Transfer of Units

Transfer of Mutual Fund Units in Non-Demat (SOA) Mode
Transfer of Mutual Fund Units in Non-Demat (SoA) Mode As per SEBI directive, mutual fund units held in the non-demat mode i.e. statement of accounts (SOA) ...
Mon, 13 Oct, 2025 at 2:07 PM
FAQ’s on Transfer of Units in SOA Mode
  1. What are the scenarios where transfer of units in SOA (Non-demat) mode allowed? Surviving joint unitholder, who wants to add new joint holder(s) in t...
Mon, 13 Oct, 2025 at 12:30 PM
Gifting of Units
As per SEBI directive, mutual fund units held in the non-demat mode i.e. statement of accounts (SOA) can now be transferred without dematerialization and ca...
Mon, 13 Oct, 2025 at 2:08 PM