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Scheme Type Trail-1st Year onwards Liquid/Ultra Short-Term Schemes 0.05% – 0.70% Short Term Income Funds 0.50% – 0.90% Income Funds 0.40% – 1.00% Gilt Funds 0.15% – 0.90% Hybrid Debt/Monthly Income Plans 0.90% – 1.20% Arbitrage Funds 0.55% – 0.70% Fund of Funds 0.25% – 0.50% ELSS 0.65% – 1.70% Index Funds 0.30% – 1.00% Equity/
This email / WhatsApp and any attachments are only for informational purpose only and do not constitute an offer, recommendation or solicitation to buy or sell any Funds or Securities. All Investments in Mutual Funds are subject to market risks and past performance is not indicative of future results. Please read the scheme related documents
Who Can Invest in Mutual Fund And What Are The Documents Required ? Documents Individual Company Societies Partnership POA Trusts NRIs Flls PIO Minor HUF Application Form ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Redemption Bank Proof ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Payment Proof ✔
Who can invest in Mutual Fund & Documents Required Read More »
Systematic Investment Plan Systematic investment Plan (SIP) is an investment route wherein one can invest a fixed amount in a Mutual Fund scheme at regular intervals – say such as once a month, once a quarter, weekly, fortnightly, or daily basis instead of making a lump-sum investment. Ways in which SIP can be requested. SIP
Systematic Investment Plan Procedures Read More »
Switching of funds means moving the investment from one scheme to another scheme. Investor can switch between two different schemes, plans, and option i.e., money is taken out of scheme / plan / option A (redemption) and invested in scheme / plan / option B (purchase). This way a switch, results in two transactions a
Mutual Fund Switch & Cutoff Read More »
Redemption is a process wherein an investor sells the units back to the mutual fund. Types of redemption: Full redemption Partial redemption Redemption can be submitted along with change of bank; however, the payout will be processed with cooling period of 10 days. In case investors confirms the redemption has been submitted with change of
Mutual Fund Redemption & Cutoff Read More »
Types of purchase: Lumpsum: Investing lumpsum in mutual fund, it means investing a single, bulk amount into a one-time mutual fund investment. This is as opposed to spreading it out over time, like in SIP (Systematic Investment Plans) Additional purchase: It is simply a way to which you can add funds in your current mutual
Mutual Fund Purchase & Cutoff Read More »
Physical KYC Documents required: Indian Address proof: Aadhaar- first 8 digits must be masked on copy and form. Aadhaar submitted as proof are subject to validation if the validation is done, then it will show as \”KYC validated\”. Only after that, transaction can be processed. If it is not validated, then transaction will be rejected.
NPO (Non-Profit Organisation) Reference to PML (Provision of Money-Laundering) Amendment dated Mar 07,2023, if the Trust, Society or companies as defined in amendment is an NPO, then it must get itself registered in the DARPAN Portal of NITI Aayog https://ngodarpan.gov.in . This has been made mandatory as per PML amendment dated March 07, 2023, requiring
Regulatory Requirement Part III Read More »
