This form helps you fill up all the details of the mutual funds in which you invest, it contains entries of all the important details that you need to manage for a M.F.

 

 

Fund NameSelect Company name from list. Here you can see only those MF which are you added in personal fund. For more detail see Add in personal fund in mange mutual fund.
ApplicantCurrent member name selected.
Applicant 1Maximum length allows 40 characters.
NomineeMaximum length allows 40 characters.
Folio NoEnter folio no of transaction.
Date (Date)Enter date of fund purchasing.
UnitEnter units here.
NAVEnter NAV here.
AmountEnter amount here.
Investment codeSelect investment code from list.
Purchase fromSelect account from list.
RemarkMaximum length allows 40 characters.