F&O Margin Calculator - Calculate Span Margin Online for Free at Upstox (2024)

Upstox Securities Pvt. Ltd.: SEBI Registration No. INZ000315837 | NSE TM Code: 13942 | BSE TM Code: 6155 | CDSL Reg No.: IN-DP-761-2024 | CIN: U65100DL2021PTC376860 | Compliance Officer: Mr. Kapil Jaikalyani. Tel No.: (022) 24229920. Email ID: compliance@upstox.com | Registered Address: 809, New Delhi House, Barakhamba Road, Connaught Place, New Delhi - 110001 | RKSV Commodities India Pvt. Ltd.: SEBI Registration No.: INZ000015837 | MCX TM Code: 46510 | CIN: U74900DL2009PTC189166 | Compliance Officer: Mr. Amit Lalan. Tel No.: (022) 24229920. Email ID: compliance@rksv.in | Registered Address: 807, New Delhi House, Barakhamba Road, Connaught Place, New Delhi - 110001. Correspondence Address: 30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (West), Mumbai - 400013. | For any complaints, email at complaints@upstox.com and complaints.mcx@upstox.com.

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Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing.
*Brokerage will not exceed the SEBI prescribed limit

Risk disclosures on derivatives -

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

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These are not Exchange traded products, and the Member is just acting as distributor. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

Attention Investors: As per NSE circular dated July 6, 2022, BSE circular dated July 6, 2022, MCX circular dated July 11, 2022 investors are cautioned to abstain them from dealing in any schemes of unauthorised collective investments/portfolio management, indicative/ guaranteed/fixed returns / payments etc. Investors are further cautioned to avoid practices like:
a) Sharing i) trading credentials – login id & passwords including OTP’s., ii) trading strategies, iii) position details.
b) Trading in leveraged products /derivatives like Options without proper understanding, which could lead to losses.
c) Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks
d) Dealing in unsolicited tips through like Whatsapp, Telegram, Instagram, YouTube, Facebook, SMS, calls, etc.
e) Trading / Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers.

Kindly, read the Advisory Guidelines For Investors as prescribed by the Exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client’s assets : Advisory Guidelines For Investors

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F&O Margin Calculator - Calculate Span Margin Online for Free at Upstox (2024)

FAQs

How do you calculate span margin? ›

SPAN margins are calculated using risk arrays and modeled risk scenarios that are processed and analyzed by sophisticated algorithms. The main inputs to the models are strike prices, risk-free interest rates, changes in prices of the underlying securities, changes in volatility, and decreases in time to expiration.

How is F&O margin calculated? ›

How is margin required for F&O calculated?
  • For buying options: The premium amount + Any other delivery margin as charged before physical settlement.
  • For Shorting options and for Futures: Span + Exposure + Delivery margin charged during physical settlement + Any other additional margin as levied by the exchange / Groww.

Can I get 20x leverage in Upstox? ›

Open Instant Account and start trading today. 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.

Does Upstox provide margin for options trading? ›

Download Upstox to try Margin Trading Facility now

Activating MTF is a one-time, easy and quick process. Once activated, you can use it whenever you want by switching on/off the “Get up to 50% funds from us'' button.

What is the SPAN margin in F&O? ›

The SPAN Margin calculates the span margin and the exposure margin required by the exchanges based on volatility, underlying price movements amongst other factors. The Exposure Margin is usually levied as a percentage of the Value of the Contract in addition to the SPAN Margin.

What is SPAN in F&O? ›

Standard Portfolio Analysis of Risk (SPAN) is used by exchanges to calculate risk and margins for F&O portfolios. SPAN uses the price and volatility of the underlying security along with several other variables to determine the maximum possible loss for a portfolio and determines an appropriate margin.

Which broker gives margin for F&O? ›

Edelweiss gives the highest margin for cash, F&O, and CDS segments, especially with Elite Plan. In this plan, the margin varies from clients to clients depending upon various factors.

What are the margin charges for Upstox? ›

To avail this, you just need to activate Margin Trading Facility (MTF) on Upstox and trade away! To UP your trading potential! MTF allows you to trade and buy Stocks with just 50% of your funds! Charges for using MTF are ₹20/day for every ₹50,000 borrowed and brokerage of up to ₹20/order.

What is the 50 margin rule in F&O? ›

The rule of 50% cash margin will not be applicable to any Kotak Securities clients. The journey for placing orders in the F&O segment will be unaffected. The new rules implemented by the exchange do not affect any Kotak Securities client. The 50% cash has to be maintained by the broker and not the client.

Is Upstox owned by Tata? ›

Discount broking company Upstox, backed by Ratan Tata, has achieved breakeven in FY2022-23. The company is aiming for a 10-times jump in its customer base to 10 crore in the next 5-6 years, said its co-founder and CEO Rajiv Kumar. Apart from Ratan Tata, the company is also backed by investor giant Tiger Global.

Is Upstox better than Zerodha? ›

While Zerodha offers free equity delivery, Upstox charges a lower 2.5% or Rs 20, making Zerodha a better long-term investment option. For intraday trades, Upstox and Zerodha charge a maximum brokerage of Rs 20. However, there is a catch for small traders. Zerodha charges a lower 0.03% or Rs 20 than Upstox.

Is Upstox free for lifetime? ›

For the second year, the customer will be charged INR 300.” however elsewhere I see that that Upstox demat is actually a lifetime free demat account for those who opened accounts after Aug 2021.

Which broker gives highest margin? ›

SAS Online is among the high leverage brokers in India. It gives 20 times intraday margin while in commodity trading, it gives 5 times limit. The discount brokerage firm also offers low brokerage.

What is 5X leverage in Upstox? ›

5X if exchange margin <= 20% (i.e. 20% funds required in your a/c) 3X if exchange margin > 20% and <= 30% (i.e. 33% funds required in your a/c) 2X if exchange Margin > 30% and <= 50% (i.e. 50% funds required to be in your a/c) 1X if exchange Margin > 50% (i.e. 100% funds required in your a/c)

How do I check my Upstox margin? ›

To access and download your margin report, follow these steps :
  1. Login to the Upstox app using your 6-digit Pin or biometrics.
  2. Click on the 'Profile' tab under 'Account. ...
  3. Click on 'My account. ...
  4. Under 'Reports', select 'Miscellaneous reports. ...
  5. Click on Filters.
  6. Select the Report type , year, date and segment.

What is span margin with example? ›

As mentioned, the span margin is the minimum amount you must pay your stockbroker before writing a Futures and Options position. An indemnity is collected to cover a trade against any unexpected loss arising from adverse price movements. The span margin is also known as the VaR margin in the stock market.

How do you calculate total span? ›

How to calculate the total span of an object?
  1. A variable's total span is the number of lines of code between the first statement in which it's referenced until the last statement in which it's referenced. ...
  2. A variable's average span is the average number of lines of code between two consecutive references to the variable.
Oct 6, 2014

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