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Application Forms

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Application Form

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NFO Application Form

Download

Common SIP Application Form

Download

Common Application Form

Download

Shriram Aggressive Hybrid Fund

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SMF - SID

Download

KIM cum Application Form

Download

Shriram Flexi Cap Fund

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SMF - SID

Download

Presentation

Download

Brochure

Download

KIM cum Application Form

Download

Shriram ELSS Tax Saver Fund

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SMF - SID

Download

Presentation

Download

KIM cum Application Form

Download

Brochure

Download

Shriram Balanced Advantage Fund

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SMF - SID

Download

Presentation

Download

Brochure

Download

KIM cum Application Form

Download

Shriram Overnight Fund

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SMF - SID

Download

Presentation

Download

KIM cum Application Form

Download

Shriram Multi Asset Allocation Fund

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Brochure - Kannada

Download

Brochure - Bengali

Download

Brochure - Gujarati

Download

Brochure - Marathi

Download

Brochure - Malayalam

Download

Brochure - Hindi

Download

Brochure - Telugu

Download

Brochure - Tamil

Download

Brochure - English

Download

Presentation

Download

SMF - SID

Download

KIM cum Application Form

Download

Addenda & Notices

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2013-2014

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

Download

Appointment of Trustee / SAI,SID,KIM

Download

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

Download

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

Download

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

Download

Resignation of Trustee / SAI,SID,KIM

Download

Change in Valuation Policy / SAI, Valuation Policy

Download

2014-2015

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Appointment and Resignation of Directors of Shriram AMC / SAI,SID,KIM

Download

Unaudited Financial Results for half-year ended September 30, 2014 / --

Download

Unaudited Financial Results for half-year ended March 31, 2014 / --

Download

Dividend Record date Shriram Equity and Debt Opportunities Fund October 2014 / --

Download

AMFI Best Practice Guidelines Circular No. 48 / 2014 -15 / SID,KIM

Download

Appointment of Director of Shriram AMC / SAI,SID,KIM

Download

Resignation Of Director / SAI

Download

Provisions relating to FATCA and UBO & Change of status and name of the Statutory Auditors/ SAI,SID,KIM

Download

2015-2016

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Notice cum Addendum_Appointment & Resignation of Key Personnel / SAI

Download

Dividend Record date Shriram Equity and Debt Opportunities Fund November 2015/ - -

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Change of Custodian & Change in SIP/Micro SIP date

Download

Change in Montly & Quarterly SIP / SAI,SID,KIM

Download

Unaudited Financial Results for half-year ended March 31, 2015 / --

Download

Appointment of Trustee / SAI

Download

Unaudited Financial Results for half-year ended September 30, 2015 / --

Download

2016-2017

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Notice cum Addendum_Resignation of Key Personnel / SAI

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Unaudited Financial Results for half-year ended September 30, 2016 / --

Download

Change in Fund Management Responsibilities / SAI, SID

Download

Appointment of Director of Shriram AMC / SAI,SID,KIM

Download

Unaudited Financial Results for half-year ended March 31, 2016 / --

Download

Notice cum Addendum_Resignation of Key Personnel / SAI

Download

2017-2018

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Resignation of Head-Sales & Marketing of Shriram AMC / SAI

Download

Unaudited Financial Results for half-year ended March 31, 2017 / --

Download

Resignation of Director of Shriram AMC / SAI

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Appointment of Director of Shriram AMC / SAI,SID,KIM

Download

Unaudited Financial Results for half-year ended September 30, 2017 / --

Download

Change in Fundamental Attributes / SID, KIM

Download

2018-2019

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Unaudited Financial Results for half-year ended March 31, 2018 / --

Download

Change in Exit Load for the Scheme “Shriram Equity and Debt Opportunities Fund” with effect from June 15, 2018

Download

Unaudited Financial Results for half-year ended September 30, 2018 / --

Download

NFO notice of Shriram Multicap Fund / SID,KIM

Download

Change in Name of Scheme

Download

Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2018

Download

Hosting of Annual Report & Change in Minimum SWP Amount

Download

NFO notice of Shriram Long Term Equity Fund / SID,KIM

Download

2019-2020

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Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2019

Download

Unaudited Financial Results for half-year ended March 31, 2019 / --

Download

Hosting of Annual Report FY 18-19

Download

Unaudited Financial Results for half-year ended September 30, 2019 / --

Download

Notice cum Addendum_Appointment of Key Personnel & Change in Fund Management Responsibilities / SAI, SID

Download

Hosting of Half Yearly Portfolio Statement half-year ended March 31, 2019

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Cessation of the Term of Trustee, Change in Fund Management Responsibilities and Change in the Minimum Purchase/Switch In Amount (Lumpsum)

Download

NFO notice of Shriram Balanced Advantage Fund / SID,KIM

Download

2020-2021

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Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2020

Download

Hosting of Half Yearly Portfolio Statement half-year ended March 31, 2020

Download

Changes in NAV Applicability w.e.f January 01, 2021

Download

Change in Fundamental Attributes of Shriram Multicap Fund / SID,KIM

Download

Extension in Reduced Cut off timings till April 30, 2020

Download

Unaudited Financial Results for half-year ended March 31, 2020 / --

Download

Notice cum Addendum_Appointment of Key Personnel / SAI

Download

Change in Fundamental Attributes of Shriram Multicap Fund / SID,KIM

Download

Change in Risk-o-meter of Shriram Balanced Advantage Fund

Download

Change of Registered Office Address of AMC/ SAI, SID, KIM

Download

Change in Fund Management Responsibilities/ SID, KIM

Download

Change in Fundamental Attributes of Shriram Multicap Fund / SID,KIM

Download

Redesignation of KMPs

Download

2021-2022

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Change in benchmark of Shriram Balanced Advantage Fund / SAI, SID, KIM

Download

Change in Composition of Board & Appointment of Chief Risk Officer

Download

Unaudited Financial Results for half-year ended March 31, 2021 / --

Download

Appointment of MFCentral as Official Point of Acceptance/ SAI, SID & KIM

Download

Vacation of Office of Director/ SAI

Download

Hosting of Half Yearly Portfolio & Change in Risk-o-meter of SBAF

Download

Change in Registered Office Address of Shriram Mutual Fund/ SAI, SID, KIM

Download

Non applicability of Minimum Application Amount (Lump-sum) and Minimum Redemption amount

Download

Hosting of Half Yearly Portfolio

Download

Appointment of Director and Resignation of Director / Managing Director/ SAI

Download

Change in benchmark of Shriram Hybrid Equity Fund & change in Registered Office of AMC

Download

Unaudited Financial Results for half-year ended September 30, 2021 / --

Download

Resignation of AMC Director/ SAI

Download

2022-2023

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NFO notice of Shriram Overnight Fund / SID,KIM

Download

Hosting of Half Yearly Portfolio

Download

Change in Fund Management Responsibilities/ SID, KIM

Download

Unaudited Financial Results for half-year ended September 30, 2022 / --

Download

Appointment of Directors/ SAI

Download

Hosting of Annual Report FY 21-22

Download

Unaudited Financial Results for half-year ended March 31, 2022 / --

Download

Appointment and Resignation of Trustees/ SAI

Download

Change in control without change in sponsor of Shriram Mutual Fund

Download

Resignation of AMC Director/ SAI

Download

Hosting of Half Yearly Portfolio

Download

Notice cum addendum pursuant to allotment of subscription securities

Download

Appointment of Directors and Change of Administration & HO/ SID & SAI

Download

Appointment of CISO and Resignation of COO & CISO of Shriram AMC

Download

Appointment and Resignation of Chief Financial Officer of AMC/ - SAI

Download

2023-2024

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Notice for Non-Business day 22.01.2024

Download

SRMF Ntc Cessation of independent Trustee Dr Qudsia Gandhi 18-12-2023

Download

Change in Custodian and Fund Accountant

Download

Redesignation of Key Personnel/ SAI

Download

Hosting of Half Yearly Portfolio

Download

NFO notice of Shriram Multi Asset Allocation Fund / SID,KIM

Download

Change in Exit Load Structure

Download

Notice for Non-Business Day_28.09.2023

Download

Appointment of Key Personnel/ SAI

Download

Unaudited Financial Results for half-year ended September 30, 2023 / --

Download

Change in Name of the Scheme - Shriram Long Term Equity Fund

Download

Hosting of Annual Report FY 22-23

Download

Addition of “MF Utility” Platform as an Official Point of Acceptance

Download

Hosting of Half Yearly Portfolio

Download

Unaudited Financial Results for half-year ended March 31, 2023 / --

Download

Changes in the key features and change in the Name of the Schemes of Shriram Mutual Fund/ SID

Download

Monthly Fact Sheet

Other Forms

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Minors' Accounts and Change of status from Minor to Major

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Request for change in Guardian of Minor Unitholder

Download

MAM Form- for change in status from Minor to Major

Download

Form for providing Minor’s DoB & Details of Guardian

Download

Annexure-I - Bank Attestation of Signature

Download

Transmission

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Forms & Annexures

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

Download

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

Download

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

Download

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

Download

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

Download

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

Download

Form T3 Transmission Request Form for Nominee & Legal Heir

Download

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

Download

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

Download

MF Nomination Form

Download

Annexure-V - Indemnity from coparceners for change of Karta

Download

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

Download

Annexure-IV - NOC from other legal heirs

Download

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

Download

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

Download

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

Download

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

Download

Annexure B - Transmission Documents Matrix - Ready Reckoner

Download

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:

 
For any further queries or assistance please call Central Helpdesk on 033-23373012/9875630897 or email us at info@shriramamc.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 transmission_help@camsonline.com. Please mention the PAN, Mutual Fund name and folio number in all your communication while communicating with CAMS.

Opting out of Nomination

Download

Nomination Form

Download

Multiple Bank Account Registration Form

Download

Consolidation of Folios

Download

Common Transaction Slip

Download

Change of Signature Form

Download

Change of Bank Mandate

Download

STP SWP Applications Form

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STP/ SWP Applications Form

Download

Mandatory Forms for Investors

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NPO - Declaration form

Download

UBO - Declaration for Non-Individuals

Download

Form for Minor attaining Majority

Download

FATCA & CRS Form - Non Individual

Download

FATCA & CRS Form - Individual

Download

Aadhaar Updation Form for Non-Individuals

Download

Aadhaar Updation Form for Individuals

Download

KYC Application Updation Forms

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KYC Updation Form-Individual

Download

CKYC Application Form-Legal Entity/Other than Individuals

Download

CKYC Application Form - Individual

Download

Statement of Additional Information (SAI)

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Statement of Additional Information (SAI)

Download

Scheme Information Document (SID)

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Sip application form

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NFO Application Form

Download

Common SIP Application Form

Download

Common Application Form

Download

Shriram Overnight Fund

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SMF - SID

Download

Presentation

Download

KIM cum Application Form

Download

Shriram ELSS Tax Saver Fund

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SMF - SID

Download

Presentation

Download

KIM cum Application Form

Download

Brochure

Download

Shriram Aggressive Hybrid Fund

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SMF - SID

Download

KIM cum Application Form

Download

Shriram Flexi Cap Fund

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SMF - SID

Download

Presentation

Download

Brochure

Download

KIM cum Application Form

Download

Shriram Balanced Advantage Fund

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SMF - SID

Download

Presentation

Download

Brochure

Download

KIM cum Application Form

Download

Shriram Multi Asset Allocation Fund

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Brochure - Bengali

Download

Brochure - Gujarati

Download

Brochure - Marathi

Download

Brochure - Malayalam

Download

Brochure - Hindi

Download

Brochure - Kannada

Download

Brochure - Telugu

Download

Brochure - Tamil

Download

Brochure - English

Download

Presentation

Download

SMF - SID

Download

KIM cum Application Form

Download

Scheme Summary Document

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Shriram Aggressive Hybrid Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download

Shriram Flexi Cap Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download

Shriram ELSS Tax Saver Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download

Shriram Balanced Advantage Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download

Shriram Overnight Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download

Shriram Multi Asset Allocation Fund

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XML Format

Download

Excel Format

Download

PDF Format

Download
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