One-Step Evaluation Rules

One-Step Rules (Summary)

For experienced traders — a faster path to funding.

Profit Target

10%

Max Drawdown

5%

Daily Drawdown

2%

Minimum Trading Days

5

Time Limit to Achieve Target

No Time Limit

Trading Style

Intraday & Swing trading are allowed.

Overnight holding of positions is permitted.

News trading is not allowed (alerts will be sent).

Consistency Rule

20% Rule:

No single day’s profit can exceed 20% of the total profits made.

(Example: For a total profit of ₹10,000, the maximum profit in a single day cannot exceed ₹2,000).

Markets Allowed

  • Indian Markets: NSE/BSE F&O, Indices, Equity
  • Global Markets: US30, NASDAQ, S&P500, DAX, FTSE
  • Forex: Major & Minor Pairs
  • Commodities: Gold, Silver, Crude Oil
  • Crypto: BTC, ETH, LTC, etc.

Detailed Breakdown & Live Account Rules

Stocks & F&O · Indian Markets (NSE/BSE) · SEBI-regulated exchange leverage

₹1 Lakh₹2 Lakh₹5 Lakh₹10 Lakh₹25 Lakh₹50 Lakh

Evaluation Rules — 1 Step to Funding

Profit Target

10% of account

Achieve a net profit of 10% on your starting account balance to qualify for a funded account. For a ₹5 Lakh account, that means ₹50,000 in net profit. The target must be reached while keeping all other rules intact — a high profit alone is not sufficient to pass.

Maximum Daily Loss

2% of account

You cannot lose more than 2% of your account balance in a single trading day. This is calculated from your account balance at the start of that day. On a ₹10 Lakh account, just ₹20,000 in losses on one day will immediately fail the evaluation — no exceptions.

Maximum Overall Drawdown

5% of account

Your account equity must never fall more than 5% below the original starting balance — at any point, including open positions. This is a real-time check. Three consecutive bad days of 2% loss each will breach the overall drawdown and fail the account immediately.

Minimum Trading Days

5 separate days

At least one trade must be executed on 5 different calendar days. Hitting the profit target in fewer than 5 days will not qualify you — the evaluation continues until the day count is met. Consistency is verified, not just profitability.

Time Limit

No time limit

There is no expiry on the 1-Step evaluation. You may take as many days as needed to reach the profit target. Trade at your own pace — whether that takes 2 weeks or 6 months. The only deadline is the one you set for yourself.

Leverage

Exchange limit only

Leverage is capped at the maximum permitted by NSE/BSE under SEBI regulations — no additional margin will be provided. For F&O, standard SPAN + Exposure margin rules apply as defined by the exchange. This is strictly enforced across both evaluation and funded accounts.

Maximum Capital Per Trade

80% of account

No single open position may use more than 80% of total account capital at any time. This applies to all instruments — equity and F&O. Going all-in on a single trade is a direct violation and will fail the account regardless of the trade outcome.

Allowed Instruments

Stocks, Options (Buy & Sell), Futures

You may trade equity stocks, index & stock options (both buying and writing), and futures listed on NSE/BSE. There are no lot size restrictions — trade as many lots as needed as long as risk rules are not breached.

Trading Style

Intraday & Swing allowed

Both intraday and swing trading styles are permitted. You are not required to close positions by end of day — overnight holding of equity and F&O positions is allowed. Trade in a style that suits your strategy, subject to the overnight risk rules in the T&C.

News Trading Restriction

±5 min window banned

Trading is not permitted 5 minutes before or after any major scheduled market event — including RBI policy decisions, Union Budget, SEBI announcements, and company earnings releases. You will receive an automated SMS and email alert 30 minutes before each restricted window. Trades placed during these windows will be voided.

Minimum Holding Time

45 seconds per trade

Each trade must be held for a minimum of 45 seconds. High-frequency scalping strategies that open and close positions in seconds are a violation of this rule and will fail the evaluation.

Consistency Rule — 20% Cap

Max 20% of total profit per day

No single trading day's profit can exceed 20% of your total accumulated profits at that point. For example, if your total profit is ₹10,000, you cannot book more than ₹2,000 on any one day. Any excess profit from that day will be excluded from the final calculation. This rule resets daily against the updated total.

Funded Account — Live Trading Rules

Profit Split

80% Trader / 20% Firm

You keep 80% of all profits on your funded account. FundedStock retains 20% as its share. There is no cap on earnings — the more consistent your trading, the more you take home.

Payout Cycle

Every 14 days

Payout requests are available every 14 days, provided you have traded on at least 5 days within that cycle. Processing takes 3–5 business days. Minimum payout amount is ₹2,000.

Evaluation Fee Refund

100% on 3rd Payout

Your full evaluation fee is automatically refunded on your 3rd successful payout — provided each payout meets the 5 trading day minimum and ₹2,000 threshold. The refund is credited alongside your 3rd disbursement.

Stop Loss — Mandatory

Required on every trade

Every position on the live funded account must have a stop loss set at the time of entry. This rule does not apply during evaluation, but is strictly enforced once you go live. Positions without a stop loss will be flagged and may be force-closed.

Max Daily Loss (Funded)

2% of account

The 2% daily loss limit carries into the funded account. Breaching this triggers an automatic account suspension. Protecting capital on live accounts is non-negotiable.

Max Overall Drawdown (Funded)

4% — tighter than evaluation

The overall drawdown limit on funded accounts is tightened to 4% from the original account balance. This is stricter than the 5% in evaluation. Breaching this results in immediate account termination with no reinstatement.

Minimum Holding Time

45 seconds per trade

The 45-second minimum holding time per trade rule carries over to the live funded account. Trades closed before this window are a compliance violation and may lead to profit reversal or account suspension.

Terms & Conditions — Section 8.2 (Important Clauses)

Overnight Position Risk: While overnight holding is permitted, any position held beyond market hours that results in a gap loss will count fully toward that day's 2% daily loss limit. Gap losses from overnight F&O positions — including due to global events, exchange halts, or circuit breakers — are the sole responsibility of the trader.

Swing Trade Drawdown Monitoring: Overnight and multi-day positions are subject to real-time mark-to-market valuation. If the unrealised loss on any open swing position causes the overall drawdown to breach 5% — even outside market hours — the account will be flagged for immediate review upon market open.

Third-Party Tools & Copy Trading: Use of automated trade copiers, signal services, or any third-party algorithmic execution tools is strictly prohibited. Detection will result in immediate account termination without refund of evaluation fees.

Inactive Account Policy: Although there is no time limit on the evaluation, accounts showing zero trading activity for 60 consecutive calendar days will be placed under dormancy review. Reactivation requires written confirmation from the trader. Continued inactivity beyond 90 days may result in account closure.

Minimum Payout Threshold: Payout requests below ₹2,000 will be automatically rejected. The 14-day cycle resets only after a successful payout is processed. Rejected requests do not restart the cycle.

1-Step vs 2-Step: The 1-Step evaluation has a higher profit target (10% vs 8%) and a significantly tighter daily loss limit (2% vs 4%) — meaning just one bad day can consume the entire drawdown buffer. In exchange, there is no time limit and overnight holding is permitted. It is designed for traders with a proven, disciplined strategy.

Frequently Asked Questions

Profit Split

80% for You / 20% for FundedStock 2.0