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Systematic Withdrawal Advantage Plan (SWAP) is available to investors in the following Scheme(s) of HDFC Mutual Fund. The SWAP Facility is available only for units held / to be held in Non - demat Mode in the eligible Scheme(s). Currently all open ended schemes (including Direct Plan thereunder) except ETFs are eligible for this facility.
All SWP applications will be processed on the 1st/10th of every month or 1st/10th of every first month of every quarter. If such day happens to be a holiday, it will be processed on next working day.
Systematic withdrawal plan (SWP) is a redemption strategy that allows investors to earn a regular income from mutual funds. Figure out what are the scenarios where you may need SWP. To know the benefits of SWP visit Nippon India Mutual Fund.
Please complete all details in the Common Application Form. Details of the Special Products should be provided on this form. Existing investors need to fill up only this form. 2. For multiple transactions under more than 1 scheme, separate forms need to be utilised. 3. This form should be submitted at least 5 business days before the ...
New unitholders who wish to register for SWP are required to fill the SWP registration form along with the Scheme Application Form. The AMC reserves the right to change / modify the terms and conditions of SWP. The provision for ‘Minimum Redemption Amount’ specified in the respective Scheme Information Document will not be applicable for SWP.
New Investors who wish to enroll for SWAP are required to fill the SWAP enrolment form along with the Scheme Application Form. Existing unit holders should provide their Folio Number.
SYSTEMATIC WITHDRAWAL PLAN (SWP) for first time investors, submit Common Application form along with this form. Application No. PMR (Portfolio Manager's Registration) Number ^^
