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Kotak Neo Brokerage Calculator

Kotak Neo breaks from flat-fee convention twice over: delivery brokerage runs at 0.20% per order rather than a capped rupee amount, and its depository charge scales too — 0.04% of sale value with a twenty-rupee floor. Both mean your cost grows with trade size where rivals plateau. Enter your turnover to see exactly what that percentage structure costs you, with the statutory stack itemised and the thirty-day promotional window honestly excluded.

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How to use this calculator

  1. Enter buy-side turnover for the delivery order.
  2. Add sell-side turnover; remember DP here is a percentage, so bigger exits pay more.
  3. Check the ₹20 minimum DP line if selling smaller positions.
  4. Note that first-30-days zero offers are excluded — figures model the standard ongoing schedule.
  5. Compare against capped-₹20 rivals at your size to see where percentages stop hurting.

The formula behind it

Delivery brokerage equals 0.2% of each order's value under the standard Trade Free Plan, uncapped — so doubling position size doubles brokerage, unlike capped-twenty competitors. The depository charge mirrors that philosophy on exit: 0.04% of the sale value subject to a twenty-rupee floor, once per scrip per day. Around both sits the statutory stack identical to every broker — STT at 0.1% per leg rounding up to the paisa, NSE transaction fees of ₹2.97 per lakh plus IPFT's paisa-per-lakh, SEBI's ten-per-crore, stamp duty at 0.015% on buys only, and eighteen percent GST applied to brokerage plus exchange plus SEBI amounts.

Worked example

An investor rotates ₹4,00,000 out of a large-cap laggard into a healthcare name the same week — one sell of ₹4,00,000, one buy of ₹4,00,000 — and wants the true cost of what is effectively a swap under Kotak Neo's ongoing schedule.

Inputs used in this worked example
Sell turnover₹4,00,000
Buy turnover₹4,00,000

Step by step

  1. Brokerage: 0.20% × ₹4,00,000 = ₹800 per leg → ₹1,600 round trip
  2. DP: 0.04% × ₹4,00,000 = ₹160 (well past the ₹20 floor)
  3. Statutory: STT ₹400 + ₹400; txn ≈ ₹11.88 × 2; SEBI ≈ ₹0.40 × 2; stamp ₹60
  4. GST: 18% of (₹800 + ₹11.88 + ₹0.40) ≈ ₹146.21 on sell leg alone

The swap carries roughly ₹1,975 in total charges — dominated by the two percentage lines. A capped-at-twenty rival would price identical brokerage at forty rupees; the difference is the entire story of this comparison.

Frequently asked questions

Is delivery really free for my first month?

New accounts see zero brokerage across segments for thirty days under current promotions. This calculator models the ongoing schedule after such windows close, because planning around introductory rates produces expensive surprises in week five.

Why does the DP charge grow with my sale value?

Trade Free digital plans compute it as 0.04% of assets sold with only a lower bound. It is the inverse of usual discount-broker practice, and it makes large single-day exits proportionally dearer than batched or partial ones.

Do other Kotak Neo plans change these numbers?

Yes — alternate plans exist at different delivery rates and subscription fees, and age-specific variants alter intraday terms. Confirm which plan your account actually sits on before treating any single schedule as yours.

At what order size does 0.20% exceed a ₹20-capped rival?

Immediately past ten thousand rupees per order — below that the percentage costs less than twenty rupees, above it more. The crossover is why this calculator matters more than brochures for households trading mixed sizes.

Percentage pricing and the psychology of scale

Capped structures reward conviction; percentage structures tax it. Under Kotak Neo's schedule, splitting a ₹8,00,000 exit into four tranches saves nothing — each tranche pays its own 0.20% — whereas capping rivals would reward batching handsomely. Conversely, small exploratory positions under ten thousand rupees cost less here than at flat-twenty platforms, making the schedule genuinely friendlier to tentative starts than its percentage label suggests.

Investors holding bank-linked relationships often arrive through bundled offerings and stay without repricing their behaviour against alternatives. The useful exercise is unemotional: take last year's actual delivery turnover, run it through both schedules, and let the rupee delta decide whether loyalty or arithmetic should govern next year. Where swaps like the example above recur quarterly, the annual delta reaches real money even when monthly impressions feel trivial.

Promotional windows and the discipline of modelling steady-state

Thirty days of free brokerage is a genuine gift to anyone executing a planned migration — consolidating holdings onto a new platform cheaply within the window. But migration math differs from membership math: the schedule that applies for years afterwards determines whether the account serves your habits well. Modelling steady-state from day one, as this page does, prevents the common pattern of optimising entry, then discovering exit economics only when leaving.

A practical protocol: note the promotion's end date alongside your opening trades, then re-run this calculator with post-window settings for the trades you expect in an ordinary quarter. If those numbers still beat your incumbent's, the account choice is sound regardless of the welcome mat; if they do not, you have learned something important about the platform's fit before inertia sets in.

Data sources & verification dates

stockcalculator.in Research DeskEditorial team; verifies every figure against official sources before publishing

Reviewed by stockcalculator.in Research DeskSchedule cross-checked against kotakneo.com plan pages

Last updated . Figures are re-verified against official sources on every revision — see our methodology.

Disclaimer

Brokerage schedules, statutory levies, and DP charges are set by each broker and the exchanges, and they are revised without notice. Figures shown are estimates for education and planning only. We are not SEBI-registered investment advisers and nothing on this site is investment advice. Always cross-check the broker's latest pricing page before relying on a cost estimate here.