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.
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.
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.
Documents required for Transmission process The list of the documents required for transmission under various situations is explained in the following paragraphs: Deletion of names of the deceased unit holders in case of death of 2nd and/or 3rd Holder Transmission of Units to surviving unit holder(s) in case of death of the 1st holder Transmission of Units to the registered Nominee/s in case of death of Sole or All unitholders Transmission of Units to the Claimant/s on death of Sole unitholder or All unitholders, where there is NO NOMINATION registered Change of Karta upon death of the Karta of Hindu Undivided Family (HUF) Transmission of Units to the Claimant/s upon death of the Karta of HUF, where there is no surviving co-parcener or the HUF has been dissolved/partitioned after demise of the Karta Clarifications
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

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Tax Status Change Form

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Change of Name

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Opting out of Nomination

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Nomination Form

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Multiple Bank Account Registration Form

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Consolidation of Folios

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Common Transaction Slip

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Change of Signature Form

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Change of Bank Mandate

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STP SWP Applications Form

Mandatory Forms for Investors

KYC Application Updation Forms

Statement of Additional Information (SAI)

Scheme Information Document (SID)

Shriram Overnight Fund

Shriram ELSS Tax Saver Fund

Shriram Aggressive Hybrid Fund

Shriram Flexi Cap Fund

Shriram Balanced Advantage Fund

Shriram Multi Asset Allocation Fund

Shriram Nifty 1D Rate Liquid ETF

Shriram Liquid Fund

Shriram Multi Sector Rotation Fund

Shriram Money Market Fund

Scheme Summary Document

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Phone:: 1800 267 1801

The information provided on this page is for educational purposes only and should not be considered as financial advice. Past performance is not indicative of future results. Always consult with a financial advisor before making any investment decisions. Mutual fund investments are subject to market risks, read all scheme related documents carefully.