How to fill up SBI Mutual Fund Common & SIP application form and process of submission?

Application Process and Form Submission/Collection Centers

Click here to download SBI Mutual Fund Lumpsum-SIP Application Forms NACH OTM Mandate Form

Take print of SBI Mutual Fund Application Form on A4 size paper.

Attach following document along with the application form : –
1] KYC Copy if already completed. (click here to check KYC status) Else fill KYC Form.

2] PAN Card Photo Copy self-attested by applicant.
3] Address Proof Photo Copy self-attested by applicant.
4] Color Passport Size Photograph

5] One Cancelled Cheque copy ECS for SIP

6] Payment Cheque / DD should be drawn in favour of particular scheme of SBI Mutual Fund

7] Keep photocopy of application form for your record.
8] Submit / deposit your application form in Branches of SBI Mutual Fund or registrar. (Find attached list below, Search as per your city)

9] or you can also send your Application along with above document on below mention address:-
Sanriya Investment Advisors Pvt. Ltd., 968/1, Senapati Bapat Road, Opposite Ratna Memorial Hospital, Between ATM of PNB and Vidya Sahakari Bank, Pune 411016, Mo.No.9822403407
10] If everything is in place, next day you will received confirmation on your email and on registered mobile number. (It would be subject to cheque clearance.)

11] To track the status/allotment of your application form, visit SBI Mutual Fund website or call on toll free number.

12] For investment in SBI Mutual Fund Free Home Service available *pune

The guidelines for correctly and completely filling of SBI Mutual Fund SIP or lump sum application forms are mentioned in the application form on in KIM. A few hints on the mandatory and important details which may be inadvertently omitted or incompletely filled in application forms are given below.

A] Application Form:-

  • Your name and compete address should be written correctly.
  • For NRIs, the overseas address and proof is mandatory.
  • Bank details are mandatory, and should be correctly mention.
  • Any mandatory document, like proof of KYC compliance/ acknowledgement should be attached.
  • Fill in the PAN details correctly.
  • The Mode of holding i.e. Single/Joint/Either or Survivor must be mentioned.
  • Signature of all the applicants is a must.
  • In case of minor applicants, the following details are required: date of birth with proof attached; name of the guardian, who is either the natural guardian / court appointed legal guardian; proof of guardian’s relationship with the minor; signature of the guardian.
  • Investors must fill the scheme name in the application form, and select the Plan i.e. Regular and option like Growth / Dividend (in dividend -Re-investment or Payout options are available.

B] Cheques :
o    The cheque amount, in words and figures, should tally with the amount in the application form.
o    Investors should note that third-party cheques aren’t accepted*.
o    In addition, the fund/scheme name should be correctly mentioned on the cheque.

C] Systematic Investment Plan

  • New investors filling Systematic Investment Plan (SIP) forms for the first time shall fill/select the below fields:
  • SIP Instalment Amount: This refers to the amount investors wish to invest periodically. This should be the amount mentioned in the first SIP cheque.
  • SIP Frequency: This refers to the periodicity of the SIP i.e. monthly, quarterly or as allowed by the fund.
  • SIP Debit Dates: This is the date on which the amount would be debited from your bank account. The choice of the date could, for example, be the 1st or 10th or 15th or 25th of the month.
  • First SIP cheque: It should be drawn on the bank account which is registered for SIP debit.
  • SIP Enrolment Period: There is a start and end date in each SIP form. This indicates the date on which the investor wishes to start the SIP instalments and the date on which the SIP should end.
  • Particulars of auto-debit bank account: This refers to the bank account from which the SIP amounts would be deducted. It is very important to give bank details like bank name, branch address and city, IFSC, MICR number, account type and the accountholder’s name, as it appears in the bank account.
  • Signature in the authorisation form: Finally, the investor, being the bank accountholder, should sign the authorisation form as is available in the bank records for successful registration of the mandate with the bank. Signature mismatch between the bank record and the authorisation form will lead to SIP registration failure. Normally 1 or 2 signs required for SIP form.
  • Default Broker Code: ARN-35547
  • EUIN: E048533
  • Who can invest in SBI Mutual Fund: Individuals, HUF, Companies, Trust, Society, NRI, Clubs, Partnership, and Minor through guardian etc.

SBI Mutual Fund Scheme
SBI Arbitrage Opportunities Fund
SBI Banking And Financial Services Fund
SBI Blue Chip Fund
SBI Contra Fund
SBI Corporate Bond Fund
SBI Dynamic Asset Allocation Fund
SBI Dynamic Bond Fund
SBI Emerging Businesses Fund
SBI FMCG Fund
SBI Gold Fund
SBI Infrastructure Fund
SBI IT Fund
SBI Magnum Balanced Fund
SBI Magnum Children’ Benefit Plan
SBI Magnum Comma Fund
SBI Magnum Equity Fund
SBI Magnum Gilt Fund – Long Term Plan
SBI Magnum Global Fund
SBI Magnum Income Fund
SBI Magnum InstaCash Fund – Liquid Floater
SBI Magnum MidCap Fund
SBI Magnum Monthly Income Plan – Floate
SBI Magnum Multicap Fund
SBI Magnum Multiplier Fund
SBI Magnum Taxgain Scheme
SBI Nifty Index Fund
SBI Pharma Fund
SBI Premier Liquid Fund
SBI PSU Fund
SBI Regular Savings Fund
SBI Savings Fund
SBI Short Term Debt Fund
SBI Small And Midcap Fund
SBI Treasury Advantage Fund
SBI Ultra Short Term Debt Fund

SBI Mutual Fund Common application form and SIP Registration Form Submission Centers. Search Your City…….

Leave a Reply

Your email address will not be published. Required fields are marked *

*