Mutual funds
How long will it take for my redeemed amount to reflect in my bank account?
Once you place a redemption request for your mutual fund units through FYERS, the payout is processed by the fund house (AMC) as per standard settlement timelines. The credited amount usually appears in your registered bank account within a few ...
How can I check the duration of my SIP on FYERS?
On FYERS, SIPs are open-ended by default and continue until you cancel them. There is currently no option to set an end date while creating a SIP. You can view your SIP schedule and status from the 'Manage SIP' section of your portfolio. Steps to ...
What happens if my SIP falls on a market holiday?
SIP transactions on FYERS are processed via the Bombay Stock Exchange (BSE). If your SIP date coincides with a holiday on the BSE, the transaction will be deferred to the next working day. This affects both the order placement and the bank debit ...
What are ELSS funds, and how can the ELSS statement be downloaded on FYERS?
Equity Linked Savings Scheme (ELSS) funds are mutual funds that offer tax benefits under Section 80C of the Income Tax Act. FYERS allows investors to invest in direct ELSS funds through SIP or one-time modes. Overview of ELSS mutual funds ELSS funds ...
How to calculate mutual fund returns on FYERS?
Tracking mutual fund returns helps you understand how your investments are performing. FYERS displays return metrics based on your investment activity and scheme NAVs. You can also estimate returns using the FYERS Mutual Fund Calculator. Types of ...
What is an SIP in mutual funds?
A Systematic Investment Plan (SIP) is a method of investing a fixed amount of money into a mutual fund scheme at regular intervals—typically monthly or quarterly. SIPs offer a disciplined way to build wealth over time and reduce the risk of market ...
Can clients switch between two different schemes of the same AMC on FYERS?
FYERS currently does not support direct switch transactions between mutual fund schemes—even if both schemes belong to the same Asset Management Company (AMC). Instead, clients must manually redeem units from one scheme and invest the proceeds into ...
How can I pledge mutual fund investments to get collateral margins on FYERS?
FYERS allows you to pledge approved mutual fund units to receive collateral margin, which can be used for trading in F&O or currency derivatives. This way, you retain your investments while unlocking trading leverage. Overview of mutual fund pledging ...
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 is the impact of dividends on the NAV if the IDCW scheme has paid dividends?
When a mutual fund scheme under the IDCW (Income Distribution cum Capital Withdrawal) option declares and pays out dividends, the Net Asset Value (NAV) of the scheme falls. This drop is a direct result of the distribution of the scheme’s assets to ...
How long will it take for mutual fund units to show up in the Demat account on FYERS?
After you invest in a mutual fund via FYERS, your units don’t appear in the Demat account instantly. There is a settlement timeline involved, which depends on the scheme type and payment clearance. When will mutual fund units reflect? Mutual fund ...
Is stamp duty applicable for mutual fund purchases on FYERS?
Yes, stamp duty is applicable on all mutual fund purchases made through FYERS, as per government regulations. This applies to both lumpsum investments and SIP (Systematic Investment Plan) instalments. What is stamp duty in mutual funds? Stamp duty is ...
What happens to my existing SIP or investments if an AMC suspends a mutual fund scheme?
If an Asset Management Company (AMC) decides to suspend a mutual fund scheme, it can leave investors confused about the status of their active investments or SIPs. What does scheme suspension mean? When an AMC suspends a mutual fund scheme, it means ...
What does ‘Top Funds for Pledging’ mean in the Mutual Funds section of FYERS?
While navigating the Mutual Funds section on FYERS, you’ll come across a dedicated area called 'Top Funds for Pledging'. This section is designed to help you quickly identify mutual funds that are eligible for margin collateral when pledged. What is ...
How to pledge mutual fund investments to get collateral margins on FYERS?
FYERS allows you to pledge eligible mutual fund or equity holdings to generate collateral margin, which can be used for trading in derivatives, currency, or commodity segments—without selling your investments. Steps to pledge holdings on FYERS Log in ...
How to cancel a SIP on FYERS?
If you wish to stop your Systematic Investment Plan (SIP) for any reason—be it a change in investment strategy or insufficient funds—you can easily cancel it through the FYERS platform. Once cancelled, no future SIP instalments will be processed. ...
How to create an e-mandate on FYERS?
An e-mandate is a digital permission that enables automatic debit from your bank account for SIP payments in mutual funds. We allows you to create a mandate either during SIP setup or directly from the 'Funds' section. Methods to create an e-mandate ...
How can I restart my closed SIPs on FYERS?
We makes it easy to restart a previously cancelled SIP. This helps you resume your investment plan in the same mutual fund scheme without re-selecting it manually. Steps to restart a closed SIP Log in to FYERS (Web or Mobile). Go to the 'Orders' ...
Where can I manage SIP and see closed SIP details on FYERS?
We provides a dedicated space to track all your Systematic Investment Plans (SIPs)—both active and closed—under one view. This helps you monitor instalment history, check statuses, and take actions like cancelling or reviewing SIPs. Steps to view ...
Where can I see my mutual fund order details on FYERS?
Tracking your mutual fund order activity is simple with FYERS. Whether it's SIP or one-time (lumpsum) investments, all your orders are consolidated under a dedicated section for transparency and easy access. Steps to view mutual fund order details on ...
How can I track my mutual fund portfolio on FYERS?
FYERS provides a unified view of your mutual fund investments across both web and mobile platforms. You can monitor your portfolio's performance, NAV changes, total returns, and day's profit & loss from one convenient dashboard. Steps to track your ...
How do I invest in mutual funds through the FYERS web and app?
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 Log in to FYERS (Web or Mobile). ...
Why are some mutual funds restricted to SIP or one-time investments only?
This is not a technical issue—it's usually a decision made by the fund’s Asset Management Company (AMC) or the stock exchange to manage risk and ensure better fund performance. Let’s break down the reasons and what you can do if one option isn't ...
What is a folio number and how can I find it?
If you're investing in mutual funds through FYERS, you might come across the term folio number. It's an essential part of how your investments are tracked and managed by Asset Management Companies (AMCs). Here’s a complete breakdown of how it works ...
Why am I encountering the 'NOT allowed to trade in BSE MF' error on FYERS?
Running into the “NOT allowed to trade in BSE MF” error while trying to place a mutual fund order on FYERS can be frustrating. This message usually indicates a temporary issue related to account configuration or segment availability. Here's what it ...
How can I track the status of my bank mandate with FYERS?
Setting up a bank mandate is essential for enabling automatic SIP payments in mutual funds. Once you’ve submitted a mandate request via FYERS, it’s natural to want to track its approval status. Here's how you can stay updated and what each status ...
How can I cancel the bank mandate on FYERS?
We understand that you may want to revoke your bank mandates for various reasons. While FYERS facilitates setting up e-mandates online, canceling them currently involves an offline process. Here's a detailed guide to help you through it. What is a ...
How can I find the ISIN numbers for mutual fund schemes on FYERS?
If you're searching for the ISIN (International Securities Identification Number) of a mutual fund listed on FYERS, you may notice it's not visible on the platform. But don’t worry—there’s a simple way to find it externally. What is an ISIN? An ISIN ...
What is an NFO and how does it function?
An NFO (New Fund Offer) is the launch phase of a new mutual fund scheme by an Asset Management Company (AMC). During this initial period, investors can subscribe to the fund at its base price—typically ₹10 per unit—before it gets listed and begins ...
Can I use mutual funds as collateral for trading in the F&O segment on FYERS?
Yes, FYERS allows you to pledge eligible mutual fund units to receive collateral margins for trading in the F&O (Futures and Options) segment. This can be a strategic way to use your mutual fund holdings to enhance your trading capacity—without ...
How many mandates do I need for multiple SIPs on FYERS?
If you're planning to invest in multiple Systematic Investment Plans (SIPs) on FYERS, the good news is you don't need a separate mandate for each. You can comfortably manage multiple SIPs in different mutual funds under a single mandate. Just ensure ...
What does 'additional lumpsum' mean in mutual fund investment?
If you've already made a one-time (lumpsum) investment in a mutual fund and later decide to add more money to the same scheme, that subsequent investment is called an additional lumpsum. It lets you top up your holdings without starting a new folio ...
How can I verify the allotment of my NFO?
Post investing in a New Fund Offering (NFO), the allocated units will be credited to your Demat account within five working days following the NFO's closing date. You can conveniently monitor these details via the ‘Fyers Direct’ dashboard. For a ...
Is there a dedicated mobile app by FYERS for mutual fund investments?
FYERS does not offer a separate or dedicated mobile application exclusively for mutual fund investments. However, mutual fund is fully integrated into the main FYERS platform—accessible via both the web and mobile app. Steps to access mutual funds on ...
How is the buy NAV averaged for multiple orders in the same scheme on FYERS?
When you invest in a mutual fund scheme through FYERS multiple times, your Buy Net Asset Value (NAV) is averaged based on the total investment amount and units received across all transactions. This ensures a consolidated and transparent view of your ...
Where can I find details about the lock-in period for a mutual fund scheme?
A lock-in period refers to a specified duration during which investors are restricted from selling their mutual fund holdings. While most mutual funds in India do not have a lock-in, some schemes—such as Equity Linked Savings Schemes (ELSS)—do. ...
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 customize the dates for the SIP on FYERS?
Yes, FYERS offers flexible options when setting up a Systematic Investment Plan (SIP). You can choose from a set of available dates that align with your preferred investment cycle. SIP date customisation on FYERS When initiating an SIP on FYERS, ...
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 Download the transfer form Download the Dematerialisation Request Form (DRF) below. ...
What are the timings for placing mutual fund orders on FYERS?
You can place mutual fund orders on FYERS between 9:00 AM and 3:00 PM on trading days. Orders placed within this window are processed based on cut-off timing rules defined by the exchanges and AMCs. Mutual fund order timing and processing Orders ...
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