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What is AutoInvest

Invest in Equity SIP

Financial planning often involves setting aside money each month for the future. A disciplined approach to investing is necessary. If you are serious about building wealth, you may want to automate your investment. Opt for equity SIP using Autoinvest. This is an investment option that allows you to build an equity portfolio using regular timed investments.

Why AutoInvest ?
  • Regular disciplined investments
  • Invest in both MFs and stocks
  • Custom plans to suit your risk appetite
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What Kotak offers in systematic equity plan

Kotak Securities’ AutoInvest is India’s first equity SIP. Through this service, you invest your money in stocks and MFs of your choice at fixed intervals over a stipulated period of time. You can thus invest in equity SIP regularly on a daily, weekly, fortnightly or monthly basis.

At Kotak Securities, you also have the option to fix either the investment quantity or amount. This means, you get to choose to buy either a fixed number of stocks or invest a fixed amount.

How to activate the Equity SIP service

It is very easy to invest through SIP in stocks through Kotak Securities.

  • Login to www.kotaksecurities.com with your credentials.
  • Under 'Equity' tab click on 'AutoInvest'.
  • Accept the Terms & Conditions and click 'Activate'.
  • To Register an SIP, click on 'Register a SIP' and follow the instructions.
  • Check your AutoInvest order status in the Status Page.

How will AutoInvest work

  • You need to give instructions to transfer a fixed amount monthly to your Kotaksecurities.com account.
  • The money will then be invested in the stocks recommended every month.

Benefits of AutoInvest

  • Equities: Usually SIP is only offered in mutual funds. AutoInvest allows you to invest in both, stocks through equity SIP and in MFs.
  • Single instruction: AutoInvest drastically reduces the amount of time you spend on transactions. All you need to do is register once.
  • Expert advice: Since the stock selection is not manual, Kotak Securities will allow your money to automatically be invested in expert-backed assets.
  • Amount-based investments: When you fix a single amount to be invested regularly, you cover multiple market cycles. During market lows, you buy more shares. In contrast, you buy less number of shares. This way, the average cost of your shares fall.
  • Time-reduction: Every paisa you own is hard-earned. Putting this money into any kind of investment requires work and time. Opting for AutoInvest reduces this time.
  • Discipline: Caught in the daily grind, it is easy to forget to invest. AutoInvest helps discipline in your investment process. You will be investing regularly come what may.
  • Compounding: With AutoInvest, you also benefit from the power of compounding – earning more profits by regularly reinvesting.


XIRR Returns
Scrip Name  3 Yr.  5 Yr. 10 Yr. Report SIP
Infosys 26.80% 25.20% 17.30% Start SIP
Reliance Industries 26.00% 31.70% 20.30% Start SIP
Tata Motors 37.00% -1.40% 6.80% Start SIP
Hindustan Unilever 27.50% 28.90% 26.80% Start SIP
Ultratech Cement 8.50% 7.70% 15.70% Start SIP
#CAGR Returns are as on closing price of 31st May'22.
CAGR return assumes dividends deployed back into the stock.
Source: Capitaline


  1. "Opinions expressed are our current opinions as per the date appearing on this material only. While we endeavour to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so".
  2. XIRR is extended internal rate of return (XIRR) returns generated by the stock over various time frames.
  3. All Research reports are available at following path after login into website
    Research >> Research >> Equity Reports
  1. Neither analysts nor KSL have any holding in the recommended stocks. Our research should not be considered as an advertisement or advice, professional or otherwise. The investor is requested to take into consideration all the risk factors including their financial condition, suitability to risk return profile and the like and take professional advice before investing. We and our affiliates, officers, directors, and employees worldwide may: (a) from time to time, have long or short positions in, and buy or sell the securities thereof, of company (ies) recommended or (b) be engaged in any other transaction involving such securities and earn brokerage or other compensation or act as a market maker in the financial instruments of the company (ies) discussed herein or act as advisor or lender / borrower to such company (ies) or have other potential conflict of interest with respect to any recommendation and related information and opinions. Investments in securities are subject to market risk; please read the SEBI prescribed Combined Risk Disclosure Document prior to investing. Past performance is not a guide for future performance.