Get the free COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES

This document serves as a common application form for investors looking to invest in equity-oriented mutual fund schemes, detailing personal information required, transaction charges, and declarations

How to fill out common application form for

How to fill out COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES

1. Start by downloading the COMMON APPLICATION FORM from the official website or obtain a physical copy from the financial institution.
2. Fill in personal details such as name, address, and contact information in the designated sections.
3. Provide your date of birth and nationality as requested in the form.
4. Enter your financial details including income, assets, and liabilities accurately.
5. Ensure that you fill out the investment preferences or scheme choice section as per your requirements.
6. Complete the KYC (Know Your Customer) documentation section, providing proof of identity and address.
7. Review the form to ensure all information is complete and accurate before submission.
8. Submit the form online or through your nearest financial institution office, along with any required documents.

Who needs COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

1. Investors looking to invest in equity-oriented schemes.
2. Financial institutions and mutual fund companies that require detailed investor information.
3. Individuals seeking to access various equity mutual funds for portfolio diversification.
4. Clients needing to fulfill regulatory compliance requirements for investment purposes.

People Also Ask about

What are other than equity oriented schemes?

Non-equity mutual funds are investment schemes that invest in financial instruments other than company shares or equities. These funds focus on debt securities, government bonds, treasury bills, and other fixed-income instruments.

What is the main alternative to equity?

An alternative investment is a financial asset that does not fit into the conventional equity/income/cash categories. Private equity or venture capital, hedge funds, real property, commodities, and tangible assets are all examples of alternative investments.

What are non-equity-oriented funds?

Non-equity mutual funds are investment schemes that invest in fixed-income instruments such as government bonds, treasury bills, commercial papers, and more. They offer stable returns with lower risk and are more suitable for conservative investors, retirees, and those with short-to-medium-term financial goals.

What is equity oriented scheme?

An equity fund is a mutual fund scheme that invests predominantly in equity stocks. In the Indian context, as per current SEBI Mutual Fund Regulations, an equity mutual fund scheme must invest at least 65% of the scheme's assets in equities and equity related instruments.

For pdfFiller’s FAQs

What is COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

The COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES is a standardized form used by investors to apply for mutual fund schemes that primarily invest in equities. This form simplifies the application process for investors and enables them to invest in multiple schemes with a single application.

Who is required to file COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

Any individual or institutional investor looking to invest in equity oriented mutual fund schemes is required to file the COMMON APPLICATION FORM. This includes first-time investors and existing investors applying for additional units in such schemes.

How to fill out COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

To fill out the COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES, investors need to provide their personal details, such as name, address, investment amount, and choice of schemes. Additionally, they must complete Know Your Customer (KYC) requirements and provide relevant financial information as per the form's guidelines.

What is the purpose of COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

The purpose of the COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES is to streamline the application process for mutual fund investments, making it easier for investors to apply for multiple schemes in a consistent manner while ensuring compliance with regulatory requirements.

What information must be reported on COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

The COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES must report personal information such as the investor's name, contact details, PAN (Permanent Account Number), bank account details, the amount of investment, and chosen schemes. It may also require KYC documentation and declarations related to income and tax status.