A Smart Equity SIP (Systematic Investment Plan) lets you automate recurring stock purchases by quantity or amount at fixed intervals. You can add rules such as price ranges, step-ups, and expiry conditions for greater control. Smart Equity SIPs are available only in Delivery/Overnight and MTF modes—not in Intraday.
| Scenario | What to check |
|---|---|
| SIP option not visible | Ensure product is Delivery/Overnight/MTF. SIPs are not available in Intraday. |
| First SIP didn’t execute | Enable Execute the first SIP immediately; otherwise it begins on the next scheduled date. |
| SIP not triggering | Check for exchange restrictions/suspensions on the stock and verify sufficient funds. |
| Advanced settings not saving | Confirm all values (price band, step-up, expiry) are within valid ranges. |
| Need easier funding | Use the optional e-Mandate prompt to streamline payments for scheduled SIPs. |
Last updated: 25 Mar 2026