myCAMS

You may enter your switch request here... Read

PAN*

AMC Name

Folio No / Investor Name*

Target Sub Fund*

Plan Type*
Direct Regular

Target Scheme*

RIA Code

Broker details

Broker code / Name

Sub Broker Code

Sub Broker ARN

EUIN

EUIN Declaration

IDCW Option*

Switch By*

Units All Units Amount

All Units*

Mobile Number

NOTE : Unit balance available to switch/redeem may be lower than total balance because of ELSS, liens and recently purchased units.

I/We have read and understood the contents of the Scheme Information Document(s), Key Information Memorandum and Addenda issued for the respective scheme(s)... view more

Switch Summary

Investor PAN
AMC Name
Folio No
Source Scheme Name
Target Scheme Name
IDCW Option
RIA Code
RIA Declaration
Broker Code
Sub Broker Code
Sub Broker ARN
EUIN Declaration
EUIN
Switch By
Switch Value

Broker Search By

(or)

Where do you want to generate OTP?

Select Mobile Number to Send OTP

Select Email to Send OTP

Enter OTP

( 00:30 )

OTP verified Successfully

Enter PAN

Your KYC compliance check is complete!

Dear Investor, KRA service is temporarily non-functional. Please try again after sometime.

PAN

Name

KYC Compliance

EUIN Declaration

I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the employee/relationship manager/sales person of the above distributor or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees on this transaction.

I/We confirm that payment for this transaction has been done through my/own bank account number which is registered in the folio and no third party account is used for such payments. In case of any non-compliance, I/We authorize you to refund the said amount to the account where it is debited and will liable for any consequences arising thereof.
I/ We hereby confirm that the ARN holder (AMFI registered Distributor) has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him/her/them for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me/us
I /we hereby agree that In terms of SEBI Circular Cir/IMD/DF/13/2011 dated August 22, 2011, Transaction Charges of Rs. 100 (for investor other than first time mutual fund investor) per purchase / subscription per scheme of Rs. 10,000 and above are deductible from the purchase / subscription amount and payable to the Distributor. The balance amount shall be invested.
In case of Systematic Investment Plan(s), the transaction charge shall be applicable only if the total commitment through SIPs amounts to Rs. 10,000/- and above. In such cases the transaction charge shall be recovered in first 3/4 successful instalments.

You may enter your Switch request here. Please note that our site security policy does not permit an online Switch transaction within 8 days before or after a Change of Address or Bank transaction. This is for your own protection. You may however transact with us as usual through our Investor Service Centers
under original signature, which we will be pleased to process for you.

While switching if you do not already own units in the target scheme, please read the SID/SAI document before effecting this transaction.

If switch is requested by amount, and if the amount actually available at the time of processing is lower because of NAV fluctuations, actual available amount alone will be switched.

Likewise, if switch is requested by units, and if the units actually available at the time of processing is lower because of prior transaction instructions such as SWPs, actual available units alone will be switched.

If more than one transaction is submitted on an account through various means, CAMS reserves the right to process them in any convenient sequence.

Please note that NAV applicability and allotment of units for Switch(es) in Liquid schemes and for single/cumulative switch(es) =/> INR. 2 Lacs in other schemes, is subject to realization of funds by the respective schemes.

Transfer of Funds from one scheme to another scheme depends upon settlement period of the respective schemes, generally T+1 for Liquid & Debt Schemes, T+3 for Equity schemes and any other settlement dates as may vary depending upon the relevant scheme type.

As folio chosen by you does not have both mobile number and email ID, you may not receive any communication pertaining to the ongoing purchase transaction. Do you still wish to continue

Please Note: Once you have updated FATCA & supplementary details, please come back to this link to complete the transaction.

Your Session has been expired.

I / we authorize you to share with the SEBI Registered Investment Adviser (RIA) the details of my / our transactions in the schemes(s) of Tata Mutual Fund.

The new folio will be created having tax status as INDIVIDUAL. Do you wish to continue?

Exit Load Indication

Do not proceed,I / We will effect the transaction at a later point of time.
Proceed with applicable Exit Load.