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Category - Forms and Downloads
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All Addendums
Notices
Scheme Summary Document
Transmission and death claim settlement
Scheme Financial
Service Request Forms
Key Information Memorandum
Scheme Documents
Application form
Portfolio disclosure
Mfu Transaction Forms
Know Your Client Forms
Fact Sheet
Consolidate portfolio disclosure
Consolidate debt portfolio disclosure
All Addendums
Definitions/interpretation
Disclosure of name and exposure to Top 7 issuers, stocks, groups and sectors as a percentage of NAV of the scheme in case of debt and equity ETFs/index funds
HOW IS THE SCHEME DIFFERENT FROM EXISTING SCHEMES OF THE MUTUAL FUND?
list of official points of acceptance
Penalties, Pending Litigation or Proceedings, Findings of Inspections or Investigations For Which Action May Have Been Taken or Is In The Process of Being Taken By Any Regulatory Authority
Scheme’s portfolio holdings (top 10 holdings by issuer and fund allocation towards various sectors)
Change in Base TER
Change in Base TER Demo
Downloads
Sai forms and downloads
Others Docs
Others Docs
Forms
External
External
Downloads
Downloads
