Revised Transaction Charges for smallcases on Upstox
smallcase is committed to making investing simple and accessible for everyone. Today, over 1.2+ crore Indians use smallcase to explore and invest in curated portfolios.
Here are the transaction charges applicable when investing in smallcases through Upstox.
Transaction Fees
Lumpsum Investment Fee: ₹100 per transaction, capped at 1.5% of the investment amount.
You will never pay more than ₹100, regardless of the amount invested. If 1.5% of your investment is lower than ₹100, the lower amount will be charged.
Examples:
- Invest ₹1,00,000 → Pay ₹100
- Invest ₹5,000 → Pay ₹75 (1.5%)
- Invest ₹1,000 → Pay ₹15 (1.5%)
Investment Reminder Charges
Upstox does not support SIP for smallcases anymore. What was previously called Manual SIP is now known as Investment Reminder.
When you invest in an existing smallcase through an Investment Reminder, a transaction fee of ₹100 or 1.5% of the investment amount, whichever is lower, will apply.
Examples:
- Invest ₹10,000 → 100 + GST or 1.5% of the investment amount, whichever is lower.
- Invest ₹5,000 → 1.5% of ₹5,000 is ₹75. Since ₹75 is lower than ₹100, the transaction fee is ₹75.
- Invest ₹1,000 → 1.5% of ₹1,000 is ₹15. Since ₹15 is lower than ₹100, the transaction fee is ₹15.
No Charges for
- Rebalancing
- Managing smallcases
- Partial or complete withdrawals
Frequently Asked Questions
1. When are transaction fees applicable?
Transaction fees apply when you make a lump sum investment in a new or existing smallcase, including first buy, Invest More and investments made through an Investment Reminder.
2. What has changed in pricing?
- Previous: A ₹100 transaction fee, capped at 2.5% of the investment amount, plus applicable GST.
- Now: A transaction fee of ₹100 or 1.5% of the investment amount, whichever is lower, plus applicable GST, applies to lump sum investments in new and existing smallcases.
- SIP is no longer supported on smallcase for Upstox. What was previously called Manual SIP is now known as Investment Reminder, and the same transaction fee applies when you invest through it.
3. Has pricing increased or decreased?
- For smaller investments, the revised 1.5% cap can reduce transaction fees.
- For example, a ₹5,000 investment now attracts a ₹75 fee instead of ₹100.
- SIP is no longer supported on Upstox. Investments through Investment Reminder follow the same revised fee structure.
Need Help?
For further fees and charges queries, contact: help@smallcase.com
*GST is applicable on all charges.
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