If you are a resident of USA or Canada, please note:

  • Make sure that you upload a duly filled and signed USA/ Canada declaration in the format as required by the respective Mutual Funds within three days of placing the order
  • The Mutual Funds shall reserve the right to accept/reject the transaction subject to availability of the evidence within the time.
S No. Mutual Fund Whether allowed (YES/NO) Physical mode Online mode If YES, based on declaration
1 Aditya Birla Sunlife Mutual Fund Yes Yes Yes~1 Yes
2 AngelOne Mutual Fund No No No NA
3 360 One Mutual Fund Yes Yes~5 No Yes
4 Axis Mutual Fund Yes Yes No Yes
5 Bajaj Finserv Mutual Fund Yes/No ~3 Yes Yes Yes
6 Bandhan Mutual Fund Yes Yes Yes       Yes~11
7 Baroda BNP Paribas Mutual Fund No No No NA
8 BOI AXA Mutual Fund No No No No
9 Canara Robeco Mutual Fund No No No NA
10 DSP Mutual Fund Yes~3 Yes~2 No Yes
11 Edelweiss Mutual Fund Yes/No~3 Yes~6 No Yes
12 Groww Mutual Fund No No No NA
13 Franklin Templeton Mutual Fund No No No Yes
14 HDFC Mutual Fund Yes/No~3 Yes No Yes
15 Helios Mutual Fund No No No No
16 HSBC Mutual Fund No No No NA
17 ICICI Prudential Mutual Fund Yes/No~3 Yes~7 No Yes
18 IDBI Mutual Fund No No No No
19 Invesco Mutual Fund No No No NA
20 ITI Mutual Fund Yes~2 Yes Yes Yes
21 J M Financial No No No No
22 Kotak Mahindra Mutual Fund Yes Yes~8 No NA
23 LIC Mutual Fund No No No No
24 Mahindra Manulife Mutual Fund Yes/No~3 Yes~9 No Yes
25 Mirae Mutual Fund No No No NA
26 Motilal Oswal Mutual Fund Yes/No~3 Yes~4 No Yes
27 NAVI Mutual Fund No No Yes~1 No
28 Nippon India Mutual Fund Yes Yes Yes~1 Yes
29 NJ Mutual Fund Yes Yes No      Yes~7
23 Old Bridge Mutual Fund No No No No
31 PGIM Mutal Fund No No No No
32 PPFAS Mutual Fund Yes Yes~5 No Yes
33 Quantum Mutual Fund No No No NA
34 Quant Mutual Fund Yes Yes Yes No
35 Samco Mutual Fund Yes~10 Yes No Yes
36 SBI Mutual Fund Yes Yes No Yes
37 Shriram Mutual Fund No No No NA
38 Sundaram Mutual Fund Yes Yes Yes~1 Yes
39 Tata Mutual Fund No No No NA
40 Taurus Mutual Fund Yes~5 Yes No Yes
41 Trust Mutual Fund Yes Yes No Yes
42 Union Mutual Fund No No No No
43 UTI Mutual Fund Yes~10 Yes Yes NA
44 WhiteOak Capital Mutual Fund Yes Yes Yes Yes
45 Zerodha Mutual Fund No No No No

~1 Online transactions permitted only through AMC website.

~2 Only physical lumpsum transactions

~3 Yes for USA resident; No for Canada Residents

~4 Only lumpsum purchase allowed if investor is present in India. A visa copy needs to be accompanied with it.

~5 Allowed if investor is present in India. A visa copy needs to be accompanied with transaction.

~6 Only lumpsum purchase allowed if investor is present in India. Investor has to submit US declaration, copy of Indian Passport or OCI Card, Vissa along with immigration IN stamp (Incase immigration IN stamp is older than       45 days then IPV has to be done by AMC employee)

~7 Allowed if investor is present in India. Declaration to be submitted at AMC Branch only

~8 Allowed if investor is present in India and visa copy is not mandatory.

~9 Only lumpsum purchase allowed if investor is present in India and visa copy is not mandatory.

~10 Folio shall have: indian mailing address; and registered bank account in India. US or Canada address as may be with KRA will not be consumed under folio. 

~11 Allowed if investor is present in India. Declaration must be mailed on [email protected] with subject line containing US declaration - user transaction number.

*** With a view to improve performance and enhance the high availability of MFU System, it has been decided that transactions older than the previous Financial Year i.e., transaction data prior to 1st April 2022 will be archived on 18th April 2023. * * *  “If you have any dispute against a listed company and or its Registrar and Share Transfer Agent (RTA) on delay or default in processing your request, as per SEBI circular dated 30.05.2022, you can file for arbitration with Stock Exchange.” For more details, please see the web links of the stock exchanges: BSE - http://tiny.cc/s1l2vz NSE – http://tiny.cc/s1l2vz * * * Please ensure to validate your Nomination Details registered under CAN. Click here to complete the validation if not already done. * * * Please ensure to verify your Contact Details registered under CAN. Click here to complete the verification if not already done. * * * Check out the Videos about MFU and the features offered. * * * Explore the new and improved Schedule Transactions feature using which you can register a Scheduled Purchase Plan (SPP), Scheduled Redemption Plan (SRP) and Scheduled Switch Plan (SSP) * * * Download the MFU Mobile App Distributor Mobile App goMF available for Android and IoS * * * Use the Connect menu on the top menu bar to lodge a Complaint / Query / Feedback. * * * MPIN / Touch ID based authentication is now enabled on the goMF app. Please update the App to start using this feature.