Mutual funds related FAQs

What documents need to be submitted with a purchase application ?

The purchase application must be submitted with the following documents, depending on the legal status of each applicant.

Each person must quote his/her PAN and attach the KYC acknowledgment letter from the KYC Registration Agency for any investments, regardless of the amount involved in the purchase of its units.

Instructions for non-resident investors

On Repatriation Basis:
If Indian rupee drafts are bought abroad or paid from debit to NRE/FCNR account, an account debit certificate from the bank issuing it will confirm the debit.

Based on a Non-Repatriation Basis
An account debit certificate from the bank issuing the draft must be attached to the application form in the event that Indian rupee drafts are purchased from abroad or from FCNR/NRE accounts.

Subscriptions must be submitted by debit to the FCNR/NRE account. The application form must be accompanied by a Foreign Inward Remittance Certificate issued from the banker.


What does Fund of Funds scheme means ?


Can a fresh load or increase the limit of load is allowed in mutual funds ?


What does assure returns schemes means ?


Is any one can adjust the asset allocation in mutual funds to reflect market trends ?


What is the process to invest in mutual funds scheme ?


Can a person who is an NRI invest in mutual funds ?


How much an investor should invest in debt or equity oriented schemes ?


What is the process of filling an application form of mutual funds ?


What information should an investor know about offer document ?


In what time a unitholder receive dividend purchase ?


Can a mutual fund change the terms of the scheme of offer document ?


How an investor get to know about the changes occur in mutual funds ?


How an investor can track the status of mutual funds scheme ?


How can an investor know about the investment of mutual fund scheme collected by the investors ?


What is the difference in investing IPO and mutual funds


can an investor prefer for lower NAV scheme ,if there is same category of different mutual funds is available ?


How an investor should select a scheme among so many schemes in mutual funds ?


Companies like mutual benefits are same as the mutual funds scheme ?


If the net worth of the sponsor is high ,is this a guarantee for a good return ?


From where an investor get to know about mutual funds ?