Upstox for Investors: 2023


Feeling lost in the jungle of investment options? Don't sweat it! We've got your back. Explore the ‘Upstox for investors’ mode on our app!

We understand that investors and traders have different needs, which is why we've created a separate mode called Upstox for Investors. It's simple and jargon-free and makes finance fun! Why to invest? Where to invest? When to invest? This mode has got answers to all these questions!  Here’s what's on this mode:

Mutual Fund Experience

A revamped Mutual Fund experience featuring Top Funds in most categories

🚀 Truths of Investing

To ensure that you invest right we’ve embedded basic principles of investing within our app. These answer the why, where, when, what to invest in. Just follow these and you’re set!


🚀 Top Rated Funds shortlisted based on both Risk & Return Analysis

After conducting in-depth risk and return analysis using the following parameters for respective categories, we’ve shortlisted the top funds for you. These metrics are also available for you to see on the app in a jargon-free manner

  • Equity Mutual Funds shortlisted by their AUM, Alpha, Sortino
  • Debt Mutual Funds shortlisted by their Average Annual Returns and Credit Rating
  • Index Funds shortlisted by their AUM, Tracking Error and Expense Ratio


🚀 Detailed Insights

If you want detailed insights to make a confident decision, click on a fund to view the following

  • 1M, 3M, 6M, 1Y, 3Y, 5Y, All-time CAGR
  • CAGR compared to FD returns 
  • Fund Info such as lock-in period, NAV, AUM, Expense etc.
  • Tax info and exit load
  • Detailed analysis - What’s in this fund, fund management


🚀 Investment Ideas

Confused where to begin? Find a fund based on a category or the following investment ideas:

  • Become a crorepati
  • Invest Globally
  • All Weather Investing
  • Invest in Gold
  • High risk, high returns
  • Better than bank accounts
  • Save taxes


🚀 Sort By Function

Just like shopping on a marketplace, filters help make search easy

These filters too will make your search easy. Click on the sorting icon to sort Mutual Funds by these filters - Top Funds, Rating, AUM size, AMC, Fund Plan.

Stock SIP

Heard about SIP in Mutual Funds, now you can set an SIP on Stocks too!

🚀 Just like a subscription to your favourite OTT platform or a magazine, a Stock SIP is a disciplined way to invest a fixed amount or buy a fixed quantity of a stock every week/month. 


🚀 They help you stay committed to your investments. They’re pocket friendly and you don’t need to worry about timing the market with Stock SIPs


🚀 To set up a Stock SIP on Upstox just select a stock on the Upstox app →  Click on ‘Buy’ → Change the order type from ‘Market’ to ‘SIP’ → Give instructions for your SIP and you’re done! #GetSetSIP. 


A revamped way to invest in ETFs, featuring top Index ETFs and details on each

  • Top ETFs shortlisted based on both risk and return analysis using these parameters Tracking Error, AUM, Expense Ratio, and Liquidity.
  • Detailed insights on every ETF

    • 1M, 3M, 6M, 1Y, 3Y, 5Y, All time CAGR
    • Information on the ETF’s AUM, Manager, Launch date, Tracking error and expense ratio along with competitor analysis 
    • Holdings and sectors in the fund and insights on its distribution
    • Return comparison with NIFTY and SENSEX 
    • Insights on ETF trading at a discount or premium to decide whether its a good time to buy or sell
    • Rolling returns measure the ETFs average returns at different time frames and give you a fair understanding of ETFs performance during different market conditions.
  • A quick overview on how many investors have bought this ETF, how many have sold it and also its rank on Upstox

  • Highlights

    Quick insights on the ETFs Market cap, asset allocation and top companies within it

  • Investment checklist

    Details on liquidity, fund size, expense ratio, tracking error, Returns vs FD. This also includes ‘entry point’ which is a comparison with its NAV to help you decide whether to buy this ETF now or later

  • Dedicated Smartlists for ETFs

    Trending ETFs, Gold ETFs, International ETFs, Equity ETFs, Debt ETFs

👉 If you’re using the old Upstox app (blue)

The new features are only available on the new Upstox app. Once you download the new app, login with your registered mobile number → Go to ‘Accounts’ tab at the bottom of the screen →Switch the toggle button to ‘Upstox for Investors’ from the top of the screen.

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👉 If you’re already using the new Upstox app (purple)

Ensure you’ve updated your app to the latest version. Then go to the ‘Accounts’ tab at the bottom of the screen. Switch the toggle button to ‘Upstox for Investors’ from the top of the screen.

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