How to Switch/SWP? (Mutual Fund Scheme Switch / Set up a Systematic Withdrawal Plan)

1. Login to Mutual Funds using Neo app

2. Enter registered Phone number and password

3. Enter OTP sent to registered number

4. After logging in, click on Invest from the bottom bar

5. Under Other Investments, select Mutual Funds

6. Enter My Portfolio

7. Click on 3 dots of the scheme you want to Switch or setup SWP

8. Enter Switch/ SWP option

9. To Switch, search for the scheme you want to Switch to within the same AMC

10. Enter the amount or number of units you want to Switch, accept T&C and click on Place Order

11. To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.

12. Enter the number of installment, select start date, accept T&C and click on Place Order

1. Login to Mutual Funds using Neo website

2. Enter registered Phone number and password

3. Enter OTP sent to registered number

4. After logging in, click on Invest

5. Under Other Investments, select Mutual Funds

6. Enter My Portfolio

7. Click on 3 dots for the scheme you want to Switch or setup SWP

8. Enter Switch/ SWP option

9. To Switch, search for the scheme you want to Switch to within the same AMC

10. Enter the amount or number of units you want to Switch, accept T&C and click on Place Order

11 To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.

12. Enter the number of installment, select start date, accept T&C and click on Place Order

1. Login to Mutual Funds using KST app

2. Enter User ID and password

3. Enter access code to login

4. After logging in, click on More from the bottom bar

5. Scroll down to view Core Investments

6. Select Mutual funds

7. Enter My Portfolio

8. Click on three dots for the scheme you want to Switch or setup SWP

9. Enter Switch/ SWP option

10. To Switch, search for the scheme you want to Switch to within the same AMC

11. Enter the amount or number of units you want to Switch, accept T&C and click on Place Order

12. To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.

13. Enter the number of installment, select start date, accept T&C and click on Place Order

1. Login to Mutual Funds using Kotak Securities website

2. Enter User ID and password

3. Enter access code to login

4. After logging in, click on More

5. Scroll down to view Core Investments

6. Select Mutual fund

7. Enter My Portfolio

8. Click on options (3 dots) of the scheme you want to Switch or setup SWP

9. Enter Switch/ SWP option

10. To Switch, search for the scheme you want to Switch to within the same AMC

11. Enter the amount or number of units you want to Switch, accept T&C and click on Place Order

12. To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.

13. Enter the number of installment, select start date, accept T&C and click on Place Order