Upstox

Upstox Mutual Fund API

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

GitHub OpenAPI

Operations 4

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /v2/mf/sips List my mutual fund SIPs · Get mutual fund SIPs #
Ask an LLM
“Which SIPs do I have running or paused?”
“What systematic investment plans are set up on my account?”
Tell an agent
List my active and paused SIPs.
Show page {page_number} of my SIPs with {records} per page.
GET /v2/mf/orders List recent mutual fund orders · Get mutual fund orders #
Ask an LLM
“What mutual fund orders did I place in the last week?”
“Can I filter my recent fund orders to redemptions only?”
Tell an agent
List my mutual fund orders from the last 7 days.
Show my {transaction_type} fund orders with status {status}.
GET /v2/mf/orders/{order_id} Get a mutual fund order · Get mutual fund order by id #
Ask an LLM
“What happened to a specific mutual fund order I placed?”
“Has my fund purchase been allotted units yet?”
Tell an agent
Get mutual fund order {order_id}.
Check the status of fund order {order_id}.
GET /v2/mf/holdings List my mutual fund holdings · Get mutual fund holdings #
Ask an LLM
“Which mutual funds do I currently hold and how many units?”
“What is my mutual fund portfolio worth?”
Tell an agent
Show my mutual fund holdings.
List the funds and units in my MF portfolio.

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:
    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: {}
    MutualFundMetaData:
      type: object
      properties:
        page:
          $ref: '#/components/schemas/Pagination'
    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
    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.
    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).
    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
    ApiGatewayErrorResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Problem'
    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
    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.
    GetMutualFundHoldingsResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          type: array
          description: Mutual fund holdings.
          items:
            $ref: '#/components/schemas/MutualFundHoldingData'
    GetMutualFundOrderDetailsResponse:
      type: object
      properties:
        status:
          type: string
          enum:
          - success
          - error
          - partial_success
        data:
          $ref: '#/components/schemas/MutualFundOrderData'
          description: Mutual fund order details.
  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
x-provenance:
  method: harvested
  publisher: Upstox
  source: https://api-v2.upstox.com/api-docs
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)