Recurring Investment on WebNotes

How to create a stock SIP on Kite

Sun, 21 Jun 2026 00:00:00 +0000

This guide walks through creating a stock SIP on Kite , Zerodha’s trading platform, so that a chosen list of equities or ETFs is bought automatically on a schedule you set. A stock SIP is built from a basket : you assemble the buy orders once, link the basket to a SIP, set a date and time, and Kite repeats the orders on each cycle. It is for an investor who wants to accumulate shares or ETF units on a fixed calendar without placing the same delivery orders by hand each time.

Kite stock SIP overview

Sun, 21 Jun 2026 00:00:00 +0000

A stock SIP on Kite , Zerodha’s trading platform, is a recurring delivery purchase of equities or exchange-traded funds from a saved basket , placed automatically on a schedule the investor sets. On each scheduled date the SIP fires every order in the linked basket as a CNC delivery order in the cash market, using only the cash already sitting in the Zerodha account, with no minimum amount imposed by Zerodha and no fee for the feature itself.

Stock SIP frequencies on Kite

Sun, 21 Jun 2026 00:00:00 +0000

A stock SIP frequency on Kite , Zerodha’s trading platform, is the cadence at which a saved basket of cash-market buys repeats: daily, weekly, fortnightly, or monthly. On Kite the cadence is not picked from a named menu; it comes from the dates you select, spaced at the interval you want, and Kite repeats the linked basket on each scheduled date between 9:30 AM and 3:00 PM at a 30-minute slot interval.

This is the mechanical difference from a mutual fund SIP, where the investor picks a frequency label and a single SIP date. A stock SIP is schedule-driven: you choose actual dates and a time slot, and the spacing of those dates is the frequency. The model gives fine control over when orders fire, up to 5 schedules on any single day of the month, but it also means the cadence is whatever you set rather than an automatic monthly recurrence.

How to set up an SIP on a smallcase

Tue, 12 May 2026 00:00:00 +0000

A Systematic Investment Plan (SIP) on a smallcase allows investors to deploy a fixed amount into a thematic equity basket at regular intervals. Unlike a mutual fund SIP, where units of a pooled fund are allocated automatically, a smallcase SIP places individual equity buy orders for the constituent stocks of the basket on each instalment date, crediting shares to your demat account directly. This guide explains the setup procedure, execution mechanics, payment mandate options, and the capital gains and brokerage implications unique to smallcase SIPs.