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Ways to transact

Ways to transact


Invest, switch, redeem or just track. With ease, of course.

At IDFC Mutual Fund, our endeavour has always been to make your investment experience quick, easy and hassle-free. Keeping in alliance with this thought, we have designed this exclusive feature where you can now invest, switch or redeem and then track their status with utter ease. Transaction FAQs

To start transacting online, you are required to submit your KYC details with us. If you aren’t KYC compliant yet, please download the KYC Form. If you are a new investor, click here for more details. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.

  • Online Portal
    Online
    Portal
  • SMS Services
    Mobile
    Transact
  • Phone Transactions
    Phone
    Transactions
  • SMS Transactions
    SMS
    Transactions & Services
  • E2E
    E2E
  • Pre Filled Form
    List of documents
    for a new investor
Track Mutual Funds Online - IDFC Mutual Fund
Online Portal

Sit back and relax while your transactions happen at the click of a button!

Eligibility

Resident Individuals (mode of holding Single or Either or Anyone/Survivor), Minors, HUF, Sole Proprietors and NRIs are allowed to register and transact. Corporates can only register and access information

Registration

4 parameters – PAN, Mobile, Bank Account no and Email id. No PIN required. User creates his own username and password.

Benefits

There are 2 ways in which you avail of this facility in the logged-in section.

  • Only Registration for a future dated SIP. No initial payment.
  • First SIP installment payment immediately through internet banking/ Debit Card + Online Registration for the subsequent SIP installments.
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No lead time

Instant registration with facility to check status of registration

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Instant cancellation with facility to check status of registration, no documentation required. Cancellations even for offline SIP/ SWP/ STP registrations.

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Additional purchase transactions have been allowed using the PAN and Folio combination. No registration required. Even investors (Resident and NRI Individuals) who have not registered their mobile nos. and emails ids in the folio, can avail this facility.

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Facility to map all folios to a single username based on the PAN of the first holder, including zero balance folios.

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Option has been provided to schedule email statement at frequency which you require on the date which you desire. Follow this link in the logged-in section – Account Transactions>Account Statement>Transaction Report>Subscribe for e-statements.

Proceed to login
SMS Feature to track your Mutual Fund Portfolio
Mobile Transact

Invest, Manage & Learn on the go! Visit m.idfcmf.com to transact, track your investments & view your statements. Investing now made simpler!

Eligibility

All registered online users of www.idfcmf.com

Registration

Register online on www.idfcmf.com by using the ‘Register Now’ link.

Benefits

  • Additional Purchase, Redemption, Switch
  • Get your account statements emailed to your registered email ID
  • Learn the basics of investing while you’re on the go!
  • Get in touch with us instantly
Perfrom Mutual Fund Transactions over the Telephone
Phone Transactions

The good old phone can go a long way when it comes to creating wealth. Here's how:

Eligibility

Individual investors (mode of holding Single or Either or Anyone/Survivor), Minors, Sole Proprietors

Registration

Pre-registration required for Additional Purchase and SIP. No registration for Redemption and SWP

Benefits

  • Additional Purchase, Redemption, Switch, SWP
  • Redemption and Switch – No limits, Additional Purchase and SIP – Rs. 199999 per transaction
  • Call on toll free 18002666688 from any landline and submit request. Callback for confirmation of the transaction ref. no. on registered mobile no.
One time debit mandate form for Phone Purchase and SIP
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Perfrom Mutual Fund Transactions via SMS
SMS Transactions

We thought of keeping it short and simple. And what better than an SMS.

Eligibility

Resident individual investors (mode of holding Single or Either or Anyone/Survivor), Minors, Sole Proprietors, HUF

Registration

Pre-Registration required for Additional Purchase, Redemption and SIP

Benefits

  • Additional Purchases, Redemption and SIP Registration in all eligible live and open-ended schemes of IDFC MF
  • SMS INV <space> AMOUNT <space> SCHEME CODE for Purchases, RED <space> AMOUNT <space> SCHEME CODE for Redemptions and send to 56767267
  • SIP Registration (subject to pre-registration for SMS Purchases) – SMS SIP <space> AMOUNT <space> SCHEME CODE and send to 56767267
  • Alerts through SMS and Email after every transaction
Search scheme code
FAQ
One time debit mandate form for SMS transactions
SMS Services

SMS facility to help you track your portfolio details with utter ease.

Eligibility

All investors of IDFC Mutual Fund.

Registration

The mobile number must be registered in the folio.

Not registered your mobile number? Click here

Benefits

  • All you have to do is send an SMS to 5676768 and get going.*
  • Even your distributor can trigger the SMS on your behalf. The information will be seen only by you.
  • For balance - SMS bal <space> [folio] or SMS scheme code
    For NAV – SMS NAV <space> [folio] or SMS scheme code
    For last three transactions – SMS txns <space> [folio]
    For statement – SMS stmt <space> [folio]

*Subject to mobile number being registered in the folio.



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Perform E2E Mutual Fund Transactions
E2E

From your company to theirs – it's now easier than ever!

Eligibility

Only for corporate investors

Registration

Pre-registration required to transact

Benefits

  • E-mail and blackberry based approval - Maker / Checker Concept
  • Folio's, bank mandate are auto mapped
  • Purchase, Redemption and Switches in Liquid, USF, MMF-TP,MMF-IP and Nifty Fund
  • Purchase/Redemption/Switch on a click of a button, No physical transactions to be submitted
  • Alerts by Email after every transaction
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