Click on the links to Download Application Form

Axis Mutual Fund

Birla Sunlife Mutual Fund

BNP Paribas Mutual Fund

BOI AXA Mutual Fund

Baroda Pioneer Mutual Fund

Canara Robeco Mutual Fund

DSP BlackRock 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

IDFC Mutual Fund

JM Financial Mutual Fund

JPMorgan Mutual Fund

Kotak Mahindra Mutual Fund

L&T Mutual Fund

LIC Nomura Mutual Fund

Mirae Asset Mutual Fund

Mahindra Mutual Fund

Motilal Oswal Mutual Fund

PPFAS Mutual Fund

Peerless Mutual Fund

Quantum Mutual Fund


Principal Mutual Fund

Reliance Mutual Fund

Religare Mutual Fund

SBI Mutual Fund

Sundaram Mutual Fund

Shriram Mutual Fund

Sundaram Mutual Fund

Tata Mutual Fund

Taurus Mutual Fund

Union KBC 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
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 BlackRock 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 Mahindra Mutual Fund Lumpsum and/or SIP Application Forms
L&T Mutual Fund Lumpsum and/or SIP Application Forms
LIC Nomura 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
Religare 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 KBC Mutual Fund Lumpsum and/or SIP Application Forms
UTI Mutual Fund Lumpsum and/or SIP Application Forms

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