Upstox Stocks IPO Mutual Funds

Upstox Stocks IPO Mutual Funds is an investment and trading platform built for Indians who want to grow wealth through stocks, mutual funds, IPOs, fixed income, and commodities. The app serves both active traders seeking advanced tools and long-term investors building portfolios—all with zero demat AMC and commission-free mutual fund investing.

For traders, the platform delivers institutional-grade analysis. Access SEBI-registered advisory services, preset option strategies, and technical tools including TradingView charts, Greeks analysis, and deep OI insights for NIFTY50 and BANK NIFTY. Use strategy templates to identify market trends via futures heatmaps, monitor FII/DII flows alongside global indices, and execute trades with order slicing, basket orders up to 20 legs, and trailing stop-loss automation. Leverage up to 5X for intraday equity trades or 4X for delivery positions against securities collateral.

For investors, curated stock lists, IPO analysis with subscription data, and a 6-point stock checklist make entry straightforward. Build wealth through 365-day limit orders, stock SIPs, and mutual fund investments—direct plans save up to 2% in costs. Explore sovereign gold bonds earning 2.5% interest plus spot gold returns, or fixed income yielding up to 9.4% per annum. Insurance recommendations are tailored to your lifestyle and expenses using claim ratios and solvency metrics. Goal-based investing guides help you navigate tax planning and insurance needs in simple language.

The platform charges ₹0 commission on mutual funds, IPOs, and gold bonds, with equity and derivatives orders capped at ₹20 each. Monthly and annual maintenance charges are waived for the first year on new accounts. Trade directly from option chains and charts for faster execution, set GTT (Good-Till-Triggered) orders valid until expiry, and use DDPI to sell holdings without TPIN friction.

Backed by major institutional investors and trusted by over 1.3 crore Indian users, Upstox Stocks IPO Mutual Funds combines professional-grade trading infrastructure with investor-friendly learning resources. Whether managing derivatives positions or building a diversified long-term portfolio, the app scales with your experience and market goals.