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Mutual Fund APIs Launch​

Effective Date: April 24, 2026

We are rolling out Mutual Fund APIs for the Upstox developer platform. These endpoints let you retrieve mutual fund orders, SIP registrations, holdings, and full details for a single order—so you can build portfolio views, alerts, and reporting on top of user's accounts.

For endpoint reference and sample code, see the Mutual Fund API documentation.

What’s included?​

The Mutual Fund suite includes the following APIs:

  1. Get Order Book:

    • Description: Paginated list of mutual fund orders with optional filters for status and transaction type.
    • Documentation: Get Order Book

  2. Get Order Details:

    • Description: Full details for one mutual fund order by order_id, including fund, folio, amounts, and execution fields.
    • Documentation: Get Order Details

  3. Get Order SIPs:

    • Description: Details about the Order SIPs for the user with pagination.
    • Documentation: Get Order SIPs

  4. Get Holdings:

    • Description: Holdings snapshot with units, average cost, last NAV, unrealized P/L, folio, and ISIN where available.
    • Documentation: Get Holdings
  • Instrument data: Mutual fund instruments (JSON) are available from the Instruments page for ISIN and scheme metadata.

Thank you​

We appreciate your continued support. If you have questions or feedback, reach out through the developer community.