Margins - Upstox

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Announcements on #Margins

21 October, Fri 1:17 pm

All ITM Natural Gas option contracts on 21st October 2022 will be converted into futures contracts. To avoid square-off, ensure that you maintain a sufficient margin for future contracts before 10.00 PM today. Read more

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14 October, Fri 11:38 am

All ITM Crude Option contracts on 17th October 2022 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

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5 January, Wed 8:17 pm

As per SEBI’s peak margin rules, when you sell your stocks from your Demat Holdings, on the same day you can use only 80% of the proceeds to - Buy back the same stocks or any other stocks Use the funds for intraday trades However, If you exceed the available credit while placing the above.. Read more

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16 December, Thu 9:16 am

All stocks under the F&O segment and also stocks from the ‘EQ’ series of NIFTY500 are applicable for availing intraday leverage. Starting from today, 16th Dec’21 this intraday leverage for these stocks will be: 1X for stocks with circuit limits less than 20%. (i.e. 100% funds required in your a/c) Intraday leverage on stocks not.. Read more

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20 September, Mon 2:23 am

Starting today, 20th September 2021, you can now place intraday orders with up to 5x* leverage on all NSE 500 stocks! What’s changed? Earlier we offered up to 5X leverage only on equity stocks listed under the F&O segment, but now you can avail up to 5X leverage to place intraday orders on all NSE.. Read more

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16 September, Thu 8:31 am

Starting from Thursday, 16th September 2021 you can place intraday orders on all stocks listed under the NSE 500 and enjoy: Up to 5x* leverage on all equity stocks also listed in the F&O segment Up to 2x* leverage on all the other NSE 500 stocks (not listed in the F&O segment) What’s changed? In.. Read more

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31 August, Tue 5:34 pm

🔹 Up to 5X margins on Intraday and CO Orders in Equity 🔹 Leverage NOT available for Intraday and CO Orders in F&O, Commodity & Currency (i.e. 1X margins) Read more

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26 August, Thu 9:56 pm

The fourth phase of Peak Margins as prescribed by SEBI here will be effective from 1st September 2021. This means in order to offer Intraday trading across various products brokers need to collect a minimum of 100% of funds on the prescribed limit from 1st September 2021. What are Peak Margins? Before 1st December 2020, brokers could provide higher leverages by offering products like Intraday (MIS), Cover Order (CO), and Bracket Order (OCO) as margins would only be applicable in case a position is carried forward. However, in the interest of the market and to bring in more stability, SEBI mandated all brokers to collect minimum funds from customers even for the Intraday positions. This means traders can take Intraday positions only after fulfilling this minimum margin requirement. SEBI also asked clearing members and clearing corporations to monitor brokers’ margin activities from 1st December 2020. The changes as per these guidelines are being rolled out in phases. In the previous phase which was effective from 1st June 2021, brokers had to collect a minimum of 75% funds on the prescribed limit from customers. And now in the next phase which will be effective from 1st September 2021, brokers have to collect a minimum of 100% funds on the prescribed limit from customers. You can read more about it here. How does this affect intraday traders? As per SEBI guidelines, brokers have to collect a minimum of 100% funds on the prescribed limit on Intraday trading offered across various products. Margin applicable on the intraday positions would be:

Equity: 100% on applicable VAR + ELM OR 20% of trade value
Futures and Option (writing): 100% on SPAN + Exposure margin

What are the revised margins as per this day? Revised margins from 1st September 2021 are:

Up to 5X margins on Intraday and CO Orders in Equity
Leverage NOT available for Intraday and CO Orders in F&O, Commodity & Currency (i.e. 1X margins)

Stay tuned for important updates from Upstox!

#Margins

1 June, Tue 11:40 am

Due to SEBI’s guidelines on peak margins, the following margins will be applicable from 1st June 2021: 🔹 Up to 5X margins on Intraday and CO Orders in Equity 🔹 Up to 1.33X margins on Intraday and CO Orders in Futures and Stock Futures, Index and Stock Options (selling), NSE Currency Futures, and MCX Futures.. Read more

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31 May, Mon 9:14 am

The third phase of Peak Margins as prescribed by SEBI here will be effective from 1st June 2021. This means in order to offer Intraday trading across various products brokers need to collect a minimum of 75% of funds on the prescribed limit from 1st June 2021. You can learn about our updated margins here... Read more

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7 May, Fri 3:31 pm

Margin shortfall penalties are effective from 1st May 2021 onwards. This means Upstox will now pass on any Exchange-levied penalties arising out of a margin shortfall to clients. While we had initially stated that this would be effective from 12th April 2021 onwards, we extended the deadline. Hence, if you’ve got margin shortfalls, kindly fund your account immediately on the trade day itself to avoid penalties. What does this mean? As you are aware, in order to comply with the Exchange and regulatory requirements, we are required to collect upfront margin from all clients. As a result, clients with insufficient margins will not be able to place an order with us upfront. However, there could be instances when margin requirements go up after clients enter into a trade or take any actions on their current Open position(s). In such instances, clients are required to add sufficient funds to their Trading account to fulfil the resulting margin shortfall (if any). If sufficient funds are not added and it leads to a margin shortfall on the trading day (T day), then the margin penalty levied by the Exchange would be passed on to such clients (this will reflect in the client’s ledger). If the shortfall continues on T+1 day, subsequent action as per the Upstox risk policy would also be applicable. What are the few instances when margin requirements could go up, that clients need to be aware about? Here are few examples* when margin requirements could move up:

A leg of a hedged position squared off by client or a leg of hedged position expiring leading to an increase in margin requirement.
While the margin rate remains the same, an increase in price leads to an increase in margin requirements.
A change in the initial margin rates due to high volatility in any stock or scrip leading to an increase in margin requirement.

What should you do to avoid margin shortfall penalties?

Keep track of the margin requirements. You can view any shortfall in your funds from the Upstox mobile app or web platform. You can view the shortfall on the ‘Funds’ screen under the ‘Available to Trade’. If the amount here is negative, then you are in a shortfall.
In case of a shortfall, please add funds to your account immediately. You can add funds instantly on Upstox via UPI/NEFT/RTGS/IMPS.

*These are only a few examples; there can be other scenarios as well.

#Margins

9 April, Fri 9:15 pm

Effective 12th April 2021, Upstox will pass on any Exchange-levied penalties arising out of a margin shortfall to clients. What does this mean? As you are aware, in order to comply with the Exchange and regulatory requirements, we are required to collect upfront margin from all clients. As a result, clients with insufficient margins will.. Read more

Effective 12th April 2021, Upstox will pass on any Exchange-levied penalties arising out of a margin shortfall to clients. What does this mean? As you are aware, in order to comply with the Exchange and regulatory requirements, we are required to collect upfront margin from all clients. As a result, clients with insufficient margins will not be able to place an order with us upfront. However, there could be instances when margin requirements go up after clients enter into a trade or take any actions on their current Open positions. In such instances, clients are required to add sufficient funds to their Trading account to fulfil the resulting margin shortfall (if any). If sufficient funds are not added and it leads to a margin shortfall on the trading day (T day), then the margin penalty levied by the Exchange would be passed on to such clients (this will reflect in the client’s ledger). If the shortfall continues on T+1 day, subsequent action as per the Upstox risk policy would also be applicable. What are the few instances when margin requirements could go up, that clients need to be aware about? Here are few examples when margin requirements could move up:

A leg of a hedged position squared off by client or a leg of hedged position expiring leading to an increase in margin requirement.
While the margin rate remains the same, an increase in price leads to an increase in margin requirements.
A change in the initial margin rates due to high volatility in any stock or scrip leading to an increase in margin requirement.

What should you do to avoid margin shortfall penalties?

Keep track of the margin requirements. You can view any shortfall in your funds from the Upstox mobile app or web platform. You can view the shortfall on the ‘Funds’ screen under the ‘Available to Trade’. If the amount here is negative, then you are in a shortfall.
In case of a shortfall, please add funds to your account immediately. You can add funds instantly on Upstox via UPI/NEFT/RTGS/IMPS or by using Smart Transfer.

#Margins

2 March, Tue 8:20 pm

Margins are: ? Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only) ? Up to 2X margins on Intraday orders in Futures and Options (selling) only across all Exchanges. ? All CO & OCO orders are blocked. Read more

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1 March, Mon 11:21 pm

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28 February, Sun 7:54 pm

The second phase of Peak Margins as prescribed by SEBI here will be effective from 1st March 2021. This means in order to offer Intraday trading across various products brokers need to collect a minimum of 50% of funds on the prescribed limit from 1st March 2021. You can learn about our updated margins here... Read more

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28 February, Sun 7:28 pm

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25 February, Thu 11:21 pm

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24 February, Wed 10:40 pm

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23 February, Tue 10:28 pm

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22 February, Mon 11:38 pm

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21 February, Sun 10:49 pm

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4 February, Thu 10:23 pm

Here are the revised margins for 5th February. ? Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ? Up to 2X margins on Intraday orders in Futures and Options (selling) only. ? Up to 2X margins on Intraday orders in Currencies and Commodities (for Futures only). ? All CO &.. Read more

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4 February, Thu 8:39 am

Here are the revised margins for today. 4th February. ? Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ? Up to 2X margins on Intraday orders in Futures and Options (selling) only. ? Up to 2X margins on Intraday orders in Currencies and Commodities (for Futures only). ? All CO.. Read more

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3 February, Wed 12:36 am

Here are the revised margins for today. 3rd February. ? Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ? Up to 2X margins on Intraday orders in Futures and Options (selling) only. ? Up to 2X margins on Intraday orders in Currencies and Commodities (for Futures only). ? All CO.. Read more

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2 February, Tue 9:40 am

Our regular margins will be applicable for all intraday orders today. All CO and OCO orders will be blocked for the day. Margins available today are as follows. ?Up to 8X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 3X margins on Intraday orders in Futures ?Up to 3X margins on.. Read more

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31 January, Sun 4:22 pm

On account of the Union Budget, these are our revised margins for 1st February only. ?Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 2X margins on Intraday orders in Futures and Options (selling) only. ?Up to 2X margins on Intraday orders in Currencies and Commodities (for Futures only)... Read more

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4 December, Fri 12:47 pm

As per SEBI’s recent guidelines, there has been an update on the way margins are reported from 1st December 2020. You can read more about this on our blog here. This change has an impact on your current funding process done via Smart Transfer, as brokers are required to report peak margin exposure of all customers to the exchange at multiple points throughout the day. And to comply with this regulatory change, we are making a few changes to the current Smart Transfer process. What is the current process? As per the current process, IndusInd Bank (IBL) only transfers the funds that are to be debited from your account i.e the funds that you have used towards trading. What is the change in the process? Starting 1st December, 2020, as per SEBI regulation, IBL is required to transfer the amount equivalent to the highest (peak) margin being used by you during the day instead of the amount that you use towards executing trades. As a result, IBL shall transfer the entire amount to your Upstox account that you marked out for trading using Smart Transfer on that particular day. This amount will stay in your Upstox trading account unless you do place a withdrawal request to transfer that amount back to your IBL account. Please note that you will not be earning interest on the amount that stays in your Upstox trading account during this period. However, you will continue to earn interest on the amount that remains in your IBL account. For example: You’ve transferred Rs. 5 lakhs from your IBL account to your Upstox account via Smart Transfer. Let’s say you choose to invest Rs. 1 lakh towards purchasing some stocks. At the end of the day, the net debit in your ledger would amount to Rs. 1.1 lakh (after considering taxes). Prior to the new guidelines, we would have debited Rs 1.1 lakh from your IBL account. But as of now, we shall debit the entire sum of Rs. 5 lakhs irrespective of whether or not you have actually executed trades using this amount. The unused Rs. 3.9 lakhs will remain in your Upstox trading account, until you place a withdrawal request to transfer this back to your IBL account. What could you do? You could allocate (keep aside) only the amount, which you plan to use for trading on that day from your IBL account. But don’t worry! The unused amount that you transfer to your Upstox trading account from your IBL account from one particular trading day will remain in your Upstox wallet which you can use for trading in the next trading session. Rest assured, we are working towards a solution to ensure that we can transition back to the system of debiting only the amount from your IBL account that you use for trading. Stay tuned for more updates. If you have any questions or concerns regarding this change, please feel free to reach out to us by raising a ticket on our mobile or web platforms.

#Margins

17 November, Tue 12:16 am

?Up to 15X margins on CO and OCO orders in EQ (for F&O-listed stocks only). ?Up to 12.5X margins on CO and OCO orders in Nifty and Bank Nifty Futures only. ?Up to 10X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 4X margins on Intraday orders in Currency Derivatives. ?Up.. Read more

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12 November, Thu 8:01 pm

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11 November, Wed 8:21 pm

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10 November, Tue 7:42 pm

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9 November, Mon 8:13 pm

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8 November, Sun 7:55 pm

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5 November, Thu 7:47 pm

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4 November, Wed 7:29 pm

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3 November, Tue 8:03 pm

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2 November, Mon 7:55 pm

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1 November, Sun 10:11 pm

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29 October, Thu 7:59 pm

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28 October, Wed 7:36 pm

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27 October, Tue 7:45 pm

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26 October, Mon 8:44 pm

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25 October, Sun 8:49 pm

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22 October, Thu 7:28 pm

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21 October, Wed 7:51 pm

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20 October, Tue 10:12 pm

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19 October, Mon 8:28 pm

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18 October, Sun 7:50 pm

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15 October, Thu 8:57 pm

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14 October, Wed 9:01 pm

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13 October, Tue 10:36 pm

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12 October, Mon 7:51 pm

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11 October, Sun 10:55 pm

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8 October, Thu 7:39 pm

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7 October, Wed 7:58 pm

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6 October, Tue 10:08 pm

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5 October, Mon 7:31 pm

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4 October, Sun 10:03 pm

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30 September, Wed 9:26 pm

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29 September, Tue 10:16 pm

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28 September, Mon 7:15 pm

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27 September, Sun 11:08 pm

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24 September, Thu 7:26 pm

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23 September, Wed 7:22 pm

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22 September, Tue 10:51 pm

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21 September, Mon 8:04 pm

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20 September, Sun 6:21 pm

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17 September, Thu 8:35 pm

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16 September, Wed 9:35 pm

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15 September, Tue 7:54 pm

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14 September, Mon 7:32 pm

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13 September, Sun 6:58 pm

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10 September, Thu 7:23 pm

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9 September, Wed 7:51 pm

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8 September, Tue 7:58 pm

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7 September, Mon 7:19 pm

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6 September, Sun 8:06 pm

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3 September, Thu 7:41 pm

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2 September, Wed 7:34 pm

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1 September, Tue 8:44 pm

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31 August, Mon 8:28 pm

This is an important update about the changes in the margin and trading exposure applicable from 1st September 2020. In addition to margin and related penalties applicable in the Derivative segments, margin and related penalties shall also be applicable in the Equity segment. For more information, you can read the related exchange circulars: 1. SEBI Circular CIR/HO/MIRSD/DOP/CIR/P/2019/139 dated 19th November 2019, 2. SEBI Circular SEBI/HO/MIRSD/DOP/CIR/P/2020/61 dated 16th April 2020, 3. SEBI Circular SEBI/HO/MIRSD/DOP/CIR/P/2020/101 dated 19th June 2020 and 4. SEBI Circular SEBI/HO/MIRSD/DOP/CIR/P/2020/146 dated 31st July 2020. The changes brought out by the above circulars have been summarized below for your convenience: 1. Upfront margin is required to be deposited with the broker before entering into any new trade or taking any new position. 2. MTM requirements are required to be fulfilled by T+1 day in case of the Derivatives segment and by T+2 day in case of the Equity segment. In view of the above, from 1st September 2020 onwards no trading exposure shall be allowed on the following unsettled values since the same cannot be considered towards upfront margin. 1. Intraday Profits 2. MTM arising from C/F to B/F futures position. 3. Net Options premiums sold (except against Options Buy) 4. No BTST Trades Amidst the above restrictions, clients shall however be able to use the sell credit of the Demat holding stock sold towards any new position from T day itself. The MTM losses can be deposited by you on up to T+1 day for Derivatives or T+2 day for Equity, within the timings as specified by Upstox from time to time. Shortfall, if any, shall be liable to penalties at the rates so prescribed by the exchange from time to time. The changes are explained below in detail - 1. Intraday Profits (all products): Profits from Intraday trade will only be available after settlement from exchange. For example - Suppose you bought 100 Shares of X Ltd. for Rs. 1,00,000 on 01/09/2020 and sold the same for Rs. 1,12,000 on the same day leading to intraday profit of Rs. 12,000. In this case if you wish to buy any new shares, you shall be able to purchase the new shares only to the tune of Rs. 1,00,000. (This is because the intraday profits earned to the tune of Rs. 12,000 falls under unsettled funds) The above example shall also be valid for intraday profits earned in the derivative segment. 2. MTM arising from C/F to B/F Futures Position For trades related to C/F to B/F Futures, profits made by selling the position will be available after settlement by exchange. For example - Suppose you had bought a Futures contract on 01/09/2020 for a margin of Rs. 1,00,000. On 03/09/2020 the MTM profit is Rs 10,000 post square off. You would not be able to use this MTM profit of Rs. 10,000 on 03/09/2020 to purchase any new position and margin of Rs 1,00,000 will be available for any fresh positions. 3. Net Options Premium Sold a. When you sell any carry-forward Options, you will be able to utilize the entire amount to purchase a new Options contract. However, this amount can be used to trade for any other segment like equity or currency or commodities only after settlement by exchange. For example - Suppose on 01/09/2020 you have a carry-forward Options position with you worth Rs. 1,00,000 and you sold the same for Rs. 1,05,000. Now if you wish to purchase any new positions requiring margins, you would not be able to place any orders. However if you wish to purchase any new options contract you may do so to the tune of Rs. 1,05,000. b. Conversion of C/F Options will be restricted/not allowed. Suppose on 01/09/2020 you have a carry-forward short options position with you. Earlier you could have converted the same into an Intraday product and the margin would’ve gotten reduced, since Intraday is a leveraged product. However with the new mechanism in place, you will not be able to convert your C/F Options positions across products. You can do so by closing the C/F Option position and re-enter with a fresh intraday product position. The intraday margins will then be applicable which will be lesser as per intraday leverages as compared to your C/F margins. 4. BTST Trades No BTST trades will be allowed from 1st of September, 2020. Suppose on 01/09/2020 you have bought 100 Shares of X Ltd for Rs. 1,00,000. You would be able to sell such shares only post settlement of the same from exchanges. The settlement in the equity segment being on T+2 days and therefore such stock would be available to sell from 04/09/2020. In case of insufficient margins, you shall be liable to penalties at the rates so prescribed by the exchange from time to time. Squaring-off of your open positions shall continue as per our RMS policy on a best effort basis. If you have any queries, please feel free to ‘Raise a Ticket’ from the Web Portal or our Mobile App. Our team will be glad to assist you.

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31 August, Mon 7:29 pm

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30 August, Sun 8:03 pm

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27 August, Thu 7:07 pm

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26 August, Wed 9:17 pm

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25 August, Tue 7:52 pm

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24 August, Mon 7:30 pm

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23 August, Sun 11:10 pm

?Up to 10X margins on CO and OCO orders in Nifty and Bank Nifty Futures only. ?Up to 10X margins on CO and OCO orders in EQ (for F&O-listed stocks only). ?Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 4X margins on Intraday orders in Currency Derivatives. ?Up.. Read more

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20 August, Thu 7:19 pm

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19 August, Wed 7:02 pm

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18 August, Tue 8:01 pm

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17 August, Mon 7:08 pm

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16 August, Sun 7:20 pm

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13 August, Thu 7:28 pm

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12 August, Wed 7:21 pm

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11 August, Tue 7:12 pm

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10 August, Mon 7:22 pm

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9 August, Sun 10:41 pm

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6 August, Thu 7:26 pm

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5 August, Wed 6:59 pm

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4 August, Tue 7:50 pm

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3 August, Mon 7:59 pm

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2 August, Sun 7:51 pm

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30 July, Thu 7:41 pm

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29 July, Wed 7:25 pm

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28 July, Tue 7:58 pm

All Stock options with July Expiry will be blocked for Fresh Buy positions. Delivery margins will be applicable for all July'20 ITM stock options. Read more

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28 July, Tue 7:30 pm

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27 July, Mon 6:49 pm

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27 July, Mon 2:08 am

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23 July, Thu 11:40 pm

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22 July, Wed 11:28 pm

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21 July, Tue 7:27 pm

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20 July, Mon 7:58 pm

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19 July, Sun 7:26 pm

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16 July, Thu 8:01 pm

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15 July, Wed 7:25 pm

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14 July, Tue 8:09 pm

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13 July, Mon 7:18 pm

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12 July, Sun 6:03 pm

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9 July, Thu 8:56 pm

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8 July, Wed 8:20 pm

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7 July, Tue 7:07 pm

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6 July, Mon 7:55 pm

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5 July, Sun 6:26 pm

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2 July, Thu 7:52 pm

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2 July, Thu 11:36 am

In addition to margin & related penalties applicable in the Derivative Segments, margin & related penalties shall also be applicable in the Equity Segment as well. This is in pursuant to SEBI circular SEBI Circular CIR/HO/MIRSD/DOP/CIR/P/2019/139 dated 19th November 2019, SEBI Circular SEBI/HO/MIRSD/DOP/CIR/P/2020/61 dated 16th April 2020 and SEBI Circular SEBI/HO/MIRSD/DOP/CIR/P/2020/101 dated 19th June 2020. Though margins are being levied by the exchange in the equity segment at client level since 1st January 2020, shortfalls, if any, are not subject to any penalty. However, in reference to the SEBI circular dated 19th June 2020, the provisions shall be applicable from 1st August 2020. So, similar to the regulations of the derivative segment, in case of margin shortfall in the equity segment, you shall be liable to pay a penalty. Considering the above changes and to get you accustomed to the above regulations, we have reiterated what shall and shall not be considered towards the margin requirements, below. This shall be irrespective of the segment you trade in. Accordingly, you will need to continue meeting requirements relating to depositing initial margins upfront on the trading day if you wish to trade in any of the registered segment/s. The following shall be continued to be considered as Upfront Margin:

Funds available in the trading ledger with Upstox
Shares pledged* in favour of Upstox as collateral for Margin Purpose(Only for POA clients)

The following unsettled values, as per the current regulation, shall not be considered as upfront margin-

Profits made from - intraday trades Or C/F Futures trades
Net sell premium
Credit from the selling of stock

Caution must be exercised while conducting below class of transactions as these may lead to manifolds of margin being applicable, considering the complexity of the transaction:

Trading in stock liable to 100% margin
Carrying out BTST trades (Being unsettled, margins are applicable for both the buy and sell side, even if the Net position is closed)
Trading in scrips under ASM

The M-to-M losses can be deposited by you on up to T+1 day, within the timings as specified by Upstox from time-to-time. However, you will have to ensure that any shortfall in the upfront margin requirements are fulfilled by the end of the Trade day. In case the above condition is not met and margin shortages are experienced, penalties will be levied in accordance with the exchange norms. You can read about the exchange’s penalty structure here. Additionally, squaring-off of your open positions shall continue as per our RMS policy on best effort basis. For queries/doubts reach us at 022-6130-9999 or drop an email at support@upstox.com * A change is this system shall become applicable in the near future. Clients shall be appropriately informed about such change in advance.

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1 July, Wed 8:12 pm

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30 June, Tue 9:20 pm

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29 June, Mon 7:56 pm

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29 June, Mon 12:24 am

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25 June, Thu 8:15 pm

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24 June, Wed 8:05 pm

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23 June, Tue 7:49 pm

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22 June, Mon 7:32 pm

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21 June, Sun 8:23 pm

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18 June, Thu 7:43 pm

?Up to 10X margins on CO and OCO orders in Nifty and Bank Nifty Futures only. ?Up to 10X margins on CO and OCO orders in EQ (for F&O-listed stocks only). ?Up to 3X margins on Intraday and CO orders in F&O ?Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only)... Read more

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17 June, Wed 10:43 pm

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16 June, Tue 8:34 pm

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16 June, Tue 9:18 am

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31 May, Sun 4:09 pm

?Up to 10X margins on CO orders in EQ (for F&O-listed stocks only). ?Up to 10X margins on CO orders in Nifty and Bank Nifty Futures only. ?Up to 5X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 4X margins on Intraday orders in Currency Derivatives. ?Up to 3X margins on Intraday and.. Read more

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31 May, Sun 12:49 pm

The long-awaited margin framework for futures and options has gone into effect on 1 June 2020. With this change, traders who have hedged their positions (i.e. have multiple positions that fully or partially offset the risk of loss) will be required to keep lower margins, and conversely, for higher-risk positions, the margins will be higher... Read more

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29 May, Fri 9:08 am

Due to SEBI's new margin rules applicable from Monday, we do foresee a sudden jump in required margins for overnight F&O & CDS positions. To account for this, we are partially increasing the margin requirements from today for carry forward F&O and CDS positions. Read more

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28 May, Thu 7:09 pm

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27 May, Wed 7:38 pm

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26 May, Tue 8:24 pm

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25 May, Mon 3:07 pm

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21 May, Thu 7:26 pm

?Up to 5X margins on CO orders in Nifty and Bank Nifty Futures only. ?Up to 5X margins on CO orders in EQ (for F&O-listed stocks only). ?Up to 4X margins on Intraday orders in Currency Derivatives. ?Up to 3X margins on Intraday orders in EQ (for F&O-listed stocks only). ?Up to 3X margins on.. Read more

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20 May, Wed 8:52 pm

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19 May, Tue 7:54 pm

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18 May, Mon 7:24 pm

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17 May, Sun 7:30 pm

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14 May, Thu 7:51 pm

#Margins

13 May, Wed 7:50 pm

?Up to 5X margins on CO orders in Nifty and Bank Nifty Futures only. ?Up to 4X margins on Intraday orders in Currency Derivatives. ?Up to 3X margins on Intraday and CO orders in EQ (for F&O-listed stocks only). ?Up to 3X margins on Intraday and CO orders in F&O. ?Up to 2.5X margins on.. Read more

#Margins

12 May, Tue 9:03 pm

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11 May, Mon 7:10 pm

#Margins

10 May, Sun 8:28 pm

?Up to 5X margins on CO orders in Nifty and Bank Nifty Futures only. ?Up to 4X margins on Intraday products in Currency Derivatives. ?Up to 3X margins on Intraday products in EQ (for F&O-listed stocks only). ?Up to 3X margins on Intraday products in F&O. ?Up to 2.5X margins on Intraday products in MCX... Read more

#Margins

7 May, Thu 7:37 pm

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6 May, Wed 7:23 pm

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5 May, Tue 10:06 pm

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4 May, Mon 8:04 pm

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3 May, Sun 9:44 pm

#Margins

30 April, Thu 1:34 pm

Due to increased volatility in the global crude oil market, the exchange requires additional margin to be levied on all Crude Oil contracts w.e.f 30th April. Click here to view the MCX circular : https://www.mcxindia.com/docs/default-source/circulars/english/2020/april/circular-301-2020.pdf?sfvrsn=9b5a8a90_0 Please retain sufficient margins in your account by 10:30 PM on 30th April, to avoid margin shortfall. Note: please ignore.. Read more

#Margins

29 April, Wed 8:13 pm

?5X margins on CO orders in Nifty and Bank Nifty Futures only. ?4X margins on Intraday products in Currency Derivatives. ?3X margins on Intraday products in EQ (for F&O-listed stocks only). ?3X margins on Intraday products in F&O. ?2.5X margins on Intraday products in MCX. ?OCO orders are blocked for the day. Read more

#Margins

28 April, Tue 8:39 pm

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27 April, Mon 8:45 pm

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26 April, Sun 8:46 pm

#Margins

23 April, Thu 9:26 pm

?5X margins on CO orders in Nifty and Bank Nifty Futures only. ?3X margins on Intraday products in EQ (for F&O-listed stocks only). ?3X margins on Intraday products in F&O. ?2.5X margins on Intraday products in MCX (Crude Oil unavailable). ?OCO orders are blocked for the day. Read more

#Margins

22 April, Wed 9:21 pm

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21 April, Tue 9:01 pm

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20 April, Mon 7:39 pm

?5X margins on CO orders in Nifty and Bank Nifty Futures only. ?3X margins on Intraday products in F&O. ?3X margins on Intraday products in EQ (for F&O - listed stocks only). ?OCO orders are blocked for the day. ?Intraday orders for MCX are blocked for the day. Read more

#Margins

19 April, Sun 7:10 pm

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16 April, Thu 8:02 pm

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15 April, Wed 7:56 pm

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14 April, Tue 6:31 pm

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12 April, Sun 9:48 pm

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8 April, Wed 7:52 pm

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7 April, Tue 7:05 pm

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6 April, Mon 9:23 pm

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3 April, Fri 8:39 am

#Margins

1 April, Wed 8:33 am

3X margins on MIS products in EQ (for F&O-listed stocks only) and F&O. 2.5X margins on MIS orders in MCX. CO orders with 5X margins in Nifty and Bank Nifty Futures only. Read more

#Margins

30 March, Mon 11:13 pm

3X margins on MIS products in EQ (for F&O-listed stocks only) and F&O. 2.5X margins on MIS orders in MCX. CO orders with 5X margins in Nifty and Bank Nifty Futures only. Read more

#Margins

30 March, Mon 9:47 am

3X margins on MIS products in EQ (for F&O-listed stocks only) and F&O. 2.5X margins on MIS orders in MCX. CO orders with 5X margins in Nifty and Bank Nifty Futures only. Read more

#Margins

27 March, Fri 8:52 am

Get 3X margins on MIS products in the EQ segment (for F&O-listed stocks only) and F&O segment. 2.5X margins available on MIS orders in MCX. CO orders with 5X margins allowed for Nifty and Bank Nifty Futures only. Read more

#Margins

25 March, Wed 11:08 pm

Get 3X margins on MIS products in the EQ segment (for F&O-listed stocks only) and F&O segment. 2.5X margins available on MIS orders in MCX. Read more

#Margins

25 March, Wed 11:06 am

MIS products now available in EQ segment (for F&O-listed stocks only). 3X margins also available on MIS orders in the F&O segment. Read more

#Margins

24 March, Tue 11:22 am

MIS products only available in Equity segment (F&O-listed stocks only). On account of market volatility, MIS orders of some scrips may not be allowed by the exchange. Read more

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24 March, Tue 9:13 am

No margins will be available for all products (MIS/OCO/CO) across all segments, today. Kindly place delivery orders only. Read more

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23 March, Mon 8:35 am

No margins will be available for all products (MIS/OCO/CO) across all segments, today. Read more

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20 March, Fri 2:10 pm

All Intraday (MIS/ CO/ OCO) open positions in Equity and F&O will be squared off at 3 PM, today. Kindly plan your trades accordingly. Read more

#Margins

20 March, Fri 9:04 am

CO/OCO for options and MCX are unavailable. EQ margins for Intraday: MIS/CO/OCO =5x (F&O-listed scrips only). Read more

#Margins

19 March, Thu 12:27 pm

All Intraday (MIS/ CO/ OCO) open positions in Equity and F&O will be squared off at 3 PM, today. Kindly plan your trades accordingly. Read more

#Margins

19 March, Thu 9:54 am

On account of high volatility, OCO and CO orders in MCX contracts are blocked until further notice. Kindly use alternative products for trading. Read more

#Margins

19 March, Thu 9:50 am

We are receiving delayed updates on NEFT/IMPS fund transfers from our banking partner. Our team is following up with them for updates at the earliest. Read more

#Margins

19 March, Thu 8:51 am

CO/OCO for options are unavailable. EQ margins for Intraday: MIS/CO /OCO =5x (F&O-listed scrips only). All intraday products unavailable for Yes Bank. Read more

#Margins

25 November, Mon 4:42 pm

SEBI had decided to compulsorily settle stock derivatives physically in a phased manner, starting with 46 stocks in July 2018. This has now become applicable to all the stock derivative contracts, starting October 2019. Under this, if you hold a position in any of these contracts on the expiry date, you will have to give/take delivery of the stocks. Accordingly, effective Friday – 22 Nov, 2019, changes applicable on trading with Upstox in Stock Derivatives for the current month (November) contract expiry and all expiries going forward is as follows:

Clients shall not be permitted to initiate fresh position in stock options from 5 days prior to expiry of any month. Correspondingly, conversions of carry-forward stock option positions shall not be permitted.
Delivery margins would be applicable—as per exchange norms—on all the existing long ITM (In The Money) stock option position in a staggered manner as explained below:

20% of delivery margins computed on expiry -4 days EOD (Friday) 40% of delivery margins computed on expiry -3 days EOD (Monday) 60% of delivery margins computed on expiry -2 days EOD (Tuesday) 80% of delivery margins computed on expiry -1 day EOD (Wednesday) To avoid margin shortages, Upstox would be blocking such (above mentioned) delivery margins from Beginning of the Day (BOD) instead of End of the Day (EOD).

Clients shall not be permitted to initiate fresh position in stock futures from 1 day prior to the expiry of any month. Correspondingly, position conversion(s) on carry forward of any stock futures positions shall also not be permitted.

The RMS team shall begin squaring-off all the existing open position of the expiring Futures and Options contracts from 2.30 pm onwards, a day prior to the expiry day at the prevailing market price on best-effort basis. If the positions are not squared off for any reason (e.g: non-liquidity), then the contract would have to be settled physically and the client would be liable to pay the entire amount of the settlement. For your reference, you could also go through the SEBI and NSE circulars on physical settlement as below: SEBI circular: SEBI/HO/MRD/DOPI/CIR/P/2018/161 NSE circular: FAOP39824

#Margins

22 August, Thu 10:47 pm

There has been a recent change in the rules related to physical settlement of equity derivatives segment.In addition to the margins applicable for the F&O segment, delivery margins shall be levied on potential in-the-money long option positions four (4) trading days prior to expiry of the derivative contract that has to be settled through delivery... Read more

#Margins

22 May, Wed 6:34 pm

Due to the upcoming election results certain leverage restrictions will be applied on your Upstox account from 23rd - 24th May, 2019. Carry Forward (Delivery) margins for F&O will be increased to: - 1.1x for Index Derivatives of applicable exchange margins - 1.3x for Stock Derivatives of applicable exchange margins - MTM Square OFF %.. Read more

#Margins

16 May, Thu 8:55 pm

Due to the upcoming election results certain leverage restrictions will be applied on your Upstox account from the period of May 17th – 24th, 2019. From May 17th – May 24th, 2019 Carry Forward (Delivery) margins for F&O will be increased to: - 1.1x for Index Derivatives of applicable exchange margins - 1.3x for Stock.. Read more

#Margins

26 April, Fri 3:55 pm

Effective 26th April, 2019, exposure margin applicable on securities shall now be altered at different levels of Market Wide Position Limit (MWPL). This will enable investors to take a better informed decision on whether to hold or square-off their existing position before regulatory action kicks in. Please find below the table with the applicable exposure.. Read more

#Margins

28 March, Thu 11:28 am

Effective 1st April 2019, there will be a change in margin reporting of Equity Derivatives (EqD) and Currency Derivatives (CD) of BSE and NSE at Upstox. You will need to deposit initial margins upfront on the trading day. Any unsettled values cannot be used to satisfy initial margin requirements. However, these would be considered for your intraday.. Read more

#Margins

23 July, Mon 6:25 pm

SEBI has decided that physical settlement of stock derivatives will now be compulsory and implemented in different phases. As per SEBI’s guidelines, NSE’s circular mentions 46 stocks which will be settled through compulsory physical delivery. If you hold a position in any of these contracts on the expiry date, you will have to give/take delivery.. Read more

#Margins

29 June, Fri 2:17 pm

To trade in derivatives the exchanges ask for margin, i.e., SPAN + Exposure, to carry forward positions overnight. Until now a short margin penalty of up to To trade in derivatives the exchanges ask for margin, i.e., SPAN + Exposure, to carry forward positions overnight. Until now a short margin penalty of up to.. Read.. Read more

#Margins

26 June, Tue 5:12 pm

To trade in derivatives the exchanges ask for margin, i.e., SPAN + Exposure, to carry forward positions overnight. Until now a short margin penalty of up to Read more

#Margins

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