Downloads
Application Forms
Shriram Multi Asset Allocation Fund
Addenda & Notices
- 2026-2027
- 2025-2026
- 2024-2025
- 2023-2024
- 2022-2023
- 2021-2022
- 2020-2021
- 2019-2020
- 2018-2019
- 2017-2018
- 2016-2017
- 2015-2016
- 2014-2015
- 2013-2014
01.07.2026_Notice for Cessation of KMP - Deepak Ramaraju
Download24.06.2026_Cessation of Independent Trustee Director - Mr. Ramamirtham Thiagarajan
Download22.06.2026-Notice for Change in Base TER of certain schemes of Shriram Mutual Fund
Download22.06.2026_Change in Fund management responsibilities
Download15.06.2026_Appointment of Hitesh Savanth as FM & Change in FM responsibilities
Download03.06.2026_Notice for Cessation of KMP - Pratima Talwad
Download15.05.2026 - Change in Face Value of Shriram Overnight Fund
Download30.04.2026 - Voluntary Lock-in and debit freeze and unlocking facility for the MF Folios
Download30.04.2026_Half yearly unaudited financials of the schemes of Shriram Mutual Fund as on March 31, 2026
Download16.04.2026_Change in designation of Surjeet Kumar Singh
Download09.04.2026_Half yearly portfolio of the schemes of Shriram Mutual Fund as on March 31, 2026
Download06.04.2026_Notice for Change in Base Expense Ratio of certain schemes of Shriram Mutual Fund
DownloadMonthly Fact Sheet
Other Forms
Minors' Accounts and Change of status from Minor to Major
Transmission
Forms & Annexures
AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024
DownloadAMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024
DownloadAMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024
DownloadAMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024
DownloadForm T5 Transmission Request Form where HUF is dissolved upon demise of Karta
DownloadForm T4 Transmission Request Form for change of Karta upon demise of the registered Karta
DownloadForm T3 Transmission Request Form for Nominee & Legal Heir
DownloadForm T2 - for Transmission of Units - Where the 1st holder is Deceased
DownloadForm T1 - for Deletion of Name of the deceased 2nd or 3rd Jt. Holder
DownloadMF Nomination Form
DownloadAnnexure-V - Indemnity from coparceners for change of Karta
DownloadAnnexure-VI - Bond of Indemnity by surviving member of dissolved HUF
DownloadAnnexure-IV - NOC from other legal heirs
DownloadAnnexure-III - Individual Affidavits to be given by ALL the Legal Heirs
DownloadAnnexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation
DownloadAnnexure-Ib – Form for Bank Attestation of Signature of the new Karta
DownloadAnnexure-Ia – Form for Bank Attestation of Signature & bank account details
DownloadAnnexure B - Transmission Documents Matrix - Ready Reckoner
DownloadTransmission Process
| What is Transmission? Transmission is the process to transfer mutual fund units in case of the demise of the unit holder. The transfer of units can be done to the claimant who can be the second holder or the nominee registered in the folio or the legal heir. |
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| How is transmission of units done? If the first holder of the mutual fund units passes away, the units are transmitted to the second holder. In case there is only one holder, the units are transmitted to the registered nominee or to the legal heir in case no nominee is registered in the folio. A request letter along with the supporting mandatory document is required to be submitted by the claimant to the CAMS/Mutual Fund, informing about the demise of the unit holder and to process the transfer of units. |
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| How long does it take to complete transmission? The process can take up to 7 business days after submission of the complete set of required documents. |
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| Documents required for Transmission process
The list of the documents required for transmission under various situations is explained in the following paragraphs:
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For any further queries or assistance please call Central Helpdesk on 1800 267 1801 or email us at customercare@shriramamc.co.in. Please mention the PAN and folio number in all your communication. Our executives will be glad to assist you.
Alternatively, you can also call our RTA (CAMS) Central Helpdesk on Toll free number 1800-419-2268 or email at . Please mention the PAN, Mutual Fund name and folio number in all your communication while communicating with CAMS. |
Mobile Number Updation Form
DownloadTax Status Change Form
DownloadChange of Name
DownloadOpting out of Nomination
DownloadNomination Form
DownloadMultiple Bank Account Registration Form
DownloadConsolidation of Folios
DownloadCommon Transaction Slip
DownloadChange of Signature Form
DownloadChange of Bank Mandate
DownloadSTP SWP Applications Form
STP/ SWP Applications Form
DownloadMandatory Forms for Investors
TIN Declaration Form
DownloadNPO - Declaration form
DownloadUBO - Declaration for Non-Individuals
DownloadForm for Minor attaining Majority
DownloadFATCA & CRS Form - Non Individual
DownloadFATCA & CRS Form - Individual
DownloadAadhaar Updation Form for Non-Individuals
DownloadAadhaar Updation Form for Individuals
DownloadKYC Application Updation Forms
Statement of Additional Information (SAI)
Statement of Additional Information (SAI)
DownloadScheme Information Document (SID)
Shriram Overnight Fund
SMF - SID
DownloadShriram ELSS Tax Saver Fund
SMF - SID
DownloadShriram Aggressive Hybrid Fund
SMF - SID
DownloadShriram Flexi Cap Fund
SMF - SID
DownloadShriram Balanced Advantage Fund
SMF - SID
DownloadShriram Multi Asset Allocation Fund
SMF - SID
DownloadShriram Nifty 1D Rate Liquid ETF
SMF - SID
DownloadShriram Liquid Fund
SMF - SID
DownloadShriram Multi Sector Rotation Fund
SMF - SID
DownloadShriram Money Market Fund
SMF - SID
Download
