How can I transfer my existing mutual funds from the fund house to FYERS?

How Can I Transfer My Existing Mutual Funds From the Fund House to FYERS?

Yes, mutual fund units held directly with fund houses (in statement or physical mode) can be transferred to your FYERS Demat account through an offline dematerialisation process. This allows you to manage and track all holdings in one place under your FYERS account.

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
    901 and 902, 9th Floor,
    A Wing, Brigade Magnum,
    Amruthahalli, Kodigehalli Gate,
    Hebbal, Bangalore - 560092

There is no transfer fee charged by FYERS for shifting mutual fund units from the fund house.

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 us with your DRN reference number.

Last updated: 11 Sep 2025

    • Related Articles

    • Can I Transfer My Mutual Fund Holdings From Another Broker or Demat Account to FYERS?

      Yes, you can transfer your mutual fund and equity holdings from another NSDL Demat account to your FYERS Demat account. This is done through an off-market transfer, which your existing broker must initiate. To complete the process, you’ll need your ...

    • Is There a Dedicated Mobile App for Mutual Fund Investments on FYERS?

      No, there is no separate mobile app dedicated to mutual fund investing. Mutual fund services are built directly into the main FYERS App, which allows you to invest in direct mutual fund schemes via SIP or one-time mode. Steps To Access Mutual Funds ...

    • What is an SIP in mutual funds?

      A Systematic Investment Plan (SIP) allows you to invest a fixed amount into a mutual fund scheme at regular intervals—typically monthly. It helps build financial discipline, reduce market timing risk, and accumulate wealth gradually through ...

    • Can I Buy Regular Mutual Funds in FYERS?

      Regular Mutual Funds are the funds bought by Mutual fund brokers, distributors & advisors. Currently, we are not catering to the services of Regular mutual funds. However, you can invest in Direct mutual funds through FYERS at Zero commissions. To ...

    • How do I invest in mutual funds through FYERS?

      FYERS makes mutual fund investing seamless across both web and mobile platforms. You can explore schemes, start SIPs and make one-time investments—all in a few easy steps. Steps to invest in mutual funds on FYERS App Log in to FYERS App. Navigate to ...