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Application Form (For Lumpsum and SIP) Please read product labelling details available on cover page and the instructions before filling up the Application form. Tick () whichever is applicable, strike
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How to fill out online lumpsum cum sip

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How to fill out online lumpsum cum sip

01
Visit the official website of the investment company offering lumpsum cum SIP.
02
Register as a new user or login if you already have an account.
03
Choose the mutual fund scheme in which you want to invest a lumpsum amount along with SIP.
04
Enter the investment amount for the lumpsum payment.
05
Select the frequency and duration for the SIP payments.
06
Provide necessary personal and financial details for KYC verification.
07
Review the investment summary and make the payment online using the available payment options.
08
Once the payment is successful, you will receive a confirmation of your lumpsum cum SIP investment.

Who needs online lumpsum cum sip?

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Individuals looking to invest a lumpsum amount in mutual funds while also maintaining a disciplined approach through SIP payments.
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Investors who want to take advantage of rupee cost averaging and benefit from market fluctuations over time.
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People who prefer the convenience of managing their investments online without the hassle of manual transactions.
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Online lumpsum cum SIP is a method of investing a certain amount of money at once in a mutual fund scheme while also setting up a Systematic Investment Plan (SIP) to regularly invest specified amounts at fixed intervals.
Any individual or entity looking to invest in mutual funds through the lumpsum cum SIP method may be required to file online lumpsum cum SIP.
To fill out online lumpsum cum SIP, one needs to select the desired mutual fund scheme, enter the amount to invest as lumpsum, and set up the SIP details such as frequency and amount.
The purpose of online lumpsum cum SIP is to provide investors with the flexibility of investing a lump sum amount in addition to setting up regular investments through SIP for wealth creation.
The information that must be reported on online lumpsum cum SIP includes the amount to be invested as lumpsum, details of the mutual fund scheme selected, and the SIP details such as frequency and amount.
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