Upstox Review 2026

Trade at ₹20/order

4.5/5
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About Upstox — Complete Overview

Upstox, a prominent name in the Indian discount broking space, was founded in 2009 by Raghuveer Singh Meena, Kavitha Subramanian, and Shrinidhi Gowda. It has since grown to become a powerhouse, serving over 1 crore (10 million) users. What truly sets Upstox apart is its commitment to making investing accessible and affordable, particularly for the younger generation and new investors. They've achieved this through a blend of intuitive technology and a cost-effective pricing model, making it a strong contender for anyone looking to enter the stock market.

When it comes to trading platforms, Upstox offers a robust suite powered by cutting-edge technology. Their mobile app is a particular highlight, designed for ease of use and speed, allowing users to trade on the go. The web platform is equally well-equipped, catering to those who prefer desktop trading. Key features include real-time market data, advanced charting tools, and a streamlined order placement process. For IPO investors, the integrated IPO application feature, along with UPI mandate and ASBA support, simplifies the entire subscription process significantly.

For IPO investors specifically, Upstox presents a compelling proposition. The fact that they offer ₹0 account opening and ₹0 annual maintenance charges is a huge draw, especially for those just starting out or looking to apply in multiple IPOs without incurring significant overhead. Moreover, their IPO charges are also ₹0, meaning you only pay what the exchange or registrar might charge, if anything. This cost-effectiveness, combined with a user-friendly platform that supports UPI mandates directly within the app, makes applying for IPOs a breeze. It's this focus on removing barriers to entry that makes Upstox a go-to choice for many aspiring IPO investors.

Upstox Charges & Fees 2026

Account OpeningFree
Annual MaintenanceFree
Equity Delivery₹20 per order or 0.05%
Intraday Trading₹20 per order or 0.05%
IPO ApplicationFree
Futures₹20 per order
Options₹20 per order

Key Features

✅ IPO Application
✅ UPI Mandate
✅ ASBA Support
✅ Mobile App

How to Apply for IPO Using Upstox

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Step 1: Open Upstox App — Download the Upstox trading app from your app store or log in to the Upstox web platform. It's a straightforward process to get started whether you're on your phone or computer.
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Step 2: Navigate to IPO Section — Once logged in, you'll find the IPO section easily accessible. Typically, it's located under the 'Invest' menu or as a dedicated 'IPO' tab on the dashboard.
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Step 3: Select the IPO — Browse through the list of currently open IPOs and tap or click on the one you're interested in applying for.
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Step 4: Enter Bid Details — Here, you'll specify your bid. This includes the number of lots you wish to apply for, your chosen price within the price band, and your investor category (usually Retail Individual Investor - RII).
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Step 5: Approve UPI Mandate — After submitting your bid, Upstox will send a mandate request to your linked UPI app (like Google Pay, PhonePe, or Paytm). You'll need to approve this request within the specified time. Your funds will be blocked in your bank account, not debited, until allotment.
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Step 6: Check Allotment Status — Once the IPO closes and the allotment process is complete, you can check your allotment status. You'll often receive a notification from Upstox, and you can also verify it on the registrar's website.

Pros

  • Free account opening and zero AMC
  • Pro trading platform with TradingView charts
  • Free IPO application via UPI
  • Backed by Ratan Tata and Tiger Global
  • Fast order execution

Cons

  • Brokerage on equity delivery (not free like Zerodha)
  • App can lag during market opening hours
  • Limited research and advisory
  • Customer support needs improvement

Who Should Use Upstox?

Upstox is an excellent choice for a wide spectrum of investors, particularly beginners and those who are IPO-focused. Its ₹0 account opening and AMC fees, coupled with a user-friendly interface and a streamlined IPO application process, make it incredibly accessible. Active traders will also appreciate the flat brokerage of ₹20 per order across segments, which can be very cost-effective for high-frequency trading.

However, if you're an extremely high-volume trader who requires institutional-grade tools or a very niche trading platform, Upstox might not be your first pick. While its platforms are robust, some advanced traders might seek more specialized charting or backtesting capabilities. Also, for investors who are not actively trading and prefer a hands-off approach with minimal interaction, the discount brokerage model might feel less personalized than a full-service broker.

Upstox vs Competitors

Feature Upstox Groww Zerodha
Equity Brokerage ₹20 per order or 0.05% ₹20 per order ₹20 per order or 0.03%
IPO Charges ₹0 ₹0 ₹0
Account Opening ₹0 ₹0 ₹200
Annual Charges ₹0 ₹0 ₹300
UPI Mandate ✅ Yes ✅ Yes ✅ Yes
Rating 4.5/5 4.4/5 4.6/5

When compared to other popular brokers for IPO investing, Upstox stands out with its ₹0 account opening and AMC, a significant advantage over some competitors who might charge a nominal fee. Its integrated IPO application process and seamless UPI mandate support are on par with leading platforms like Groww and Zerodha, making the subscription process smooth.

The brokerage structure of ₹20 per order for equity, intraday, and F&O is competitive. While Zerodha also offers a similar flat fee, Upstox's zero AMC and account opening fees give it an edge for new investors or those applying in multiple IPOs. Angel One also offers competitive pricing, but Upstox's overall platform user experience and feature set for IPOs are generally well-regarded.

Final Verdict

Upstox emerges as a highly attractive broker for IPO investors, primarily due to its compelling pricing structure: ₹0 account opening, ₹0 AMC, and ₹0 IPO charges. The platform's user-friendliness, particularly its straightforward IPO application process and seamless UPI mandate integration, removes significant hurdles for subscribers. Its robust mobile app ensures you can apply for IPOs anytime, anywhere. While active traders might find minor differences in advanced features compared to some competitors, for the average investor looking to participate in the IPO market without breaking the bank, Upstox is an outstanding choice. Ultimately, the best broker depends on your individual trading needs and preferences.

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Frequently Asked Questions — Upstox

Is Upstox good for IPO application?

Absolutely! Upstox makes applying for IPOs incredibly simple. They offer ₹0 IPO charges, which is a fantastic benefit. The platform seamlessly integrates UPI mandates, meaning you can approve your application directly from your UPI app, and your funds are blocked, not debited. This user-friendly approach, combined with their ₹0 account opening and AMC, makes it a top choice for IPO investors.

What are Upstox brokerage charges in 2026?

In 2026, Upstox continues its commitment to affordability. Account opening is ₹0, and Annual Maintenance Charges (AMC) are also ₹0. For equity delivery and intraday trades, brokerage is ₹20 per order or 0.05%, whichever is lower. Futures and Options trades also incur a flat brokerage of ₹20 per order.

Is Upstox safe and SEBI registered?

Yes, Upstox is a completely safe and SEBI-registered stockbroker. It operates under strict regulatory guidelines set by the Securities and Exchange Board of India (SEBI). Your investments are held in your demat account, which is linked to your bank account, and all transactions are conducted through regulated exchanges, ensuring a secure trading environment.

How to open a Upstox demat account?

Opening a Upstox demat account is a quick and completely online process. You'll primarily need your PAN card, Aadhaar card for KYC verification, and your bank account details. The entire process typically takes less than 15 minutes, and the account opening itself is free of charge.

Upstox vs Zerodha — which is better for IPO?

For IPO applications, both Upstox and Zerodha are excellent. Upstox shines with its ₹0 account opening and AMC, making it more cost-effective for new investors or those who only trade in IPOs. Zerodha, while charging a nominal account opening fee and AMC, offers slightly lower equity brokerage at 0.03% for higher volumes. Both provide a smooth IPO application experience with UPI mandate support. Upstox's zero AMC might give it a slight edge for the budget-conscious IPO investor.

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