How to Switch/SWP? (Mutual Fund Scheme Switch / Set up a Systematic Withdrawal Plan)
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Login to Mutual Funds using Neo app
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Enter registered Phone number and password
- Enter OTP sent to registered number
- After logging in, click on Invest from the bottom bar
- Under Other Investments, select Mutual Funds
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Enter My Portfolio
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Click on 3 dots of the scheme you want to Switch or setup SWP
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Enter Switch/ SWP option
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To Switch, search for the scheme you want to Switch to within the same AMC
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Enter the amount or number of units you want to Switch, accept T&C and click on Place Order
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To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.
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Enter the number of installment, select start date, accept T&C and click on Place Order
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Login to Mutual Funds using Neo website
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Enter registered Phone number and password
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Enter OTP sent to registered number
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After logging in, click on Invest
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Under Other Investments, select Mutual Funds
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Enter My Portfolio
-
Click on 3 dots for the scheme you want to Switch or setup SWP
-
Enter Switch/ SWP option
-
To Switch, search for the scheme you want to Switch to within the same AMC
-
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.
- Enter the number of installment, select start date, accept T&C and click on Place Order
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Login to Mutual Funds using KST app
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Enter User ID and password
- Enter access code to login
- After logging in, click on More from the bottom bar
- Scroll down to view Core Investments
- Select Mutual funds
- Enter My Portfolio
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Click on three dots for the scheme you want to Switch or setup SWP
-
Enter Switch/ SWP option
- To Switch, search for the scheme you want to Switch to within the same AMC
-
Enter the amount or number of units you want to Switch, accept T&C and click on Place Order
-
To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.
- Enter the number of installment, select start date, accept T&C and click on Place Order
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Login to Mutual Funds using Kotak Securities website
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Enter User ID and password
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Enter access code to login
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After logging in, click on More
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Scroll down to view Core Investments
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Select Mutual fund
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Enter My Portfolio
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Click on options (3 dots) of the scheme you want to Switch or setup SWP
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Enter Switch/ SWP option
-
To Switch, search for the scheme you want to Switch to within the same AMC
-
Enter the amount or number of units you want to Switch, accept T&C and click on Place Order
-
To register for SWP, select SWP at the top and enter the units amount or units to register for SWP.
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Enter the number of installment, select start date, accept T&C and click on Place Order
Where can I check my Mutual Fund holdings? / Where can I check my MF holdings? / Where can I check my Mutual Fund Portfolio?
How to Invest in Mutual funds through Kotak Securities?/ What is the new flow for Investing in Mutual Funds?
How to STOP/Modify your Mutual Fund/MF SIP?
How long does it take for Redemption?