While using Margin Trading Facility (MTF), keep the following in mind:

• Stocks bought under MTF can be held till you wish to hold it or convert it (on a temporary basis), however during such holding period, if there is margin shortage, MTM shortage or other debits, the MTF position may be fully or partially squared off. You can view them under the Positions tab on the Upstox platform.
• You can close your MTF positions anytime
• At any point, you can take MTF positions of up to ₹5 crore

MTF Charges under Basic Plan:

₹20/day for every ₹40,000 borrowed via MTF

Example: If you take ₹70,000 as MTF →

₹20/day (first ₹40,000) + ₹20/day (next ₹30,000) = ₹40/day

Additional charges (Basic Plan):

₹20 (plus taxes) per MTF buy/sell transaction → CDSL pledging & un-pledging fee

Brokerage of up to ₹20/order

MTF Charges under Plus Plan:

₹20/day for every ₹50,000 borrowed (up to ₹1,00,000)

Beyond ₹1,00,000 → slab changes to ₹20/day for every ₹40,000 borrowed

Example: If you take ₹1,20,000 as MTF →

₹20/day (first ₹50,000) + ₹20/day (next ₹50,000) + ₹20/day (remaining ₹20,000) = ₹60/day

Additional charges (Plus Plan):

₹20 (plus taxes) per MTF buy/sell transaction → CDSL pledging & un-pledging fee

Brokerage of up to ₹20/order

Once you activate MTF, we will also send a complete list of ‘terms and conditions’ to your registered email ID.

Terms & Conditions Apply: RIGHTS & OBLIGATIONS OF STOCK BROKERS & CLIENTS FOR MARGIN TRADING FACILITY (MTF) - NSE & BSE