Mutual Fund

The Mutual Fund APIs let you retrieve mutual fund orders, SIP registrations, and holdings for authenticated users. All endpoints require OAuth2 authorization and mutual fund routes must be enabled for your API subscription.

GETGet Order BookRetrieve paginated mutual fund orders using the Upstox API. Filter by status and transaction type, and page through results with up to 30 records per request.

GETGet Order DetailsGet the status and full details for a specific mutual fund order using the Upstox API. Query by order ID to view fund, folio, amounts, and execution details.

GETGet Order SIPsList active and paused mutual fund SIP registrations using the Upstox API. Paginate with page_number and records, up to 30 rows per page for SIP monitoring.

GETGet HoldingsRetrieve mutual fund holdings using the Upstox API. View units, last NAV, unrealized P/L, folio, and ISIN for each scheme in a single portfolio response.