Upstox Margin Exposure Limit, Leverage for Intraday

and F&O
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October 28, 2018

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Rs 20 per trade for Intra-day and F&O. Open Instant
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Margin Policy Update

As per the SEBI circular dated November 19, 2019, starting from September 01,
2021, brokers cannot offer additional margin (i.e. 20x) in any segment including
intra-day at BSE, NSE and MCX. The margin is now decided by the exchange and remains
the same for all brokers. For all intraday product types i.e. MIS, BO, CO trades, the
leverage will be the same which is the VAR+ELM margin. Visit New margin requirements
in India Stock Market to know more.

Upstox is a SEBI registered online discount broker in India. It allows customers to trade
across Equity, Derivative, Commodity and currency segments. When it comes to advanced
trading platforms, Upstox has Pro Web, Mobile Nest Trader, Fox Trader and Dartstock.

Upstox offers various trading facilities to its customers to accentuate their trading
experience. Margin Trading Facility is one such key offering of the stock broker.

Upstox Leverage Exposure

Margin Trade Facility (MTF) allows Upstox customers to invest in stocks by paying a part
of the trading value. Upstox provides 50% leverage for stocks where you have to pay only
half the price of the stock. This allows traders to trade in higher-value with limited funds
and earn more profits.

Upstox provides intraday margins across equities, F&O, commodities, and currency
futures. The intraday margin is applicable for the same day trade and not for the next
days' executions. Positions for equities and F&O squares-off at 3:15 PM automatically.
Whereas, positions for currency futures square off at 4:45 PM. For commodities, the
positions square off 30 minutes before the commodity closing timing.

Upstox Exposure- Key Points

Collateral or margin against shares facility is available

Can tender securities in Demat form to get margins for delivery trades
No minimum margin requirement with Upstox
Margin money on derivative segment varies from clients to clients

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 Intraday cash position can avail 5 times margin for the intraday position
MTM breach level for cash margins is 50% to 80%
Does not provide margin limits on penny stocks (not in the list of illiquid securities
with the exchanges)

Upstox Margin Calculator

Upstox also offers Span Margin calculator to calculate each type of margins such as span,
exposure, net premium, ELM and VaR.

What is Exposure Multiplier?

Exposure multiplier is the term defining the number of times the exposure margin is
allowed in the cash segment. This exposure is made based on the availability of cash or
stocks in the brokers' account.

How does Collateral or margin against shares work?

This margin facility is for the customers who have shares in their Demat account for long-
term purposes. Here is an example of how it works:

Suppose a client has shares of 2 companies in the Demat account. He has 200 shares of
Sun Pharmaceuticals Ind Ltd and 90 shares of Reliance Capital Ltd. If he pledges for 100
shares of Sun Pharma (available at Rs 414) to take future positions. The total value of the
pledge request will be 100*414= Rs 41,400. Upstox will deduct 25% haircut which is Rs
10,350 from the total pledge value. The remaining balance which is Rs 31050 will be
available as a collateral margin.

Based on the collateral available, he can accordingly place his trades.

Note-

The collateral margin depends on the category of stocks, the trading segment
(equities or derivatives) and trade type (intraday or delivery).

Special Offer: Invest brokerage-free Equity Delivery and Direct Mutual Funds
(truly no brokerage). Pay flat Rs 20 per trade for Intra-day and F&O. Open Instant
Account online and start trading today.

Upstox Margin

Segment Trading Margin

Equity Delivery 1x (no margin)

Equity Intraday 5x

Equity Future 2x

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 Segment Trading Margin

Equity Option 2x

Currency Future 2x

Currency Option 2x

Commodity Future 2x

Commodity Option

Upstox Special Offer

Free Equity Delivery Trading & Mutual Funds

Pay Rs 0 Brokerage for Equity Delivery, Mutual Funds, and Digital Gold.
Pay flat Rs 20 for Intra-day and F&O Trades.
Trade with the best trading platform.

It is a limited-time offer. Open Instant Account online and start trading the same day.

Frequently Asked Questions

1. How much Margin does Upstox offers?

Upstox provides margin across Equities, Futures, Options, MCX and Currency
Futures. It offers 15 times margin for equity intraday and 20 times for cover order.
Equity F&O are available with 4 times margin. Currency Futures and Options are at
4 times exposure margin. Commodity Futures is available at 2.5 times margin.

All the margin is for the regular pack. For the priority pack, a different margin
multiplier is applicable.

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2. How can you avail Margin Trade Facility at Upstox against shares?
The Upstox margin trading facility is available only for Upstox Demat account
holders. If you have Demat account with Upstox, you can request for Margin against
shares over email at support@rksv.in before 3 PM. The margin confirmation for the
next trading session will be sent to the registered email address with Upstox.

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