General

What transactions/products are not allowed for Mutual Fund units in demat?

All Mutual Fund transactions including lump sum purchase, Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP) and Switch are allowed.

However, for AMC’s serviced by KFintech, Systematic Transfer Plan (STP) is not allowed. Also, you will not be able to invest in products such as Freedom SIP, One Click Mutual Fund, Smart SIP, LIFEY etc.