TAX STATUS CHANGE FORM
DownloadDownloads
Application Forms
Application Form
Shriram Flexi Cap Fund
Shriram ELSS Tax Saver Fund
Shriram Balanced Advantage Fund
Shriram Multi Asset Allocation Fund
Brochure - Kannada
DownloadBrochure - Bengali
DownloadBrochure - Gujarati
DownloadBrochure - Marathi
DownloadBrochure - Malayalam
DownloadBrochure - Hindi
DownloadBrochure - Telugu
DownloadBrochure - Tamil
DownloadBrochure - English
DownloadPresentation
DownloadSMF - SID
DownloadKIM cum Application Form
DownloadAddenda & Notices
2013-2014
Change in Min. Initial Purchase Amt. / SID,KIM
DownloadAppointment of Trustee / SAI,SID,KIM
DownloadDividend Record Date - Shriram Equity and Debt Opportunities Fund / --
DownloadChange in Min. Initial Purchase Amt. and SIP / SID,KIM
DownloadNFO notice of Shriram Equity and Debt Opportunity Fund / SID,KIM
DownloadResignation of Trustee / SAI,SID,KIM
DownloadChange in Valuation Policy / SAI, Valuation Policy
Download2014-2015
Appointment and Resignation of Directors of Shriram AMC / SAI,SID,KIM
DownloadUnaudited Financial Results for half-year ended September 30, 2014 / --
DownloadUnaudited Financial Results for half-year ended March 31, 2014 / --
DownloadDividend Record date Shriram Equity and Debt Opportunities Fund October 2014 / --
DownloadAMFI Best Practice Guidelines Circular No. 48 / 2014 -15 / SID,KIM
DownloadAppointment of Director of Shriram AMC / SAI,SID,KIM
DownloadResignation Of Director / SAI
DownloadProvisions relating to FATCA and UBO & Change of status and name of the Statutory Auditors/ SAI,SID,KIM
Download2015-2016
Notice cum Addendum_Appointment & Resignation of Key Personnel / SAI
DownloadDividend Record date Shriram Equity and Debt Opportunities Fund November 2015/ - -
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadChange of Custodian & Change in SIP/Micro SIP date
DownloadChange in Montly & Quarterly SIP / SAI,SID,KIM
DownloadUnaudited Financial Results for half-year ended March 31, 2015 / --
DownloadAppointment of Trustee / SAI
DownloadUnaudited Financial Results for half-year ended September 30, 2015 / --
Download2016-2017
Notice cum Addendum_Resignation of Key Personnel / SAI
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadUnaudited Financial Results for half-year ended September 30, 2016 / --
DownloadChange in Fund Management Responsibilities / SAI, SID
DownloadAppointment of Director of Shriram AMC / SAI,SID,KIM
DownloadUnaudited Financial Results for half-year ended March 31, 2016 / --
DownloadNotice cum Addendum_Resignation of Key Personnel / SAI
Download2017-2018
Resignation of Head-Sales & Marketing of Shriram AMC / SAI
DownloadUnaudited Financial Results for half-year ended March 31, 2017 / --
DownloadResignation of Director of Shriram AMC / SAI
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadAppointment of Director of Shriram AMC / SAI,SID,KIM
DownloadUnaudited Financial Results for half-year ended September 30, 2017 / --
DownloadChange in Fundamental Attributes / SID, KIM
Download2018-2019
Unaudited Financial Results for half-year ended March 31, 2018 / --
DownloadChange in Exit Load for the Scheme “Shriram Equity and Debt Opportunities Fund” with effect from June 15, 2018
DownloadUnaudited Financial Results for half-year ended September 30, 2018 / --
DownloadNFO notice of Shriram Multicap Fund / SID,KIM
DownloadChange in Name of Scheme
DownloadHosting of Half Yearly Portfolio Statement half-year ended September 30, 2018
DownloadHosting of Annual Report & Change in Minimum SWP Amount
DownloadNFO notice of Shriram Long Term Equity Fund / SID,KIM
Download2019-2020
Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2019
DownloadUnaudited Financial Results for half-year ended March 31, 2019 / --
DownloadHosting of Annual Report FY 18-19
DownloadUnaudited Financial Results for half-year ended September 30, 2019 / --
DownloadNotice cum Addendum_Appointment of Key Personnel & Change in Fund Management Responsibilities / SAI, SID
DownloadHosting of Half Yearly Portfolio Statement half-year ended March 31, 2019
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadCessation of the Term of Trustee, Change in Fund Management Responsibilities and Change in the Minimum Purchase/Switch In Amount (Lumpsum)
DownloadNFO notice of Shriram Balanced Advantage Fund / SID,KIM
Download2020-2021
Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2020
DownloadHosting of Half Yearly Portfolio Statement half-year ended March 31, 2020
DownloadChanges in NAV Applicability w.e.f January 01, 2021
DownloadChange in Fundamental Attributes of Shriram Multicap Fund / SID,KIM
DownloadExtension in Reduced Cut off timings till April 30, 2020
DownloadUnaudited Financial Results for half-year ended March 31, 2020 / --
DownloadNotice cum Addendum_Appointment of Key Personnel / SAI
DownloadChange in Fundamental Attributes of Shriram Multicap Fund / SID,KIM
DownloadChange in Risk-o-meter of Shriram Balanced Advantage Fund
DownloadChange of Registered Office Address of AMC/ SAI, SID, KIM
DownloadChange in Fund Management Responsibilities/ SID, KIM
DownloadChange in Fundamental Attributes of Shriram Multicap Fund / SID,KIM
DownloadRedesignation of KMPs
Download2021-2022
Change in benchmark of Shriram Balanced Advantage Fund / SAI, SID, KIM
DownloadChange in Composition of Board & Appointment of Chief Risk Officer
DownloadUnaudited Financial Results for half-year ended March 31, 2021 / --
DownloadAppointment of MFCentral as Official Point of Acceptance/ SAI, SID & KIM
DownloadVacation of Office of Director/ SAI
DownloadHosting of Half Yearly Portfolio & Change in Risk-o-meter of SBAF
DownloadChange in Registered Office Address of Shriram Mutual Fund/ SAI, SID, KIM
DownloadNon applicability of Minimum Application Amount (Lump-sum) and Minimum Redemption amount
DownloadHosting of Half Yearly Portfolio
DownloadAppointment of Director and Resignation of Director / Managing Director/ SAI
DownloadChange in benchmark of Shriram Hybrid Equity Fund & change in Registered Office of AMC
DownloadUnaudited Financial Results for half-year ended September 30, 2021 / --
DownloadResignation of AMC Director/ SAI
Download2022-2023
NFO notice of Shriram Overnight Fund / SID,KIM
DownloadHosting of Half Yearly Portfolio
DownloadChange in Fund Management Responsibilities/ SID, KIM
DownloadUnaudited Financial Results for half-year ended September 30, 2022 / --
DownloadAppointment of Directors/ SAI
DownloadHosting of Annual Report FY 21-22
DownloadUnaudited Financial Results for half-year ended March 31, 2022 / --
DownloadAppointment and Resignation of Trustees/ SAI
DownloadChange in control without change in sponsor of Shriram Mutual Fund
DownloadResignation of AMC Director/ SAI
DownloadHosting of Half Yearly Portfolio
DownloadNotice cum addendum pursuant to allotment of subscription securities
DownloadAppointment of Directors and Change of Administration & HO/ SID & SAI
DownloadAppointment of CISO and Resignation of COO & CISO of Shriram AMC
DownloadAppointment and Resignation of Chief Financial Officer of AMC/ - SAI
Download2023-2024
Appointment of New Independent Trustee
DownloadHosting of Half Yearly Portfolio
DownloadSRMF Ntc Redesignation of Mr Ketankumar Shah (Draft-1)
DownloadNotice for Non-Business day 22.01.2024
DownloadSRMF Ntc Cessation of independent Trustee Dr Qudsia Gandhi 18-12-2023
DownloadChange in Custodian and Fund Accountant
DownloadRedesignation of Key Personnel/ SAI
DownloadHosting of Half Yearly Portfolio
DownloadNFO notice of Shriram Multi Asset Allocation Fund / SID,KIM
DownloadChange in Exit Load Structure
DownloadNotice for Non-Business Day_28.09.2023
DownloadAppointment of Key Personnel/ SAI
DownloadUnaudited Financial Results for half-year ended September 30, 2023 / --
DownloadChange in Name of the Scheme - Shriram Long Term Equity Fund
DownloadHosting of Annual Report FY 22-23
DownloadAddition of “MF Utility” Platform as an Official Point of Acceptance
DownloadHosting of Half Yearly Portfolio
DownloadUnaudited Financial Results for half-year ended March 31, 2023 / --
DownloadChanges in the key features and change in the Name of the Schemes of Shriram Mutual Fund/ SID
Download2024-2025
01.10.2024_Change in Fund Management responsibilities
Download19.09.2024_Appointment of KMP as Fund Manager - Fixed Income
Download16.09.2024_Change in the existing provisions of Shriram Overnight Fund
Download28.08.2024 - Notice for Change in Base TER of Shriram Overnight Fund
DownloadChange in the existing provisions of Equity Schemes relating to Lump Sum Investment, SIP, STP & SWP / SID, SAI
DownloadAppointment of Independent Directors/ SAI
DownloadAppointment of Compliance Officer
DownloadNFO notice of Shriram Nifty 1D Rate Liquid ETF Fund
DownloadResignation of Key Personnel/ SAI
DownloadHosting of Financial Results FY:2024-2025
DownloadOther 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
DownloadWhat 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 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. |
STP SWP Applications Form
STP/ SWP Applications Form
DownloadMandatory Forms for Investors
KYC Application Updation Forms
Statement of Additional Information (SAI)
Statement of Additional Information (SAI)
DownloadScheme Information Document (SID)
Sip application form
Shriram ELSS Tax Saver Fund
Shriram Flexi Cap Fund
Shriram Balanced Advantage Fund
Shriram Multi Asset Allocation Fund
Brochure - Bengali
DownloadBrochure - Gujarati
DownloadBrochure - Marathi
DownloadBrochure - Malayalam
DownloadBrochure - Hindi
DownloadBrochure - Kannada
DownloadBrochure - Telugu
DownloadBrochure - Tamil
DownloadBrochure - English
DownloadPresentation
DownloadSMF - SID
DownloadKIM cum Application Form
DownloadShriram Nifty 1D Rate Liquid ETF
SMF - SID
Download