What does settlement cycle mean?
The settlement cycle refers to the time taken for a trade to be settled (Ie. for the shares to be credited or debited from / to your demat account after you've done a buy / sell transaction) , and it’s different for equities and F&O.
Change in settlement cycle for equity segment.
The settlement cycle for equity is T+2 days. But in 2021, SEBI announced the introduction of T+1 rolling settlement (Link to SEBI article) in a phased manner. Where in at periodic intervals (each month or so) some stocks were moved from T+2 settlement cycle to T+1, where the stock with the lowest volumes on the exchange were moved first to the new T+1 cycle and gradually more and more stock were moved to T+1 cycle. However, effective 27th January 2023 all the stocks traded on the BSE & NSE shall be moved to T+1 settlement cycle. Faster settlement cycle shall mean faster availability of securities and funds to you.
Example scenario of T+2 settlement.
Buy example:- You buy stocks on Monday (T day).
- The stocks get credited to your demat account on Wednesday (T+2 day).
- You sell stocks on Monday (T day).
- Funds get credited to your trading account on Wednesday (T+2 day). You can withdraw the funds post this.
Example scenario of T+1 settlement.
Buy example:
- You buy stocks on Monday (T day).
- The stocks get credited to your demat account on Tuesday (T+1 day).
Sell example:
- You sell stocks on Monday (T day).
- Funds get credited to your trading account on Tuesday (T+1 day). You can withdraw the funds post this.
Settlement cycle for Futures and options (F&O) segment.
The settlement cycle for F&O segment is and will continue to be T+1 days.
Example scenario
- You close or initiate a long/short futures or short position on Monday (T day).
- Any credit obligation of funds in the form of Mark to Market (MTM) or premium gets settled to your trading account on Tuesday (T+1 day). You can withdraw the funds post the settlement. Any debit obligation of funds is settled on the same day, i.e. T day from your trading account.