Systematic Transfer

You can register a Systematic Transfer Plan (SWP) through this service.

Follow the following steps to register a STP:

1. Select the Mutual Fund account number and click on Search. .
2. List of schemes available for systematic transfer will be displayed. Select the scheme and click on Submit.
3. To put your Systematic Transfer plan in action, Select the frequency of your withdrawal, and the date of withdrawal. Then Key in the number of installments, and the amount of withdrawal or units. Now, click on Search for the scheme name that you want to switch into.
4. List of available schemes for Transfer-in will be displayed. Select the one which you would like to Transfer in and click on Submit.
5. Verify the details provided by you for systematic Transfer. Click on the check box to "Accept the Terms and Conditions" and click on Confirm.
6. Your systematic Transfer order Acknowledgment page will be displayed.