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-KYC-And-FATCA-Requirement

URGENT & IMPORTANT

Central Board of Direct Taxes, vide a press release dated April 11, 2017, had notified that all the investors who had opened folios between July 01, 2014 and August 31, 2015 were required to submit self-certification under FATCA by April 30, 2017. This notification requires us to restrict transactions, including redemptions, in the folios where such self-certification is not received till the aforementioned date. The transactions would be processed only if the self-certification is submitted by all the unit holders in such restricted folios.

Click here to view press release

Applicants who have not submitted the Supplementary KYC and FATCA / CRS information, are requested to submit the forms provided below. Additionally, non-Individual investors have to submit Ultimate Beneficial Ownership (UBO) declaration form.

Online-Cerification

Individual investors can submit the self-certification through online mode.

online self certification

You may download the self-certification form and send the same to any of our AMC offices. Alternatively,mail it to the address of our Registrar and Transfer Agents M/s SBFS.

Scheme Riskometer**


**basis portfolio of the Scheme as on Oct 31, 2022

Riskometer


*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

g

Benchmark Riskometer**


**Basis constituents of the scheme as on Oct 31, 2022

Benchmark

Benchmark

*The PRC matrix denotes the maximum risk that the respective Scheme can take i.e. maximum interest rate risk (measured by MD of the Scheme) and maximum credit risk (measured by CRV of the Scheme)

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