How can I create and track an SIP on FYERS?

How Can I Create and Track an SIP on FYERS?

A Systematic Investment Plan (SIP) is a way to invest a fixed amount in a mutual fund at regular intervals, usually monthly. SIPs help investors invest in a disciplined manner over time and reduce the impact of short-term market movements.

On FYERS, SIPs are executed through BSE and are linked to an auto-debit mandate approved via your UPI app. Once created, you can track upcoming instalments, completed investments, and SIP status directly from your FYERS account.

Steps to Create an SIP

On FYERS App

  1. Log in to the FYERS App.
  2. Go to the menu and tap Mutual Funds under Invest.
  3. Search for and open the mutual fund you want to invest in.
  4. Tap SIP.
  5. Enter the SIP amount and select the monthly SIP date.
  6. Choose the registered bank account.
  7. Review the SIP details and confirm.
  8. Approve the UPI mandate from your UPI app to complete SIP creation.

Note: The first SIP instalment is debited 30 days after order placement, as per BSE regulations.

On FYERS Web

  1. Log in to FYERS Web.
  2. Go to Invest and select Mutual Funds.
  3. Search for and open the mutual fund you want to invest in.
  4. Click SIP.
  5. Enter the SIP amount and select the monthly SIP date.
  6. Select the registered bank account.
  7. Review the SIP details and submit the request.
  8. Approve the UPI mandate from your UPI app to complete SIP creation.

Note: The first SIP instalment is debited 30 days after order placement, as per BSE regulations.

Steps to Track an SIP

On FYERS App

  1. Log in to the FYERS App.
  2. Tap Orders from the bottom navigation bar.
  3. Select Mutual Funds.
  4. Tap Manage SIP.
  5. View the SIP status, next instalment date, and completed instalments.
  6. Tap an SIP to see instalment history, NAV, units, and mandate details.

On FYERS Web

  1. Log in to FYERS Web.
  2. Go to Orders.
  3. Select Mutual Funds.
  4. Click Manage SIP.
  5. View the SIP status, next instalment date, and completed instalments.
  6. Click an SIP to see instalment history, NAV, units, and mandate details.
SIPs on FYERS are executed as per BSE timelines, require UPI mandate approval, and can be tracked or managed from Orders → Mutual Funds → Manage SIP.

What If...

ScenarioOutcome
My SIP amount is not debited on the scheduled dateThe debit is processed on the next applicable working day as per BSE rules.
I did not approve the UPI mandateThe SIP is not created until the UPI mandate is approved from your UPI app.
The SIP is created but units are not allotted yetUnits are allotted after successful debit as per the fund’s settlement cycle.
I want to change or stop my SIP after creating itYou can manage or cancel the SIP from Orders → Mutual Funds → Manage SIP.

Last updated: 09 Jan 2026

    • Related Articles

    • How do I track and manage my equity SIP orders in FYERS?

      In FYERS, equity SIPs allow you to schedule recurring stock purchases at your preferred interval. You can view these SIPs alongside your regular stock and F&O orders, and manage them by modifying, cancelling, or checking their status — all from the ...

    • How Can I Track the Status of My Bank Mandate With FYERS?

      Setting up a bank mandate enables automatic SIP payments in funds. After you submit a mandate request in FYERS, you can track its approval and usage status from within the platform on both the App and the Web. What is a bank mandate? A bank mandate ...

    • How Can I Create and Track an STP?

      A Systematic Transfer Plan (STP) lets you periodically transfer a fixed amount or units from one mutual fund (source fund) to another (target fund). STPs are created using your existing mutual fund holdings and help you systematically move ...

    • How Many Alerts Can I Create on FYERS?

      You can create multiple price alerts on FYERS to track different symbols and price levels. There is a fixed upper limit on how many alerts you can maintain at any time. Alert limit on FYERS You can create up to 500 alerts in total on FYERS. This ...

    • How to Create a Watchlist in FYERS Next?

      At FYERS, you can create customised watchlists in FYERS Next to organise and track your preferred instruments in one place. Whether you follow equities, F and O, commodities, or indices, creating a personalised watchlist helps you monitor markets ...