Looking to get Started with Step-Up SIPs with Upstox? Here’s How

To get started, you can Step-Up your SIP while creating a new SIP or even update all your existing SIPs and add a Step-Up to them.

To update your existing SIPs follow these steps -

  1. In the Mutual Funds section, click on ‘Portfolio’ and look for the SIPs tab.

  2. Click on ‘Modify SIP’ or ‘Add’ next to step-up

  3. You have the option to add a step-up as per percentage or amount and frequency as every 3 months, 6 months or 1 year

  4. Just click on ‘Add step-up’ and it is done

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To start a new SIP with Step-Up follow these steps -

  1. Go to any fund and click on ‘SIP’

  2. Click on the ‘Add’ option next to step-up

  3. You have the option to add a step-up as per percentage or amount and frequency as every 3 months, 6 months or 1 year

  4. Your step-up will be scheduled once order is placed!

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Versions:

  1. For users on Android, ensure you’re using version 2.10.0 or higher for the best experience.

  2. iOS users should upgrade to version 2.10.1 or later to access the latest features and improvements.