Zerodha, INDmoney flag UPI MDR costs; Kamath seeks ₹5-10 cap

Zerodha and INDmoney say the proposed 0.02% UPI MDR on capital-market transfers could raise costs even when deposits do not result in trades. Zerodha’s Nithin Kamath has proposed a ₹5-10 cap, while PhonePe sees revenue potential from eligible transactions.

— Source publishedWed, 16 Sept, 2026, 13:41 IST·First seen Wed, 16 Sept, 2026, 13:48 IST·Source Inc42

What happened

Zerodha and INDmoney warn that new UPI MDR on capital-market fund transfers could impose major costs even when deposits do not lead to trades. Zerodha seeks a

Key facts

  • UPI MDR for capital-market transactions: 0.02%, capped at ₹300
  • Standard merchant UPI MDR above ₹2,000: 0.4%, capped at ₹300
  • Kamath proposed broking MDR cap of ₹5-10
  • INDmoney illustration: ₹200 crore daily UPI inflows could incur ₹4 lakh daily MDR
  • PhonePe says about 96% of merchant transactions remain outside MDR scope

What changed

Zerodha and INDmoney warn that new UPI MDR on capital-market fund transfers could impose major costs even when deposits do not lead to trades. Zerodha seeks a ₹5-10 cap, while PhonePe expects payments-business revenue from eligible MDR transactions.

Why this matters

Prepare to absorb, pass through, or reroute the new 0.02% UPI MDR on capital-market deposits, as even non-trading transfers could raise customer friction and operating costs unless a ₹5-10 cap is adopted.

What to watch

  • NPCI, RBI, or government clarification on transaction eligibility, exemptions, and implementation mechanics before October 15.
  • Whether the proposed ₹5-10 cap gains support from broker associations, fintech platforms, or regulators.
  • Broker announcements of pass-through fees, minimum deposit values, or discontinued UPI funding for select account types.
  • Changes in UPI deposit conversion, average deposit size, repeat funding frequency, and abandonment rates after implementation.
  • PhonePe, Google Pay, Paytm, or bank UPI apps launching broker-focused payment products or pricing arrangements.

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