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Home >> Systematic Investment Plan>>SIP Details

Minimum Investment amount: Rs. 250/- (Monthly) & Rs.750 (Quarterly) & Rs.1000 (Weekly)

Load Structure for all fresh SIP transactions:

Equity & Balanced Schemes Entry Load Exit Load
All Equity Schemes Nil 1% if redeemed within 12 months
from the date of allotment.
Tax Saver Nil Nil(Lock in period 36 Months)
Select Small Cap Entry Load Exit Period %
  Nil 24 - 36 months (March 2009 - Feb 2010) 2.0%
    36 - 48 months (March 2010 - Feb 2011) 1.0%
  Nil 48 - 60 months (March 2011 - Feb 2012) 0.5%
Debt & Liquid Schemes Entry Load Exit Load
All Debt & Liquid Schemes Nil Nil
Bond Saver Nil 0.25% if redeemed within 30 days
from the date of allotment.
Monthly Income Plan Nil 0.25% if redeemed within 30 days
from the date of allotment.

Note: The entry load mentioned above will be applied on each transaction. The entry & exit loads will apply irrespective of the periodicity of the chosen SIP plan.

Specified dates for SIP: 1st, 7th, 14th, 20th or 25th of every month for monthly option and Wednesday for weekly option. 1st, 7th, 14th, 20th or 25th of beginning month of each quarter for quarterly option.

SIP is available in:
  Equity Funds:
  Growth Fund
  Tax Saver
  Select Focus
  Select Mid Cap
  India Leadership
  S.M.I.L.E (Small and Medium Indian Leading Equities) Fund
  Capex Opportunities
  Rural India
  PSU Opportunities
  Entertainment Opportunities
  Financial Services Opportunities
  Equity Multiplier
  Equity Plus
  Hybrid Funds:
  Balanced Fund
  Monthly Income Plan (not an assured income scheme)
  Debt Funds:
  Ultra Short Term Plan
    Money Fund
  Bond Saver

 Click here to view risk factors & statutory details



Application Forms
Equity Fixed - Income
NRI      Transaction Slip