How can I shift my existing direct mutual funds from the fund house to my FYERS account

How can I shift my existing direct mutual funds from the fund house to my FYERS account?

Yes, you can transfer your existing mutual fund units to FYERS via an offline dematerialisation process. Here's how:

Quick steps to transfer mutual funds to FYERS

  1. Download the transfer form
    Download the Dematerialisation Request Form (DRF) below.
  2. Fill & Sign
    • Enter your FYERS DP ID and name (as per your Demat account).
    • Sign twice: one for DP and one for the RTA.
  3. Attach the following
    • Self-attested copy of PAN card
    • Self-attested latest mutual fund statement
  4. Enter key transfer details
    DRN and DRF numbers, holder’s name, quantity, scheme name, folio number, certificate number, and distinctive number.
  5. Courier to

    FYERS Securities Private Limited
    225, 19th Main Road, 1st Block, RT Nagar,
    Bangalore 560032

What if...

ScenarioExplanation
Name mismatchMake sure names match between fund house and Demat records.
Missing or wrong signatureApplication will be rejected—sign both for DP and RTA.
Old fund statementUse the latest to avoid rejection.
Need status updateContact FYERS with your DRN reference number.
There is no transfer fee charged by FYERS for shifting mutual fund units from the fund house.

Last updated: 11 Jun 2025

    • Related Articles

    • How to add funds to your FYERS account using the app or web?

      How to add funds via UPI to your FYERS trading account? Adding funds to your FYERS trading account is simple and secure. You can use UPI for fast transfers via both the FYERS App and web platform. This guide walks you through each step. Steps to Add ...
    • How to invest in Mutual Funds via NEFT/RTGS on Fyers Direct?

      Investing in mutual funds on Fyers Direct using NEFT/RTGS is a streamlined process designed to facilitate efficient fund mapping on the BSE StAR MF platform. Here is a step-by-step guide tailored for mutual fund distributors (MFDs) and their clients ...
    • What are Direct Mutual Funds on FYERS?

      When investing in mutual funds through FYERS, you'll notice the term Direct Mutual Funds. These funds offer the same portfolio as regular plans but without distributor commissions, often resulting in better returns over the long term. What are Direct ...
    • What charges apply for investing in mutual funds through FYERS?

      If you're investing in mutual funds via FYERS, you're benefiting from a cost-effective platform. Most actions, including purchasing, are free of charge. However, there is one specific fee applicable at the time of redemption. Here’s a breakdown of ...
    • Can I transfer my shares or mutual funds from an NSDL Demat account to FYERS?

      Yes, you can transfer your shares or mutual fund holdings from an NSDL Demat account to your FYERS Demat account. The transfer is initiated by your current broker and requires documentation from both FYERS and your existing depository participant ...