STOCK BROKER REVIEW | INVESTING | UPCOMING IPO | ALGO TRADING | TECHNICAL ANALYSIS

Upstox Exposure: Amplify Your Trading Potential | Garv Thakur

 
 
 

Upstox Margin/Exposure Limit for Intraday and Futures

What is Upstox and How Does it work?

Upstox is a discount stock broker of India. It was formerly known as RSKV Securities and registered as online discount broker at SEBI. Ravi Kumar is the CEO & Co Founder of UPSTOX. Upstox provides the facility to trade across Equity, Currency, Commodity and Derivative segments. If we talk about the advanced trading platforms then Upstox has various advanced Trading Software like Upstox Pro, Nest Trader, Fox Trader and DartStock.


Segment Wise Upstox Margin Exposure

Segment

Intraday Orders

CO/OCO Orders

Equity

5x

5x

Index Futures

1x

1x

Stock Futures

1x

1x

Index Option Sell

1x

1x

Stock Option Sell

1x

1x

NSE Currency

1x

1x

MCX Futures

1x

1x


What is Exposure Margin in Upstox?

Upstox Exposure Margin: Upstox provides margins in Equities, Futures, Currency Futures and MCX segment. Upstox intraday exposure service are available for equities, futures, options, commodities and currency futures. These are only applied for the trades that are executed on the same day. Upstox exposure requirements are important for traders and investors.

Upstox Intraday Auto Square Off Time

The positions that are bought or sold using intraday exposure in Upstox will automatically get squared off at 3:15 PM for equities and F&O and is charged @₹20 per order by Upstox.

Timings for Currency Futures positions will be squared off at 4:45 PM and Upstox timings for MCX will be squared off 30 minutes prior to market close (so it can either be 11:25 PM or 10:30 PM depending on MCX market timings).

What is Limit in Upstox?

As per Upstox exposure update on Upstox exposure 2024 and according to SEBI Guidelines almost all stock brokers including Upstox provides 1x limit in all segments except Equity segment.

Upstox Margin Exposure Details

Upstox Margin Exposure in Equity Segment
Upstox exposure limits is up to 5x exposure for all the NSE and BSE securities that have the products on the NSE-FO market.

Upstox Margin Exposure in NSE and Currency Futures
The futures are allowed to trade on 20% of applicable (span Plus exposure). The customer is required 100% of the applicable margin.

Let’s understand it better with an example, suppose a person X is wishing to purchase one lot of NIFTY futures valued at ₹2,07,500 (i.e., 8300 for 1 lot of 50 shares), then it means that X would need ₹8380 (i.e., 50% of margin) for the intra-day applicable margin or ₹16,750 (i.e., 100% of margin) if he wants to carry forward this position.

Upstox Margin Exposure in Options
Upstox requires the full premium amount for buying options. It provides up to 1x leverage on the span and exposure margin for intraday. The Delivery also requires the complete amount. However, the customer receives the premium benefit credited to their account at the time of selling options in delivery. The buying options requires the complete value of the premium while selling options requires the complete value of the applicable margin.

Upstox Margin Exposure in MCX Commodity
Upstox provides up to 1x margin for both buying and selling for MCX Futures. The leverage begins at the time of market open only for fresh positions. The positions that are bought or sold on the leverages will automatically get squared off, 30 minutes prior to closing of the market i.e., it is either 11:25 PM or 10:30 PM depending on MCX market timings.

What is Upstox and Upstox Pro?

Upstox offers two applications for the users for simple and advance trading. Upstox has approx. 1cr.+ customers. For their customers, Upstox has launch two applications where customers can trade accordingly.

What is the difference between Upstox and Upstox Pro?

Upstox Old: Upstox old version is simple and basic designed feature application for Upstox users. In this, chart tools are provided to build the confidence of traders. Users can make their portfolio and get updated market news.
Upstox Pro: Upstox pro is advance designed platform for the Nonstop traders. In this, you can select stocks faster and easier. Margin facility, orders valid till expired date, buy and sell in just one click and with new F&O trading opportunities.



Comments for Upstox Exposure: Amplify Your Trading Potential | Garv Thakur

5 comments

  • Angelina

    Beware of these scam ! It took me a little bit time to recover my lost funds from this fraudulent sites. Seek assistance from the experts to ensure reimbursement and protect yourself from their deceptive practices I was sad and depressed for weeks until I came across a review here from one Madam Rebekah here talking about (GallagherPatricia1921@gmail. On how she helped her recover her lost investments I decided to give it a shot and it turned out to be positive my money is recovered

  • Rajack shelon

    This is a WARNING not to do any business with this company.You will be asked to pay for bogus “taxes” in order to withdraw which were not mentioned before. And even if you do pay, You still can’t. If you are in this mess or similar one get help by contacting Marketpeace .n et Their service was so easy to work with and we recouped all my losses till the last penny. You can send a message to WhatsApp +84 94 767 1524.

  • jamez cutt

    Everyone has to be guided a lot of scammers are out there taking money from innocent traders. I was a victim to this scam crypto broker the made me loss my hard earn funds. I reported to Marketpeace. net and they where able to fight back for my funds now I have my funds fully recovered. You can as well write to their support team or WhatsApp +84 94 767 1524.

  • Grace lalana

    If you have ever lost money through Lottery, Compensation, Binary Options, Inheritance Cryptocurrency or Forex. Or your’e also facing some challenges of withdrawals or your broker manager is always asking you to make more deposit before you could place a withdrawals from your account or you traded and lost your funds without any reason or maybe you noticed that your broker manager manipulated your funds or you have lost your bitcoins you can report to Gavin ray a specialist who helps to recover funds from any company legitimate or not legitimate I lost about 120k to scammers with the help of gavin ray I got back my funds in full. Kindly contact them through this Email Address : gavinray78@gmail.com or WhatsApp +1 860 800 9185 and you will be guided on the steps to recover all your lost funds.

  • Grace lalana

    If you have ever lost money through Lottery, Compensation, Binary Options, Inheritance Cryptocurrency or Forex. Or your’e also facing some challenges of withdrawals or your broker manager is always asking you to make more deposit before you could place a withdrawals from your account or you traded and lost your funds without any reason or maybe you noticed that your broker manager manipulated your funds or you have lost your bitcoins you can report to Gavin ray a specialist who helps to recover funds from any company legitimate or not legitimate I lost about 120k to scammers with the help of gavin ray I got back my funds in full. Kindly contact them through this Email Address : gavinray78 gmail com and you will be guided on the steps to recover all your lost funds.

 

Frequently Asked Questions


A stop-loss order is an order placed with a broker in order to buy or sell a specific stock once the stock reaches a certain price. A stop-loss is designed in order to limit an investor's loss on a security position.
Yes, everyone can invest in mutual fund through Upstox with Upstox demat account.
While carrying Intraday orders, we trade using margins and thus the trade goes in loss showing the negative balance. It will show the negative balance till the time we square off our trade or their RMS team do so. Your AMC might be deducted and this is the reason why it shows negative balance.
No, you cannot buy direct mutual fund through Upstox as it does not provide direct mutual fund schemes.
₹20 brokerage and 5x intraday margin are the most suited for a new trader. Whereas, the Priority plan is best for the experienced traders who require higher leverage. The brokerage charges (₹20 per trade) are also higher under the Priority Plan.
It allows customers to trade across Equity, Currency, Commodity and Derivative segments in Indian stock market. Upstox has various advanced technology platforms like Pro Web, Mobile Nest Trader, Fox Trader and DartStock.
The Upstox has pioneered the low-cost brokerage model. Thus while trading with Upstox, equity delivery trades are free of cost. For intraday trading on BSE, NSE and MCX and F&O. It is 0.05% or up to ₹20 per order traded.
Upstox is good for mutual funds as it provides regular mutual funds plans from 2500+ fund houses.
Upstox Nest Trader download from official website of Upstox is possible.
You can invest in mutual funds through Upstox if you have a Upstox demat account.
The Upstox provides three trading platforms. There is Upstox Pro web that you can access from your favorite browser. The other software Upstox Mobile which is available on both Android and iOS will help you in trading on the go.
Upstox runs a partner program wherein you can become a sub-broker and start referring customers from your network. You can earn commissions when they trade. You can receive earnings in two ways in this program either earn a part of the brokerage paid by your referrals or earn incentives for referrals when they open an Upstox account.
The Account opening is free. But if you pay ₹149, you will get a brokerage credit worth ₹250 with the validity of 30 days.
To buy mutual fund in Upstox, login to Upstox MF using Upstox ID and password.
You can withdraw money from your Upstox account directly from the application. You go to the balance section of the app and choose to “withdraw funds” from your securities or commodities account. Once after selecting the account, click on the “withdraw” screen. Now enter the amount you want to withdraw and click on “submit”.
Upstox is an online broker and a POA is compulsory during the account opening. This is done in order to keep your information safe and secure.
Upstox is one of the top discount brokers of India. It provides trading services at very low and unbeatable prices.
There is no limit of how many banks accounts you can link with Upstox. One bank account will be marked as the primary account and rest of them will be marked as the secondary bank accounts.
There is no such thing as Upstox branches. Upstox is a complete online stock broker. Only its registered office is situated at New Delhi and Head office situated at Mumbai.
No, Upstox does not provides direct mutual fund schemes or plan.
Upstox Mutual fund is an investment platform where investor invests in a pool of money to achieve their long-term financial goals.
Yes, any one with Upstox demat account can buy mutual funds in Upstox. If you do not have an Upstox demat account, you can easily open an online Upstox demat account.
Upstox Mobile App Support is significantly invested in technology. After Upstox mobile app login users can use its features and tools to its customers. For Upstox mobile app links, visit the official website of Upstox.
Mr Ravi Kumar CEO & (Co-Founder), Kavita Subramanian (Co-Founder) and Shrini Vishwanath.
The monthly maintenance charge for the demat account is ₹25 (excluding GST). This amount will be charged at the end of every month.
The trading with Upstox is completely safe. The company started offering its services in 2012 and since then it has grown exponentially. It has lakhs of trusted customers and over 5 lakh customers traded in January 2020. This made it rank as the second largest discount stock broker in India. The company is registered with the SEBI, BSE, NSE, MCX, CDSL and NSDL. It is regularly audited by the exchanges and no violations have been noticed so far. The company is backed with the leading investors like Ratan Tata, Tiger Global and GVK Davix.
Login to Upstox mobile app or login to Upstox trading software using your Upstox demat account login credentials to use Upstox demat account.
Yes, Upstox provide mutual fund investment facility to customers.
The client can freeze his account in case he does not wish to do any transaction in the near future. This helps in curbing the unauthorized use of demat account & prevention of frauds. The account will be de-freeze only on the instructions of the account holder.
When you open a Upstox demat account, Mutual fund segment is automatically activated. But if you plan to invest in Upstox mutual fund SIP, an Upstox mutual bank mandate bank mandate form is required to allow auto debit from your bank account at regular intervals as chosen by you to invest in SIP.
To reactivate your Upstox account, all you need to do is to fill the reactivation form and email it to us at ‎support@upstox.com. You also need to send a bank statement of the last three months that have been self-attested. Once after we receive this, your account will be reactivated within 24–48 business hours.
Upstox mobile is an advanced trading app provided by Upstox for easy and seamless trading experience.
Upstox core services does not include providing trading or stock tips. As an online broker, Upstox believes in keeping costs as low as possible.
Upstox is trustworthy and reputed stock broker in India. It is registered with SEBI. CDSL, NSDL, BSE, NSE and MCX with multiple exchanges are verified the UPSTOX.
There is no minimum balance that you are obliged to maintain in an Upstox Mutual Fund account once after the first time when you purchase the SIP.
You can upgrade your Upstox account by just sending an email from the registered email Id to support@upstox.com. Remember to keep the subject line "Request to change brokerage plan." Make sure that you mention your Name and UCC in the email. The request for changing brokerage plans will be processed in 24-48 hours during business days.
One of the major advantages of having trading account with Upstox is their low-cost structure. As a result, they do not provide any RM (Relationship Manager) services, even in Mumbai.
The Trigger price in Upstox is the pre-set price on a buy or sell order in trading. The order here is a special order such as a “stop-loss order”, a “take-profit order”, “bracket order” and a “cover order”.
The withdrawal of money procedure is an online process. Thus, every request is processed within 24 business hours after the trading day has ended. The Upstox staff get notified of your withdrawal request and hence they process all withdrawals once at the end of each day.
There is no demat account opening charges in Upstox. Free demat account opening in Upstox is available.
Upstox mutual fund is regular.
Yes, the account opening in Upstox is free with a ₹249 prepaid brokerage plan. Currently the company does not charge any account opening fee for the individual trading accounts.
When you open a Upstox demat account, Mutual fund segment is automatically activated in it. There is no separate activation required.
Upstox brokerage charges are Equity Delivery- ₹20 or 2.5% (whichever is lower) for Equity & Future- ₹20 per executed order or 0.05% (whichever is lower) for option Flat ₹20 per executed order.
There is no separate account opening required for mutual fund investment in Upstox. Only a Upstox demat account is required to be open. Visit garvthakur.com to check Upstox demat account opening procedure.
To start trading with Upstox, you need to open an account in Upstox stock broker.
Upstox Nest trader login can be done using Upstox Nest Trader.
Upstox demat account provides demat services. Upstox provides demat account facility as it is depository participant with both CDSL and NSDL. Anyone can easily open demat account with Upstox online.
In order to change your phone number in the Upstox account, you will have to open an online service request. To change phone number in Upstox, follow the below mentioned steps: a) Go to www.upstox.com b) Click on 'Sign in' > 'Dashboard' c) Upstox Login to the dashboard (Upstox back office) d) Choose and click on the 'Service Request' box e) Then, click on 'Change your Mobile Number" f) Enter the new phone number and verify the OTP. Once after the request is submitted, it will be processed in 24 to 72 hours.
There is no separate Upstox trading software brokerage. Only Upstox brokerage is applicable as per the Upstox brokerage plan.
Visit garvthakur.com to find the Upstox account opening procedure.
Upstox is not a listed company. It is a privately owned company run by the promoters of the company including Mr. Ravi Kumar and Mr. Shrinivas Viswanath. Four major investors that include Mr. Ratan Tata, Tiger Global Management, GVK Davix and Kalaari Capital Partners invested in this company.
The “Validity in Upstox” means the tenure or period for which a placed order is valid. The price of a stock moves up and down on a regular basis and thus the order is executed only when the matching price is available.
Span and Exposure margin is the leverage provided by Upstox to their customers. Find the above list to check Upstox margin exposure or visit the official website of Upstox to check Upstox exposure calculator.
If you are deciding to close your account then you can delete it, then you can delete it. Upstox does not charge any fees to close your Upstox demat or Upstox trading account. Just make sure that all your dues are clear and transfer all existing securities from your Upstox demat account.

Upstox Reviews