Mutual Funds

Downloads

Application Forms

Application Form

TAX STATUS CHANGE FORM

NFO Application Form

Common SIP Application Form

Common Application Form

Shriram Aggressive Hybrid Fund

Brochure

SMF - SID

KIM cum Application Form

Shriram Flexi Cap Fund

SMF - SID

Brochure

KIM cum Application Form

Shriram ELSS Tax Saver Fund

SMF - SID

KIM cum Application Form

Brochure

Shriram Balanced Advantage Fund

SMF - SID

Brochure

KIM cum Application Form

Shriram Overnight Fund

Brochure

SMF - SID

KIM cum Application Form

Shriram Multi Asset Allocation Fund

Brochure

SMF - SID

KIM cum Application Form

Shriram Nifty 1D Rate Liquid ETF

Brochure

KIM cum Application Form

ETF Application Form

Shriram Liquid Fund

KIM cum Application Form

Brochure

Shriram Multi Sector Rotation Fund

KIM cum Application Form

Brochure

Addenda & Notices

Select-Year

Change in Min. Initial Purchase Amt. / SID,KIM

Appointment of Trustee / SAI,SID,KIM

Dividend Record Date - Shriram Equity and Debt Opportunities Fund / --

Change in Min. Initial Purchase Amt. and SIP / SID,KIM

NFO notice of Shriram Equity and Debt Opportunity Fund / SID,KIM

Resignation of Trustee / SAI,SID,KIM

Change in Valuation Policy / SAI, Valuation Policy

Monthly Fact Sheet

Other Forms

Minors' Accounts and Change of status from Minor to Major

Request for change in Guardian of Minor Unitholder

MAM Form- for change in status from Minor to Major

Form for providing Minor’s DoB & Details of Guardian

Annexure-I - Bank Attestation of Signature

Transmission

Forms & Annexures

AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024

AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024

AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024

AMFI Best Practice circular no. 110 on Revised Guidelines on Transmission of Units - 31-Jan-2024

Form T5 Transmission Request Form where HUF is dissolved upon demise of Karta

Form T4 Transmission Request Form for change of Karta upon demise of the registered Karta

Form T3 Transmission Request Form for Nominee & Legal Heir

Form T2 - for Transmission of Units - Where the 1st holder is Deceased

Form T1 - for Deletion of Name of the deceased 2nd or 3rd Jt. Holder

MF Nomination Form

Annexure-V - Indemnity from coparceners for change of Karta

Annexure-VI - Bond of Indemnity by surviving member of dissolved HUF

Annexure-IV - NOC from other legal heirs

Annexure-III - Individual Affidavits to be given by ALL the Legal Heirs

Annexure-II - Bond of Indemnity furnished jointly by all Legal Heirs for Transmission without Legal Representation

Annexure-Ib – Form for Bank Attestation of Signature of the new Karta

Annexure-Ia – Form for Bank Attestation of Signature & bank account details

Annexure B - Transmission Documents Matrix - Ready Reckoner

Transmission 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.
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 033-23373012/9875630897 or email us at . 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.

Change of Name

Opting out of Nomination

Nomination Form

Multiple Bank Account Registration Form

Consolidation of Folios

Common Transaction Slip

Change of Signature Form

Change of Bank Mandate

STP SWP Applications Form

STP/ SWP Applications Form

Mandatory Forms for Investors

TIN Declaration Form

NPO - Declaration form

UBO - Declaration for Non-Individuals

Form for Minor attaining Majority

FATCA & CRS Form - Non Individual

FATCA & CRS Form - Individual

Aadhaar Updation Form for Non-Individuals

Aadhaar Updation Form for Individuals

KYC Application Updation Forms

KYC Updation Form-Individual

CKYC Application Form-Legal Entity/Other than Individuals

CKYC Application Form - Individual

Statement of Additional Information (SAI)

Statement of Additional Information (SAI)

Scheme Information Document (SID)

Shriram Overnight Fund

SMF - SID

Shriram ELSS Tax Saver Fund

SMF - SID

Shriram Aggressive Hybrid Fund

SMF - SID

Shriram Flexi Cap Fund

SMF - SID

Shriram Balanced Advantage Fund

SMF - SID

Shriram Multi Asset Allocation Fund

SMF - SID

Shriram Nifty 1D Rate Liquid ETF

SMF - SID

Shriram Liquid Fund

SMF - SID

Shriram Multi Sector Rotation Fund

SMF - SID

Scheme Summary Document

Shriram Aggressive Hybrid Fund

XML Format

Excel Format

PDF Format

Shriram Flexi Cap Fund

XML Format

Excel Format

PDF Format

Shriram ELSS Tax Saver Fund

XML Format

Excel Format

PDF Format

Shriram Balanced Advantage Fund

XML Format

Excel Format

PDF Format

Shriram Overnight Fund

XML Format

Excel Format

PDF Format

Shriram Multi Asset Allocation Fund

XML Format

Excel Format

PDF Format

Shriram Nifty 1D Rate Liquid ETF

XML Format

Excel Format

PDF Format

Shriram Liquid Fund

XML Format

Excel Format

PDF Format

Shriram Multi Sector Rotation Fund

XML Format

Excel Format

PDF Format

Shriram Money Market Fund

XML Format

Excel Format

PDF Format

Any questions? Talk to us.

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.