Margin Pledge: List of cash equivalent and collateral equivalent entities

Trading
1

Hello Upstox,

I’m having difficulty finding a list that includes script names, haircuts, and specifies whether it’s collateral margin or cash equivalent margin. Could you please provide this information or direct me to a page where it’s available? Thank you.

2

Hey @Madhur ,

we’re here to assist you. To know about the haircut percentage and list of shares eligible for pledging, login to the app, click on ‘Account’, Go to ‘Profile’ > Click on ‘My account’ > Go to ‘Actions tab’ > Click on ‘Margin Pledge’ > Click on ‘List of eligible scrips’. These lists are updated regularly. Learn more about Margin Pledge here: uptx.to/marpleg & find FAQs at uptx.to/pledun. Hope this helps. Feel free to reach out to us if you have any other queries.

3

Okay this helps. I have pledged both kind of scripts, cash equivalent as well as collateral margin ones. Can you please tell me where can I see the split of total margin received into cash equivalent margin and collateral equivalent margin

4

I am looking at the list but it does not include many popular ETFs like niftybees etc. Also the cash equivalent categorization is as good as other brokers like zerodha. Eg. goldbees is generally a cash equivalent but sheet says otherwise. Please clarify.

5

Upstox is general good only for option buyers, their most policies including pledge list is very bad for sellers. They used to refuse 50 percent non cash and 50 percent cash eq, up until very recently. They want you to keep cash in your account which they can reuse free of cost and charge their customers for MTF.

6

Hi @pseud_vg,

Whether a scrip is marked as cash equivalent or not is depended on the specification given by exchange. Upstox follows the list provided by exchange for marking any scrips as cash equivalent or not.

Also, NIFTYBEES are available for pledging on Upstox as mentioned in the list under the name NIFTY BMARK EXCH. TRD FND
You can download the list from here - Upstox Accounts

Currently, we are offering 1300+ scrips including Stocks, ETFs, SGBs and Mutual Funds. This will soon be expanded.

7

Hi @Ankit_Agarwal,

Margin pledge is applicable for a large cohort of folks including both F&O Sellers as well as buyers and also now Equity Intraday traders.

Some of the features of margin pledge are as follow

  1. Get margins super fast within 15 mins
  2. Margin can now be used for Option Buying also apart from Option Selling
  3. Collateral margin can be used for Equity Intraday trades as well
  4. Mutual funds can also be pledged now. Whole lot more MFs will be added in the eligible list of pledging super soon.

Currently, we are offering 1300+ scrips including Stocks, ETFs, SGBs and Mutual Funds. This will soon be expanded.

Hope this helps.

8

When is the other large, mid &small cap mutual funds are added

9

Hi @Vineeth_vk,

Welcome to the Upstox Community!

We’re in the process of adding a few more mutual funds to our platform. As soon as they’re available, you’ll find them on the margin pledge portal here: Upstox Accounts. Stay tuned for updates.

Let us know if you have any other questions, thanks.

10

Can I pledge
Motilal Oswal midcap direct growth
Nippon India small cap direct growth &
Quant small cap direct growth

11

Can I get sensibull free anytime?

12

Hi @Vineeth_vk,

Please find below the current list of funds that are eligible for pledging. More funds will be added in the future basis risk policies.

allowed-scrips (3).csv (664.9 KB)

As for Sensibull, we do not have this in the roadmap at the moment. But we have duly noted your feedback. Thanks.