Upstox

Upstox Mutual Fund API

The Mutual Fund API from Upstox — 4 operation(s) for mutual fund.

GitHub OpenAPI

Operations 4

GET /v2/mf/sips Get mutual fund SIPs #
GET /v2/mf/orders Get mutual fund orders #
GET /v2/mf/orders/{order_id} Get mutual fund order by id #
GET /v2/mf/holdings Get mutual fund holdings #

Documentation

📖
Documentation
https://upstox.com/developer/api-documentation/open-api
📖
APIReference
https://upstox.com/developer/api-documentation/api-overview
📖
GettingStarted
https://upstox.com/developer/api-documentation/installing-sdk
📖
Authentication
https://upstox.com/developer/api-documentation/authentication

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/upstox/refs/heads/main/openapi/upstox-mutual-fund-api-openapi.yml

Other Resources

🔗
Postman
https://gist.github.com/Rahulzz/a0da2ad28a7dcc81e887f24cfdbc80a8
🔗
Webhooks
https://upstox.com/developer/api-documentation/webhook

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OpenAPI Specification

upstox-mutual-fund-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: OpenAPI definition Mutual Fund API
  version: v0
servers:
- url: https://api-v2.upstox.com
tags:
- name: Mutual Fund
paths:
  /v2/mf/sips:
    get:
      tags:
      - Mutual Fund
      summary: Get mutual fund SIPs
      description: Returns active and paused SIP orders for the authenticated user.
      operationId: getMutualFundSips
      parameters:
      - name: page_number
        in: query
        description: Page number for pagination.
        required: false
        schema:
          type: integer
          format: int32
          default: 1
        example: 1
      - name: records
        in: query
        description: no of records in a single page
        required: false
        schema:
          type: integer
          format: int32
          default: 10
        example: 20
      responses:
        '405':
          description: Method Not Allowed
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '400':
          description: Business error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '423':
          description: Locked
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '429':
          description: Too Many Requests
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '200':
          description: Successful
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMutualFundSipsResponse'
      security:
      - OAUTH2: []
  /v2/mf/orders:
    get:
      tags:
      - Mutual Fund
      summary: Get mutual fund orders
      description: Returns mutual fund orders from the last 7 days for the authenticated user.
      operationId: getMutualFundOrders
      parameters:
      - name: status
        in: query
        description: Mutual fund order status
        required: false
        schema:
          type: string
          default: ALL
          pattern: ^(ALL|ARCHIVED|NEW|PENDING|OPEN|INPROCESS|COMPLETED|PLACED|REJECTED|CREATED|PAYMENT_PENDING|FAILED|CANCELLED|VERIFIED)$
        example: PENDING
      - name: transaction_type
        in: query
        description: Mutual fund order transaction type
        required: false
        schema:
          type: string
          default: ALL
        example: BUY
      - name: page_number
        in: query
        description: Page number for pagination.
        required: false
        schema:
          type: integer
          format: int32
          default: 1
        example: 1
      - name: records
        in: query
        description: no of records in a single page
        required: false
        schema:
          type: integer
          format: int32
          default: 10
        example: 20
      responses:
        '405':
          description: Method Not Allowed
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '400':
          description: Business error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '423':
          description: Locked
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '429':
          description: Too Many Requests
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '200':
          description: Successful
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMutualFundOrdersResponse'
      security:
      - OAUTH2: []
  /v2/mf/orders/{order_id}:
    get:
      tags:
      - Mutual Fund
      summary: Get mutual fund order by id
      description: Returns a single mutual fund order by order id.
      operationId: getMutualFundOrder
      parameters:
      - name: order_id
        in: path
        description: Mutual fund order id
        required: true
        schema:
          type: string
          pattern: ^[-a-zA-Z0-9]+
      responses:
        '405':
          description: Method Not Allowed
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '400':
          description: Business error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '423':
          description: Locked
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '429':
          description: Too Many Requests
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '200':
          description: Successful
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMutualFundOrderDetailsResponse'
      security:
      - OAUTH2: []
  /v2/mf/holdings:
    get:
      tags:
      - Mutual Fund
      summary: Get mutual fund holdings
      description: Returns mutual fund holdings for the authenticated user.
      operationId: getMutualFundHoldings
      responses:
        '405':
          description: Method Not Allowed
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '400':
          description: Business error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '423':
          description: Locked
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '429':
          description: Too Many Requests
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ApiGatewayErrorResponse'
        '200':
          description: Successful
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMutualFundHoldingsResponse'
      security:
      - OAUTH2: []
components:
  schemas:
    GetMutualFundSipsResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          type: array
          description: Open SIP orders (active and paused).
          items:
            $ref: '#/components/schemas/MutualFundSipData'
        meta_data:
          $ref: '#/components/schemas/MutualFundMetaData'
          description: Meta data for mutual fund sips
    Pagination:
      type: object
      properties:
        page_number:
          type: integer
          format: int32
        total_pages:
          type: integer
          format: int32
        records:
          type: integer
          format: int32
        total_records:
          type: integer
          format: int32
    MutualFundMetaData:
      type: object
      properties:
        page:
          $ref: '#/components/schemas/Pagination'
    MutualFundOrderData:
      type: object
      properties:
        status:
          type: string
          description: Current status of the order.
        folio:
          type: string
          description: Folio number, when allotted.
        fund:
          type: string
          description: Display name of the fund.
        amount:
          type: number
          format: double
          description: Order amount.
        variety:
          type: string
          description: Order variety or channel-specific classification, if available.
        quantity:
          type: number
          format: double
          description: Units allotted or sold.
        price:
          type: number
          format: double
          description: Price or NAV used for the transaction, when available.
        order_id:
          type: string
          description: Unique order identifier.
        exchange_order_id:
          type: string
          description: Exchange-generated order id, if available.
        instrument_key:
          type: string
          description: ISIN of the fund, when available.
        status_message:
          type: string
          description: Human-readable status or rejection reason.
        order_timestamp:
          type: string
          description: Timestamp when the order was registered.
        exchange_timestamp:
          type: string
          description: Exchange date for the order, if available.
        settlement_id:
          type: string
          description: Exchange settlement id, if available.
        transaction_type:
          type: string
          description: BUY or SELL.
        purchase_type:
          type: string
          description: FRESH or ADDITIONAL for buys, when available.
        last_price:
          type: number
          format: double
          description: Last known NAV.
        average_price:
          type: number
          format: double
          description: Allotted or sold NAV.
        last_price_date:
          type: string
          description: Date for which last NAV is available.
    MutualFundSipData:
      type: object
      properties:
        fund:
          type: string
          description: Display name of the fund.
        status:
          type: string
          description: ACTIVE, PAUSED, or CANCELLED.
        created:
          type: string
          description: Timestamp when the SIP was registered.
        frequency:
          type: string
          description: Frequency (e.g. monthly, weekly).
        instalments:
          type: integer
          format: int64
          description: Total number of instalments when applicable; -1 if open-ended.
        sip_id:
          type: string
          description: Unique SIP identifier.
        sip_reg_number:
          type: string
          description: SIP registration number when available.
        instrument_key:
          type: string
          description: ISIN of the fund, when available.
        dividend_type:
          type: string
          description: Dividend option when available (e.g. growth, idcw).
        transaction_type:
          type: string
          description: BUY or SELL.
        next_instalment:
          type: string
          description: Next instalment date.
        instalment_amount:
          type: number
          format: double
          description: Amount per instalment.
        last_instalment:
          type: string
          description: Last triggered instalment timestamp.
        pending_instalments:
          type: integer
          format: int64
          description: Pending instalments when applicable.
        instalment_day:
          type: integer
          format: int64
          description: Day of month for monthly SIPs when applicable.
        completed_instalments:
          type: integer
          format: int64
          description: Completed instalment count when available.
        trigger_price:
          type: number
          format: double
          description: Trigger price when applicable.
        sip_type:
          type: string
          description: SIP channel/type (e.g. sip, amc_sip).
    ApiGatewayErrorResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Problem'
    MutualFundHoldingData:
      type: object
      properties:
        folio:
          type: string
          description: Folio number when available.
        fund:
          type: string
          description: Fund display name when available.
        pnl:
          type: number
          format: double
          description: Unrealized P/L.
        quantity:
          type: number
          format: double
          description: Units held.
        instrument_key:
          type: string
          description: ISIN of the fund, when available.
        average_price:
          type: number
          format: double
          description: Average cost per unit.
        last_price:
          type: number
          format: double
          description: Last available NAV.
        last_price_date:
          type: string
          description: Date for which last NAV is available.
        pledged_quantity:
          type: number
          format: double
          description: Units pledged as collateral when applicable.
    GetMutualFundHoldingsResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          type: array
          description: Mutual fund holdings.
          items:
            $ref: '#/components/schemas/MutualFundHoldingData'
    Problem:
      type: object
      properties:
        errorCode:
          type: string
          deprecated: true
          description: Unique code for the error state
        message:
          type: string
          description: Verbose message for the error state
        propertyPath:
          type: string
          deprecated: true
          description: Path to property failing validation
        invalidValue:
          deprecated: true
          description: Invalid value for the property failing validation
        error_code:
          type: string
        property_path:
          type: string
        invalid_value: {}
    GetMutualFundOrderDetailsResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          $ref: '#/components/schemas/MutualFundOrderData'
          description: Mutual fund order details.
    GetMutualFundOrdersResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          type: array
          description: Mutual fund orders in the requested window.
          items:
            $ref: '#/components/schemas/MutualFundOrderData'
        meta_data:
          $ref: '#/components/schemas/MutualFundMetaData'
          description: Meta data for mutual fund orders
  securitySchemes:
    OAUTH2:
      type: oauth2
      scheme: BEARER
      flows:
        authorizationCode:
          authorizationUrl: https://api-v2.upstox.com/v2/login/authorization/dialog
          tokenUrl: https://api-v2.upstox.com/v2/login/authorization/token
          scopes:
            read: Read access
            write: Write access