Yes Securities Vs Upstox
Yes Securities
Upstox
Upstox is a low-cost broking firm, whose main motive is to provide trading opportunities at unbeatable prices. Upstox is being backed by a group of investors like: Kalaari capital, Ratan Tata and GVK Davix.
Upstox provides many more rich trading features like trading, analysis, charter and etc. It provides ease to place orders through phones and browsers. Upstox provides a completely Upstox Free trading account and free trading as well in Equity Delivery Segment. Upstox refer and earn review program is also available in which you can refer your friends to trading with Upstox.
Yes Securities Vs Upstox - Broker Details
| Yes Securities | Upstox | |
|---|---|---|
| Single Margin Facility |
|
|
| Year of Incorporation | 2013 | 2009 |
| Exchanges | BSE, NSE, MCX, NCDEX | BSE, NSE and MCX |
| Branches | 50 | Zero |
| Brokerage | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (Whichever is lower) |
| Broker Type | Full Service Broker | Discount Broker |
| Call Back Open Account |
Yes Securities Vs Upstox - Account Opening & AMC Charges
| Yes Securities | Upstox | |
|---|---|---|
| Trading Account Opening Charge | ₹0 (Free) | ₹0 (Free) |
| Demat Account Opening Charge | ₹0 (Free) | ₹0 (Free) |
| Demat Account AMC | ₹300 per Year | ₹0 (Free) |
| Trading Account AMC | N/A | ₹0 (Free) |
| Call Back Open Account |
Yes Securities Vs Upstox - Brokerage charges & Plans
| Yes Securities | Upstox | |
|---|---|---|
| Commodity Futures | Yes First- 0.03% per order | Yes Premia-0.04% per order | Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Currency Futures | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order or 0.05% (whichever is lower) |
| Equity Delivery | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.45% per order | ₹20/ Order or 2.5% (whichever is lower) |
| Equity Options | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order |
| Commodity Options | Yes First- ₹125 per lot| Yes Premia- ₹125 per lot| Invest Value Plan-₹125 per lot | ₹20/ Order |
| Equity Futures | Yes First- 0.03% per order| Yes Premia- 0.04% per order |Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Currency Options | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order |
| Fixed Charges | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order |
| Equity Intraday | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Call Back Open Account |
Yes Securities Vs Upstox - Other Charges
| Yes Securities | Upstox | |
|---|---|---|
| RMS Square Off Charge | ₹20/ Order | (₹50 + GST) |
| API Charges | ₹0 (Free) | ₹0 (Free) |
| Call & Trade Charges | ₹0 (Free) | (₹50 + GST) |
| Other Brokerage Charges | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% ( Whichever is lower) |
| Minimum Brokerage | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order |
| Call Back Open Account |
Yes Securities Vs Upstox - Transaction Charges
| Yes Securities | Upstox | |
|---|---|---|
| Currency Options | 0.0435% (on premium) | NSE: Exchange turnover charge: 0.04% |Clearing charge: 0.025% | BSE: Exchange turnover charge: 0.001% Clearing charge: 0.025% |
| Equity Futures | 0.002% | NSE: Exchange turnover charge: 0.0020% | Clearing charge: 0.0002% |
| Equity Intraday | 0.00325% | NSE: 0.00345% trade on buy & sell | BSE: charges vary as per the scrip group |
| Equity Options | 0.053% (on premium) | NSE: Exchange turnover charge: 0.053% | Clearing charge: 0.005% |
| Commodity | 0.0030% | Non-Agri: Exchange turnover charge: 0.0026% |
| Currency Futures | 0.00125% | NSE: Exchange turnover charge: 0.0009% | Clearing charge: 0.0004% | BSE: Exchange turnover charge: 0.00022% | Clearing charge: 0.0004% |
| Equity Delivery | 0.00325% | NSE: 0.00345% trade on buy & sell | BSE: charges vary as per the scrip group |
| Call Back Open Account |
Yes Securities Vs Upstox - Margin (Exposure)
| Yes Securities | Upstox | |
|---|---|---|
| Equity Options | 1x (100% of Normal margin (Span + Exposure)) | Option Sell: 1x | Option Buying: No Margin |
| Equity Intraday | 5x (Up to 20% of trade value) | 5x (Up to 20% of trade value) |
| Currency Options | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margins(SPAN + Exposure) |
| Commodity Options | 1x (100% of Normal margin (Span + Exposure)) | Option Sell: 1x | Option Buying: No Margin |
| Commodity Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Equity Delivery | 1x (100% of trade value) | 1x (no margin) |
| Currency Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Equity Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Call Back Open Account |
Yes Securities Vs Upstox - Features
| Yes Securities | Upstox | |
|---|---|---|
| Online Portfolio |
|
|
| Algo Trading |
|
|
| Margin Trading Facility |
|
|
| Call & Trade Facility |
|
|
| Referral Program |
|
|
| Collateral Margin |
|
|
| Online Demo |
|
|
| 3 in 1 Account |
|
|
| Charting |
|
|
| Intraday Square-off Time | Equity & F&O:- 3:20pm | Currency: 4:30PM | Commodities: 11:20 PM | Equity Cash:- 3:15 PM (Co- 3:10 PM) | Equity Derivatives:- 3:20 PM (Co- 3:10 PM) | Currency Derivatives:- 4:30 PM(Co- 4:35 PM) Commodities:- 40 mins prior to when the market closes at 11:30 PM 30 mins prior to when the market closes at 11:55 PM |
| Trading Platform | 1. Yes Invest, 2. Yes Stock Trader | 1.Pro Web (Web-based trading platform) 2.Pro Mobile (mobile trading application) 3.Algo Lab (bridge for Amibroker) 4.Option Strategy Builder 5.Order Generator |
| SMS Alerts for Trades |
|
|
| Direct Mutual Fund |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Review & Rating
| Yes Securities | Upstox | |
|---|---|---|
| Trading Brokerage | ||
| Customer Service | ||
| Fees | ||
| Trading Platform Usability | ||
| Mobile App | ||
| Research | ||
| Desktop Software | ||
| Overall Ratings | ||
| Broker Rating | ||
| Call Back Open Account |
Yes Securities Vs Upstox - Request a call back from Broker
| Yes Securities | Upstox | |
|---|---|---|
| Call Back Open Account |
Yes Securities Vs Upstox - Investment Options
| Yes Securities | Upstox | |
|---|---|---|
| Currency |
|
|
| IPO |
|
|
| Commodity |
|
|
| Debt |
|
|
| Other Options |
|
|
| Stock Cash / Equity |
|
|
| Mutual Funds |
|
|
| Bond / NCD |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Order Type
| Yes Securities | Upstox | |
|---|---|---|
| Bracket Order/BO/OCO |
|
|
| BTST |
|
|
| Cover Order/CO |
|
|
| Good Till Cancelled (GTC) |
|
|
| BUY ABOVE/SELL BELOW (SL-M) |
|
|
| After Market Order(AMO) |
|
|
| STBT |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Research & Report
| Yes Securities | Upstox | |
|---|---|---|
| Free Tips |
|
|
| Quarterly Result Analysis |
|
|
| Daily Market Report |
|
|
| News Alerts |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Daily Market Report
| Yes Securities | Upstox | |
|---|---|---|
| Daily Market Reports & News |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Suitable For Investor
| Yes Securities | Upstox | |
|---|---|---|
| Casual Investor | Yes |
|
| Active Investor |
|
|
| Trader |
|
|
| Call Back Open Account |
Yes Securities Vs Upstox - Pros & Cons
| Yes Securities | Upstox | |
|---|---|---|
| Pros | 1.It charges low brokerage. 2.Well-established brokerage firm 3.It provides education facility to its customers. 4.It avails its customers with refer and earn program. 5.Experienced team of professionals. 6. Market and historical data available. | 1.Brokerage free trading in Equity delivery segment. 2. For customers convenience, mobile trading app is available. 3. Both web and mobile has After Market Order (AMO), (CO) or (OCO) order. 4. Availability of stop loss in both web and mobile. 5. Availability of multiple indicators to monitor market. 6. Upstox bridge for Amibroker helps to code and execute the trading strategies. 7. Availability of 1000’s of Mutual funds where customer can choose Lumpsum or SIP pattern of investing. 8.Availability of Margin against shares. |
| Cons | 1.Limited physical branch presence. 2.The call and trade are present at an additional fee of ₹20 per executed order. 3.It does not have physical existence i.e. branches and relationship managers to deal with customers on advance level. 4.Platform complexity for beginners. | 1. Unavailability of unlimited monthly trading plans. 2.Extra charge of call and trade fee on per executed order. 3. In case, customer does not square off the Intra day square orders, extra charge of ₹20 is charged per executed order. 4. No provision for stock tips and recommendations. 5. Unavailability of 3 in 1 account. 6. Customer support is time constraint. 7.Unavailability of margin funding on delivery trades. |
| Call Back Open Account |
Yes Securities Vs Upstox - Background
| Yes Securities | Upstox | |
|---|---|---|
| Call Back Open Account |
Yes Securities Vs Upstox - Compare All Brokers
| Yes Securities | Upstox | |
|---|---|---|
| Call Back Open Account |
Yes Securities Vs Upstox - STT/CTT
| Yes Securities | Upstox | |
|---|---|---|
| Commodity Futures | 0.01% on sell side (Non-Agri) | 0.01% on sell trade (Non-Agri) |
| Currency Futures | No STT | No STT |
| Equity Intraday | 0.025% on the sell side | 0.025% only on sell |
| Equity Options | 0.05% on sell side (on Premium) | 0.05% only on sell |
| Currency Options | No STT | No STT |
| Equity Delivery | 0.1% on buy & sell | 0.1% on both buy & sell |
| Equity Futures | 0.01% on sell side | 0.01% only on sell |
| Commodity Options | 0.05% on sell side | 0.05% on sell trade |
| Call Back Open Account |
Yes Securities Vs Upstox - Demat transaction charges
| Yes Securities | Upstox | |
|---|---|---|
| Equity Demat Transaction Charges | ₹25 + GST per scrip only on sell | Equity (F&O, Intraday) No Charges | Equity Delivery- ₹18.5 + Gst per scrip per day only on sell |
| Call Back Open Account |
Yes Securities Vs Upstox - GST
| Yes Securities | Upstox | |
|---|---|---|
| Equity/Currencies/Commodities ( Delivery & FNO) | 18% on (Brokerage + Transaction Charge) | 18% (on brokerage + transaction charges) | Equity Delivery - 18% (on brokerage + transaction + demat charges) |
| Call Back Open Account |
Yes Securities Vs Upstox - SEBI Charges
| Yes Securities | Upstox | |
|---|---|---|
| Equity/Currencies/Commodities ( Delivery & FNO) | ₹10/Crore | ₹10/ Crore |
| Call Back Open Account |
Yes Securities Vs Upstox - Account Opening & AMC Charges
Yes Securities
Upstox
Trading Account Opening Charge
₹0 (Free)
₹0 (Free)
Demat Account Opening Charge
₹0 (Free)
₹0 (Free)
Demat Account AMC
₹300 per Year
₹0 (Free)
Trading Account AMC
N/A
₹0 (Free)
Yes Securities Vs Upstox
| Yes Securities | Upstox | |
|---|---|---|
Yes Securities Account Opening Process, Charges, and Document Details |
Upstox Review 2024 - Brokerage Charges, Account Opening, MarginUpstox (which was earlier known as RKSV securities) is a low-cost broking firm, whose main motive is to provide trading opportunities at unbeatable prices. Upstox is being backed by a group of investors like: Kalaari capital, Ratan Tata and GVK Davix. |
|
|
|
|
|
Upstox
Upstox is a low-cost broking firm, whose main motive is to provide trading opportunities at unbeatable prices. Upstox is being backed by a group of investors like: Kalaari capital, Ratan Tata and GVK Davix.
Upstox provides many more rich trading features like trading, analysis, charter and etc. It provides ease to place orders through phones and browsers. Upstox provides a completely Upstox Free trading account and free trading as well in Equity Delivery Segment. Upstox refer and earn review program is also available in which you can refer your friends to trading with Upstox.
Yes Securities Vs Upstox - Brokerage charges & Plans
| Yes Securities | Upstox | |
|---|---|---|
| Commodity Futures | Yes First- 0.03% per order | Yes Premia-0.04% per order | Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Currency Futures | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order or 0.05% (whichever is lower) |
| Equity Delivery | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.45% per order | ₹20/ Order or 2.5% (whichever is lower) |
| Equity Options | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order |
| Commodity Options | Yes First- ₹125 per lot| Yes Premia- ₹125 per lot| Invest Value Plan-₹125 per lot | ₹20/ Order |
| Equity Futures | Yes First- 0.03% per order| Yes Premia- 0.04% per order |Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Currency Options | Yes First- ₹75 per lot | Yes Premia- ₹75 per lot | Invest Value Plan-₹75 per lot | ₹20/ Order |
| Fixed Charges | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order |
| Equity Intraday | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% (whichever is lower) |
| Call Back Open Account |
Yes Securities Vs Upstox - Margin (Exposure)
| Yes Securities | Upstox | |
|---|---|---|
| Equity Options | 1x (100% of Normal margin (Span + Exposure)) | Option Sell: 1x | Option Buying: No Margin |
| Equity Intraday | 5x (Up to 20% of trade value) | 5x (Up to 20% of trade value) |
| Currency Options | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margins(SPAN + Exposure) |
| Commodity Options | 1x (100% of Normal margin (Span + Exposure)) | Option Sell: 1x | Option Buying: No Margin |
| Commodity Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Equity Delivery | 1x (100% of trade value) | 1x (no margin) |
| Currency Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Equity Futures | 1x (100% of Normal margin (Span + Exposure)) | 1x (100% of NRML margin (Span + Exposure) |
| Call Back Open Account |
Yes Securities Vs Upstox - Other Charges
| Yes Securities | Upstox | |
|---|---|---|
| RMS Square Off Charge | ₹20/ Order | (₹50 + GST) |
| API Charges | ₹0 (Free) | ₹0 (Free) |
| Call & Trade Charges | ₹0 (Free) | (₹50 + GST) |
| Other Brokerage Charges | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order or 0.05% ( Whichever is lower) |
| Minimum Brokerage | Yes First- 0.30% per order| Yes Premia- 0.40% per order| Invest Value Plan-0.05% per order | ₹20/ Order |
Yes Securities Vs Upstox - STT/CTT
| Yes Securities | Upstox | |
|---|---|---|
| Commodity Futures | 0.01% on sell side (Non-Agri) | 0.01% on sell trade (Non-Agri) |
| Currency Futures | No STT | No STT |
| Equity Intraday | 0.025% on the sell side | 0.025% only on sell |
| Equity Options | 0.05% on sell side (on Premium) | 0.05% only on sell |
| Currency Options | No STT | No STT |
| Equity Delivery | 0.1% on buy & sell | 0.1% on both buy & sell |
| Equity Futures | 0.01% on sell side | 0.01% only on sell |
| Commodity Options | 0.05% on sell side | 0.05% on sell trade |
Yes Securities Vs Upstox - Demat transaction charges
| Yes Securities | Upstox | |
|---|---|---|
| Equity Demat Transaction Charges | ₹25 + GST per scrip only on sell | Equity (F&O, Intraday) No Charges | Equity Delivery- ₹18.5 + Gst per scrip per day only on sell |
Yes Securities Vs Upstox - GST
| Yes Securities | Upstox | |
|---|---|---|
| Equity/Currencies/Commodities ( Delivery & FNO) | 18% on (Brokerage + Transaction Charge) | 18% (on brokerage + transaction charges) | Equity Delivery - 18% (on brokerage + transaction + demat charges) |
Yes Securities Vs Upstox - SEBI Charges
| Yes Securities | Upstox | |
|---|---|---|
| Equity/Currencies/Commodities ( Delivery & FNO) | ₹10/Crore | ₹10/ Crore |
Yes Securities Vs Upstox - Features
| Yes Securities | Upstox | |
|---|---|---|
| Online Portfolio |
|
|
| Algo Trading |
|
|
| Margin Trading Facility |
|
|
| Call & Trade Facility |
|
|
| Referral Program |
|
|
| Collateral Margin |
|
|
| Online Demo |
|
|
| 3 in 1 Account |
|
|
| Charting |
|
|
| Intraday Square-off Time | Equity & F&O:- 3:20pm | Currency: 4:30PM | Commodities: 11:20 PM | Equity Cash:- 3:15 PM (Co- 3:10 PM) | Equity Derivatives:- 3:20 PM (Co- 3:10 PM) | Currency Derivatives:- 4:30 PM(Co- 4:35 PM) Commodities:- 40 mins prior to when the market closes at 11:30 PM 30 mins prior to when the market closes at 11:55 PM |
| Trading Platform | 1. Yes Invest, 2. Yes Stock Trader | 1.Pro Web (Web-based trading platform) 2.Pro Mobile (mobile trading application) 3.Algo Lab (bridge for Amibroker) 4.Option Strategy Builder 5.Order Generator |
| SMS Alerts for Trades |
|
|
| Direct Mutual Fund |
|
|
| Call Back Open Account |