What are charges for smallcases?

For each smallcase, users will incur charges of ₹100 or 1.5% (including GST) of the investment amount, whichever is lower.


When investing in smallcases through SIP, a fee of ₹10 or 1.5% (including GST) of the investment amount (whichever is lower) will be levied.


Refer to the table below for precise details on the charges for buy orders, invest more orders, or SIP orders:


Order TypeTransaction Fee
Buy Order₹100 or 1.5% of the invested amount + GST
Invest More₹100 or 1.5% of the invested amount + GST
SIP (Auto/manual)₹10 or 1.5% of the invested amount + GST


Please note that there are no charges for rebalancing, managing, partially or completely exiting your smallcase.


Kindly be aware that regular Upstox delivery charges such as brokerage, STT, transaction charges, SEBI charges, demat charges, and taxes are still applicable.

Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.