Click on the links to Download Application Form
Aditya Birla Sunlife Mutual Fund

Axis Mutual Fund

BNP Paribas Mutual Fund
BOI AXA Mutual Fund
Baroda Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
DHFL Pramerica Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
IDFC Mutual Fund
IDBI Mutual Fund
India Bulls Mutual Fund
JM Financial Mutual Fund
IIFL Mutual Fund
Kotak Mutual Fund
L&T Mutual Fund
LIC Mutual Fund
Mirae Asset Mutual Fund
Mahindra Mutual Fund
Motilal Oswal Mutual Fund
PPFAS Mutual Fund
Essel Mutual Fund
Quantum Mutual Fund
Principal Mutual Fund
Reliance Mutual Fund
Invesco Mutual Fund
SBI Mutual Fund
Sundaram Mutual Fund
Shriram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
Union Mutual Fund

UTI Mutual Fund

Common Mutual Fund Application Forms for Lum Sum /One time Investment. Systematic Investment Plan (SIP) Mutual Fund Application Form

What is process to invest in mutual funds? How to invest in Mutual funds? Steps to invest in Mutual Funds? What is the (how to) process to start investment in Mutual funds One time /lumpsum?

To invest in mutual fund for One time (lump sum) investment, investor has to follow the below mentioned steps:

  1. Download application form of respective mutual fund house for investment. ( Provided above)
  2. Take a print of the mutual fund application form on A4 page.
  3. Fill up all details (like name, address, date of birth, bank details, email id, mobile no, pan no, kyc details, signature etc.
  4. Mention name of selected scheme / option/ plan
  5. Write payment at par A/c Payee Cheque / DD should be drawn in favour of same scheme / option/ plan selected above.
  6. Attached necessary documents along with the application.
  7. If KYC in not completed:- 1] KYC Form along with 2] Self attested copy of PAN Card and 3]address proof 4] Stick Passport size photograph.
  8. If KYC complied: copy of KYC copy (click here to check KYC status)
  9. Signature of all applicants on the application form.
  10. Submit the application to the respective branch/ location /centre.(list provided in above)
  11. Collect the Acknowledgement.
  12. Keep photocopy of application form for your record.
  13. If you have submitted then send us the photocopy / soft copy of application form to track your application status.
  14. Free Home Service is available.*

What is process to invest in Systematic Investment Plan (SIP) mutual funds? what is the process to (How to) start SIP? How to invest in SIP Mutual funds? Steps to invest in SIP Mutual Funds?

To start SIP invest in mutual fund , investor has to follow the below mentioned steps:

  1. Download application form of respective mutual fund house for SIP investment, along with Auto debit form/SIP form. ( Provided above)
  2. Take a print of the mutual fund application form on A4 page.
  3. Fill up all details (like name, address, date of birth, bank details, email id, mobile no, pan no, kyc details, signature etc.
  4. Mention name of selected scheme / option/ plan, tenure/period of SIP.
  5. Write payment at par A/c Payee Cheque / DD should be drawn in favour of same scheme / option/ plan selected above.
  6. Attached necessary documents along with the application and cancelled cheque for SIP deduction.
  7. If KYC in not completed:- 1] KYC Form along with 2] Self attested copy of PAN Card and 3]address proof 4] Stick Passport size photograph.
  8. If KYC complied: copy of KYC copy (click here to check KYC status)
  9. Signature of all applicants on the application forms including the auto debit form.
  10. Submit the application to the respective branch/ location /centre.(list provided above)
  11. Collect the Acknowledgement.
  12. Keep photocopy of application form for your record.
  13. If you have submitted then send us the photocopy / soft copy of application form to track your application status.
  14. Free Home Service is available.*

What is process to update PAN/KYC in mutual fund scheme? what is the process to (How to do) update PAN/KYC in mutual funds schemes? How to do update PAN/KYC in mutual funds schemes? How to update PAN/KYC Mutual fund units? Steps to update PAN/KYC in Mutual Funds or units in mutual funds? Steps to update PAN/KYC in Equity/debt Mutual Funds schemes units ?

For update PAN/KYC in mutual fund schemes, investor has to follow the below mentioned steps:

  1. Download transaction /PAN/KYC update application form of respective mutual fund house. (Provided above)
  2. Take a print of the transaction /PAN/KYC update application form on A4 page.
  3. Fill up all details (like name, address, Folio no, bank details, email id, mobile no etc.
  4. For update PAN/KYC mention pan no, kyc details on application form.
  5. Attach PAN/KYC complied copy. (click here to check KYC status)
  6. Signature of all applicants on the application forms.
  7. Submit the application to the respective branch/ location /center.(list provided above)
  8. Collect the Acknowledgement.
  9. Keep photocopy of application form for your record.

Axis Mutual Fund Lumpsum and/or SIP Application Forms
Aditya Birla Sun Life Mutual Fund Lumpsum and/or SIP Application Forms
BNP Paribas Mutual Fund Lumpsum and/or SIP Application Forms
Canara Robeco Mutual Fund Lumpsum and/or SIP Application Forms
DSP Mutual Fund Lumpsum and/or SIP Application Forms
Edelweiss Mutual Fund Lumpsum and/or SIP Application Forms
Franklin Templeton Mutual Fund Lumpsum and/or SIP Application Forms
HDFC Mutual Fund Lumpsum and SIP Investment Application Forms
HSBC Mutual Fund Lumpsum and/or SIP Application Forms
ICICI Prudential Mutual Fund Lumpsum and/or SIP Application Forms
IDBI Mutual Fund Lumpsum and/or SIP Application Forms
IDFC Mutual Fund Lumpsum and/or SIP Application Forms
JM Financial Mutual Fund Lumpsum and/or SIP Application Forms
JP Morgan Mutual Fund Lumpsum and/or SIP Application Forms
Kotak Mutual Fund Lumpsum and/or SIP Application Forms
L&T Mutual Fund Lumpsum and/or SIP Application Forms
LIC Mutual Fund Lumpsum and/or SIP Application Forms
Mirae Asset Mutual Fund Lumpsum and/or SIP Application Forms
Motilal Oswal Mutual Fund Lumpsum and/or SIP Application Forms
DHFL Pramerica Mutual Fund Lumpsum and/or SIP Application Forms
Principal Mutual Fund Lumpsum and/or SIP Application Forms
Reliance Mutual Fund Lumpsum and/or SIP Application Forms
Invesco Mutual Fund Lumpsum and/or SIP Application Forms
SBI Mutual Fund Lumpsum and/or SIP Application Forms
Sundaram Mutual Fund Lumpsum and/or SIP Application Forms
Tata Mutual Fund Lumpsum and/or SIP Application Forms
Taurus Mutual Fund Lumpsum and/or SIP Application Forms
Union Mutual Fund Lumpsum and/or SIP Application Forms
UTI Mutual Fund Lumpsum and/or SIP Application Forms

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