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This document serves as a common application form for subscribing to various equity-oriented mutual fund schemes managed by SBI Funds Management Pvt. Ltd. It includes sections for investor details,
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How to fill out COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES

01
Begin by gathering all necessary personal information such as name, address, and contact details.
02
Provide details of your investment, including the scheme name, amount to be invested, and fund type.
03
Fill out the KYC (Know Your Customer) details, including PAN (Permanent Account Number) and identity verification.
04
Specify your investment objectives and risk appetite to help determine the right scheme for you.
05
Review the terms and conditions of the equity-oriented scheme.
06
Sign and date the application form.
07
Submit the application form along with any required documentation to the relevant financial institution.

Who needs COMMON APPLICATION FORM FOR EQUITY ORIENTED SCHEMES?

01
Individuals looking to invest in equity-oriented mutual funds.
02
Investors wanting to diversify their portfolio with equity schemes.
03
Financial advisors assisting clients in investing in equity funds.
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People Also Ask about

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.
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.
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.
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.

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The Common Application Form for Equity Oriented Schemes is a standardized form used by investors to apply for equity mutual funds. It simplifies the application process by allowing investors to complete a single form for multiple funds or schemes.
Investors looking to invest in equity-oriented mutual fund schemes are required to file the Common Application Form. This includes individual investors, corporate entities, and other institutional investors.
To fill out the Common Application Form, investors need to provide personal details such as name, address, and contact information, along with details of the investment amount, selected schemes, and mode of payment. Additional documentation, such as KYC (Know Your Customer) verification, may also be required.
The purpose of the Common Application Form is to streamline the application process for equity-oriented mutual fund schemes, making it easier for investors to manage their investments efficiently and reduce paperwork.
The Common Application Form must report personal identification details, investment choices, amount to be invested, payment instructions, and KYC information. It may also include details for multiple schemes if the investor is applying for more than one.
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