Folio Transaction Forms

Printed forms are available at the MFU POS Locations and also at the AMC Branches Listed Here.

Investors who are yet to open a CAN but already have a folio in a Mutual Fund participating in MFU, will also be able to get the benefits of using MFU Transaction Forms.

Investors will have to download the relevant Folio Transaction Forms (FTF) for this purpose.

Choosing to transact using a FTF, you get the convenience of transacting in multiple schemes of a single Mutual Fund and the flexibility of submitting the forms in any of the MFU Points of Service (POS), irrespective of the RTA who is servicing the Fund.

MFU permits three (3) different types of Folio based transactions.

For multiple redemption transactions in schemes of a single Mutual Fund, download this form

FTF-Redemption

Download Form

For multiple switch transactions between schemes of a single Mutual Fund, download this form

FTF-Switch

Download Form

The duly filled and signed forms should be submitted at any of the MFU Points of Service (POS) or sent to the MFU Office at Thane.

With a view to improve performance and enhance the high availability of MFU System, it has been decided that transactions older than the previous Financial Year i.e., transaction data prior to 1st April 2022 will be archived on 18th April 2023. * * * “If you have any dispute against a listed company and or its Registrar and Share Transfer Agent (RTA) on delay or default in processing your request, as per SEBI circular dated 30.05.2022, you can file for arbitration with Stock Exchange.” For more details, please see the web links of the stock exchanges: BSE - http://tiny.cc/m1l2vz NSE – http://tiny.cc/s1l2vz * * * Please ensure to validate your Nomination Details registered under CAN. Click here to complete the validation if not already done. * * * Please ensure to verify your Contact Details registered under CAN. Click here to complete the verification if not already done. * * * Check out the Videos about MFU and the features offered. * * * Explore the new and improved Schedule Transactions feature using which you can register a Scheduled Purchase Plan (SPP), Scheduled Redemption Plan (SRP) and Scheduled Switch Plan (SSP) * * * Download the MFU Mobile App Distributor Mobile App goMF available for Android and IoS * * * Use the Connect menu on the top menu bar to lodge a Complaint / Query / Feedback. * * * MPIN / Touch ID based authentication is now enabled on the goMF app. Please update the App to start using this feature.