Mutual Funds Form Download

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Mutual Funds Form Download

They are financial instruments that pool money from various investors to invest in market-linked instruments. The pooled money is collectively invested in different types of financial instruments, including equity, debt funds, real estate, etc., depending on the type of fund.

When you invest in these funds, you are investing in different assets in a way that gives you a diversified portfolio. Each fund is managed by a professional, seasoned fund manager with extensive financial knowledge. These fund managers perform thorough research by analysing exhaustive statistical data before investing.

Different Types of Mutual Funds

There are various types based on Asset Class, Structure, and Risk designed to offer you the best benefits of mutual funds investing to achieve every financial goal. The various types of funds include:  
  • Equity Funds
  • Debt Funds
  • Growth Funds
  • Tax-Saving Funds
  • Liquid Funds
  • Balanced Funds
  • Hybrid Funds
  • Gilt Funds
  • Pension Funds
  • Capital Protection Funds
  • Money Market Funds
  • Aggressive Growth Funds
To begin the process of mutual funds investment, you need to download the mutual fund form.  

What is the Basic Process to Follow to invest in these funds?

First, you need to the form. However, before filling out the form, you should follow the below process: 

  • Complete your KYC guidelines by submitting copies of your PAN card, Proof Of Residence, age proof etc. You can complete your KYC online (e-KYC) or do a physical KYC at the registrar’s or fund house’s branch office.

  • After completing your KYC, you can apply to invest in various MF schemes either online or offline.

  • For the offline method, you can either consult your broker or go to the office of the specific fund and give a Direct Application.

  • For the online method, you can download the form by clicking on your preferred MF scheme.

Know Your Customer (KYC)

PDF KYC Form - Non Individual Download
PDF Annexure - Non Individual Download
PDF KYC Details Form - Individual Download


Ans: Yes, you can invest in these funds by downloading the form from the mutual fund pdf download option or by going to the fund house’s website.

Ans: No, you do not need a Demat account. .

Ans: You can choose mutual fund advisor from IIFL to ensure you invest in the best MF scheme to achieve your financial goals.