NRI Services - Nivesh

Responsive Mutual Fund Section

Requirements for investing in Mutual Funds in India by Residents of USA / CANADA

If you are a resident of USA or Canada, please note:

✓

Make sure that you upload a duly filled and signed USA/Canada declaration in the format as required by the respective Mutual Funds within three days of placing the order.

✓

The Mutual Funds shall reserve the right to accept/reject the transaction subject to availability of the evidence within the time.

Mutual Fund Allowed List

S No.	Mutual Fund	Whether allowed (YES/NO)	Physical mode	Online mode	If YES, based on declaration
1	Aditya Birla Sunlife Mutual Fund	Yes	Yes	Yes~1	Yes
2	AngelOne Mutual Fund	No	No	No	NA
3	360 One Mutual Fund	Yes	Yes~5	No	Yes
4	Axis Mutual Fund	Yes	Yes	No	Yes
5	Bajaj Finserv Mutual Fund	Yes/No ~3	Yes	Yes	Yes
6	Bandhan Mutual Fund	Yes~3	Yes	Yes	Yes~11
7	Baroda BNP Paribas Mutual Fund	No	No	No	NA
8	BOI AXA Mutual Fund	No	No	No	No
9	Canara Robeco Mutual Fund	No	No	No	NA
10	DSP Mutual Fund	Yes~3	Yes~2	No	Yes
11	Edelweiss Mutual Fund	Yes/No~3	Yes~6	No	Yes
12	Groww Mutual Fund	No	No	No	NA
13	Franklin Templeton Mutual Fund	No	No	No	Yes
14	HDFC Mutual Fund	Yes/No~3	Yes	No	Yes
15	Helios Mutual Fund	No	No	No	No
16	HSBC Mutual Fund	No	No	No	NA
17	ICICI Prudential Mutual Fund	Yes/No~3	Yes~7	No	Yes
18	IDBI Mutual Fund	No	No	No	No
19	Invesco Mutual Fund	No	No	No	NA
20	ITI Mutual Fund	Yes~2	Yes	Yes	Yes
21	J M Financial	No	No	No	No
22	Kotak Mahindra Mutual Fund	Yes	Yes~8	No	NA
23	LIC Mutual Fund	No	No	No	No
24	Mahindra Manulife Mutual Fund	Yes/No~3	Yes~9	No	Yes
25	Mirae Mutual Fund	No	No	No	NA
26	Motilal Oswal Mutual Fund	Yes/No~3	Yes~4	No	Yes
27	NAVI Mutual Fund	No	No	Yes~1	No
28	Nippon India Mutual Fund	Yes	Yes	Yes~1	Yes
29	NJ Mutual Fund	Yes	Yes	No	Yes~7
30	Old Bridge Mutual Fund	No	No	No	No
31	PGIM Mutual Fund	No	No	No	No
32	PPFAS Mutual Fund	Yes	Yes~5	No	Yes
33	Quantum Mutual Fund	No	No	No	NA
34	Quant Mutual Fund	Yes	Yes	Yes	No
35	Samco Mutual Fund	Yes~10	Yes	No	Yes
36	SBI Mutual Fund	Yes	Yes	No	Yes
37	Shriram Mutual Fund	No	No	No	NA
38	Sundaram Mutual Fund	Yes	Yes	Yes~1	Yes
39	Tata Mutual Fund	No	No	No	NA
40	Taurus Mutual Fund	Yes~5	Yes	No	Yes
41	Trust Mutual Fund	Yes	Yes	No	Yes
42	Union Mutual Fund	No	No	No	No
43	UTI Mutual Fund	Yes~10	Yes	Yes	NA
44	WhiteOak Capital Mutual Fund	Yes	Yes	Yes	Yes
45	Zerodha Mutual Fund	No	No	No	No

1- Online transactions permitted only through AMC website.
2- Only physical lumpsum transactions.
3- Yes for USA resident; No for Canada Residents.
4- Only lumpsum purchase allowed if investor is present in India. A visa copy needs to be accompanied with it.
5- Allowed if investor is present in India. A visa copy needs to be accompanied with transaction.
6- Only lumpsum purchase allowed if investor is present in India. Investor has to submit US declaration, copy of Indian Passport or OCI Card, Visa along with immigration IN stamp (If immigration IN stamp is older than 45 days then IPV has to be done by AMC employee).
7- Allowed if investor is present in India. Declaration to be submitted at AMC Branch only.
8- Allowed if investor is present in India and visa copy is not mandatory.
9-Only lumpsum purchase allowed if investor is present in India and visa copy is not mandatory.
10 -Folio shall have: Indian mailing address and registered bank account in India. US or Canada address as may be with KRA will not be consumed under folio.
11- Allowed if investor is present in India. Declaration must be mailed on declaration_g@camsonline.com with subject line containing US declaration - user transaction number.