account details listed on a screen similar to the one below Note down the depository name and your Demat account number. The first 8 digits of your 16 digit Demat account number is your DP ID and last 8 digits is your Client ID. Your DP Name is RKSV securities India Private Limited. Once you have these details ready, you can follow these steps: 1) Visit https://rights.kfintech.com/ 2) Click on ‘Apply for Right Issue’ 3) Select the depository that you have an account with or select whether you have physical shares 4) Fill in your DP ID, client ID and the Captcha code 5) Click on ‘Submit’ 6) On the next page, register your mobile number and your email ID 7) Pay for your order using UPI or NEFT In case you still own physical shares despite opening a Demat account, select ‘Demat Account number Information registration’ and follow the instructions on the screen. Important dates to keep in mind for the Reliance rights issue Along with the opening and closing date of the issue, here are a few other dates to make note of. 10th June – allotment of rights 11th June – credit to Demat account 12th June – listing What to do if you don’t want to apply to the Reliance rights issue The ratio of allotment to the rights issue is 1:15. So if you hold 90 shares of Reliance, you are eligible to get 6 additional shares from the rights issue. The current market price of Reliance is Rs 1454.75. So the value of those 6 shares as of today is Rs. 8,728.5 (1454.75 x 6). Reliance has fixed the price of the rights issue at Rs 1257 per share. Hence the price of those 6 shares would become Rs 7,542 post the issue. This would result in a loss of Rs 1186.5 as intrinsic value on those 6 additional shares. Hence, in case you do not wish to apply for the rights issue, it is advisable for you to sell the quantity of shares allotted to you via the issue on or before 29th May, to ensure that you do not lose the premium you hold with the current market price.

#Holdings

27 March, Fri 10:51 am

Few banks which are under the process of amalgamation have been temporarily suspended from trading. These banks are Oriental Bank of commerce, United Bank, Syndicate Bank, Andhra Bank, Corporation Bank, and Allahabad Bank. If you hold any of these stocks, they won’t be visible in the trading platform but can be viewed in Keystone According.. Read more

#Holdings

SESSIONS	EQUITY/CASH	NFO	CURRENCY	COMMODITY
Pre-open	6:00 PM - 6:08 PM	-	-	-
Normal market	6:15 PM - 7:15 PM

Particulars	Special Session	Trade Start Time	Trade End Time	Client Code Modification Session
Non-Agri Commodities	10:30 AM to 10:44 AM	10:45 AM	11:30 PM	11:30 PM to 11:45 PM
Select Agri Commodities (Cotton & Kapas)	10:30 AM to 10:44 AM	10:45 AM	9:00 PM	9.00 PM to 9.15 PM
All Other Agri Commodities	10:30 AM to 10:44 AM	10:45 AM	5:00 PM	5.00 PM to 5.15 PM

Particulars	Special Session	Trade Start Time	Trade End Time	Client Code Modification Session
Non-Agri Commodities	08:45 AM to 08:59 AM	09:00 AM	11:30 PM	11:30 PM to 11:45 PM
Select Agri Commodities (Cotton & Kapas)	08:45 AM to 08:59 AM	09:00 AM	9:00 PM	9.00 PM to 9.15 PM
All Other Agri Commodities	08:45 AM to 08:59 AM	09:00 AM	5:00 PM	5.00 PM to 5.15 PM

	Charges per lakh of traded value
STT Charges	Old Rate (₹)	New Rate (₹)
Equity Futures (traded value)	10	12.5
Equity Options (premium value)	50	62

Close price in ₹	Tick size in ₹
0 - 100	0.01
100 and above	0.05

ANNOUNCEMENTS

Our latest announcements
and updates

Upstox - Stocks, IPO, MF

What has changed?

What does this mean for you?

New Banking Details

What next?

What is a buyback and why should you opt for it?

What does this mean for TCS shareholders?

How to apply for a buyback?

When can you apply?

What to keep in mind while applying?

Bajaj Finserv has announced the following corporate actions with record date of 14th September 2022 for both:

A stock split in the ratio 5:1

A bonus issue in the ratio 1:1

What’s the impact of these corporate actions on existing shareholders of Bajaj Finserv?

PRICOL-RE | 750650 | INE726V20018

Upstox - Stocks, IPO, MF

Company	Rights Entitlements (RE)	ISIN	RE Listing Date	RE Last Trading Date	Last Day to Apply for Rights Shares
Vaxfab Enterprises Ltd	VEL-RE	INE560T20015	Jan 18	Feb 06	Feb 10
Rajapalayam Mills Ltd	RAJAPAL-RE	INE296E20026	Jan 18	Feb 02	Feb 07
Pacific Industries Limited	PACIFIC-RE	INE883C20017	Jan 19	Jan 30	Feb 02
Family Care Hospitals Ltd	FAMILY-RE	INE146N20016	Jan 23	Feb 01	Feb 07
Markolines Pavement Technologies Ltd	MARKO-RE	INE0FW020016	Jan 27	Feb 06	Feb 09
Indowind Energy Limited	INDO-RE	INE227G20018	Jan 27	Feb 06	Feb 10
Heritage Foods Limited	HERITGFOOD-RE	INE978A20019	Jan 30	Feb 08	Feb 13

Escalation Level	Details of	Contact Person	Address	Contact No.	Email Id	Operational / Working hours
Level 1	Customer Care / Client Servicing	Customer Service	30th Floor, SunshineTower, Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013	022-41792999	support@upstox.com	All Trading Days – 8 am to 5 pm
Level 2	Head of Customer Care	Jeffrey DeSouza	30th Floor, SunshineTower, Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013	022-4179 2936 / 022-7114 6936	complaints@upstox.com	All Trading Days – 8 am to 5 pm
Level 3	Compliance Officer	Manoj Agarwal	30th Floor, SunshineTower, Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013	022-7114 6955 / 022-4179 2955	compliance@upstox.com	All Trading Days – 8 am to 5 pm
Level 4	CEO	Ravi Kumar	30th Floor, SunshineTower, Senapati Bapat Marg, Dadar(W), Mumbai, Maharashtra 400013	022-7114 6941 / 022-4179 2941	ceodesk@upstox.com	All Trading Days – 8 am to 5 pm

ANNOUNCEMENTS

Our latest announcements and updates

Invest Right, Invest Now

Enter your mobile number to continue

Upstox - Stocks, IPO, MF

What has changed?

What does this mean for you?

New Banking Details

What next?

What is a buyback and why should you opt for it?

What does this mean for TCS shareholders?

How to apply for a buyback?

When can you apply?

What to keep in mind while applying?

Bajaj Finserv has announced the following corporate actions with record date of 14th September 2022 for both:

A stock split in the ratio 5:1

A bonus issue in the ratio 1:1

What’s the impact of these corporate actions on existing shareholders of Bajaj Finserv?

PRICOL-RE | 750650 | INE726V20018

Upstox - Stocks, IPO, MF

Our latest announcements
and updates