Downloads
Application Forms
Shriram Multi Asset Allocation Fund
Shriram Nifty 1D Rate Liquid ETF
Addenda & Notices
- 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
27.02.2026_SRMF - Additional incentives to distributors for onboarding new individual
Download24.02.2026_Notice for Change in Base TER of certain schemes of Shriram Mutual Fund
Download12.02.2026-Discontinuation of Acceptance of Cash Investments in Scheme(s) of Shriram Mutual Fund
Download10.02.2026_Appointment of KMP as Company Secretary_Vinita Kapoor
Download03.02.2026_Appointment of KMP as Head of Operations & Investor Relations Officer_Chandrashekhar Kadechkar
DownloadNotice for Business day_February 01, 2026
DownloadNotice for declaring January 15, 2026 as Non - Business Day
Download31.12.2025_SRMF_Reclassification of REITS as Equity related instruments
Download27.11.2025_Appointment of director on Trustee Board_Smt. Subbalakshmi Mahesh Shrirali
Download20.11.2025_Notice for Change in Base TER of certain schemes of Shriram Mutual Fund
Download11.11.2025_Appointment of director on AMC Board_Thian Fick
Download31.10.2025_Change in Fund management responsibilities
Download31.10.2025_Notice for Change in Benchmark - Shriram Balanced Advantage Fund
Download31.10.2025_Half yearly unaudited financials of the schemes of Shriram Mutual Fund as on September 30, 2025
Download09.10.2025_Half yearly portfolio of the schemes of Shriram Mutual Fund as on September 30, 2025
Download03.10.2025_Appointment of KMP as Senior Fund Manager_Amit Modani
Download25.09.2025_Notice for Cessation of KMP - Reena Yadav
Download05.09.2025_Notice for change in Business days on account of change in Bank Holiday for the Schemes of Shriram Mutual Fund
Download28.08.2025_Extension in minimum threshold limit for certain categories of investors in ETFs
Download12.08.2025_Discontinuation of Payment of Transaction Charges to Distributors
Download07.08.2025_Change in designation of KMP & Change in Fund management responsibilities
Download06.08.2025_Introduction of Shriram Choti SIP
Download06.08.2025_Change in KMP
Download04.08.2025_Notice for cessation of Directors from AMC Board
Download04.08.2025_Notice for appointment of directors on AMC Board
Download30.07.2025_Hosting of Annual Reports of the Schemes of SRMF
Download18.07.2025_Appointment of KMP as Senior Fund Manager
Download23.06.2025_Notice cum addendum_Cesation of Independent Director_Mr. Mani Sridhar
Download11.06.2025_Notice cum Addendum_Change in Benchmark Riskometer of Shriram Aggressive Hybrid Fund
Download02.06.2025_Notice cum addendum_Appointment of Independent Trustee Director
Download30.05.2025_Notice cum addendum for change in cut off timings to determine applicable NAV wrt repurchase and redemption of units in Shriram Overnight Fund
Download18.05.2025_Notice cum Addendum for transfer of units in SOA mode
Download30.04.2025_Addendum for Acceptance of financial transactions through email in respect of non-individual investors
Download29.04.2025_Notice for unaudited half yearly financials for the period ended March 31, 2025
Download21.04.2025_Discontinuation of Exit load on Switch Transactions from Regular Plan to Direct Plan
Download12.04.2025_Letter to unitholders for Change in Control of Shriram Asset Management Company Limited
Download09.04.2025_Half yearly portfolio of the schemes of Shriram Mutual Fund as on March 31, 2025
Download15.04.2025_Change in Control of Shriram AMC
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 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. |
STP 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
DownloadScheme Summary Document
