How to Switch the Fund

Modified on Tue, 16 Jan at 12:55 PM

  • Click on the "Portfolio" tab in the left side of the platform.

  • Click on the circular arrow icon ">" in the right corner.

  • Click on the "Switch" button at the top right-hand side.

  • Select the fund for Switch.

  • Enter the desired switching amount or Opt to Switch all units.

  • Click on the "Switch Fund" button.

  • Confirm the switch request by clicking on "Yes, Proceed."

  • An OTP will be sent to the registered email and mobile number.

  • Enter the received OTP.

  • Click on the "Submit" button to complete the process.

  • A window will confirm that your fund switch request has been successfully placed.


Note: Fund switching can only be done within the same Asset Management Company (AMC).

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