How to pledge mutual fund investments to get collateral margins on FYERS

How to pledge mutual fund investments to get collateral margins on FYERS?

FYERS allows you to pledge eligible mutual fund or equity holdings to generate collateral margin, which can be used for trading in derivatives, currency, or commodity segments—without selling your investments.

Steps to pledge holdings on FYERS

  1. Log in to FYERS (Web or Mobile).
  2. Navigate to Portfolio > Holdings > Pledge tab.
  3. Under the 'Pledgeable' tab, you'll see a list of eligible securities with:
    • Collateral benefit %
    • Quantity held and available to pledge
    • Estimated collateral value
  4. Select the fund(s) or stock(s) you want to pledge by adjusting the 'Qty to pledge'.
  5. Click 'Pledge Holdings' and confirm the pledge request.

Once processed, the collateral value (after haircut) will reflect in your trading account.

What if...

ScenarioExplanation
You don’t see a fund listedOnly eligible ISINs are displayed under Pledgeable tab.
You pledged but see no marginProcessing may take time or margin benefit may vary due to haircut.
You want to unpledgeGo to the 'Pledged' tab and click 'Unpledge'.
Fund NAV dropsThe available margin may reduce based on updated collateral value.
Always check the 'Coll. benefit' column to estimate your usable margin before pledging.

Last updated: 13 Jun 2025