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Asset Management Company :Mutual Fund :SBI Funds Management Pvt. Ltd.(A Joint Venture between State Bank of India & AMANDA)KEY INFORMATION MEMORANDUMProduct Labeling This product is suitable for investors

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How to fill out new fund offer opens

01

Start by obtaining the new fund offer (NFO) form from the mutual fund house or download it from their official website.

02

Read the offer document carefully, which contains important information about the fund like investment objectives, risks, fees, and expenses.

03

Fill out the personal details section of the NFO form, including your name, address, PAN, contact details, and bank account information.

04

Choose the investment option that suits your preferences, such as the growth option or dividend option.

05

Select the amount you wish to invest in the NFO and specify the payment mode.

06

If you are investing through a distributor or agent, provide their details in the appropriate section of the form.

07

Review the completed form to ensure all the information provided is accurate and complete.

08

Submit the filled NFO form along with the required supporting documents, such as a copy of your PAN card and address proof, to the mutual fund house or their designated collection center.

09

Make the payment for the NFO investment as per the selected payment mode, which may include cheque, demand draft, online transfer, or direct debit.

10

Once the application is successfully submitted and the payment is received, you will be allocated units of the new fund offer based on the prevailing NAV (Net Asset Value).

Who needs new fund offer opens?

01

Individual investors who are interested in participating in the new fund offer.

02

Experienced investors looking to diversify their investment portfolio by adding a new fund.

03

Investors who believe in the investment objective and potential of the new fund.

04

Individuals aiming to start investing in mutual funds for the first time.

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What is new fund offer opens?

A new fund offer opens is a first-time offering of a mutual fund to investors.

Who is required to file new fund offer opens?

The mutual fund company or investment firm is required to file a new fund offer opens.

How to fill out new fund offer opens?

To fill out a new fund offer opens, the mutual fund company must provide details about the fund, including its investment objectives, risks, and fees.

What is the purpose of new fund offer opens?

The purpose of a new fund offer opens is to raise capital from investors to invest in the fund's assets.

What information must be reported on new fund offer opens?

The information reported on a new fund offer opens includes the fund's investment objectives, risks, fees, and historical performance.

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