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How to Surrender/Redeemed Mutual Fund Units?

Surrender or Selling your Mutual fund is call Redemption. It's a easy process to sale/redeem your mutual fund unit.


You can redeem all or part of your units any time you wish.


Fill up mutual fund  redemption form (Transaction Slip). This form is available from the mutual funds AMC office or can be downloaded from Internet itself. You will have to go to their office in person. You can also go to the nearest CAMS/Karvy office and fill up the redemption form directly from there.



The redemption form is vary easy to fill and all you need to put investor name, Folio no, Scheme Name,  number of unit redeem. (if you redeem all money write "All unit " ) and Just submit to Mutual Fund house or registrar.

All Mutual Fund Redemption Form (Transaction Form)

Contact us for Financial Advise in Pune Area. Email : raj402551@gmail.com  call : Rajendra 8007750904
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  1. venky6 सितंबर 2012 को 10:19 am बजे

    useful article

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  2. Unknown27 जुलाई 2013 को 4:47 pm बजे

    Whether the amount receivable on SURRENDER of mutual fund unit (not the income from mutual fund) is taxable or not.? If yes, is there any exemption or deduction for individual assessee.?

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  3. Rajendra Todkar27 जुलाई 2013 को 6:37 pm बजे

    Mutual Fund Equity Scheme is Tax Free & Non- Equity Scheme is Taxable.

    Equity Scheme
    Short Term Capital Gain (below 1 Year) 16.995%
    Long Term Capital Gain (above 1 year ) Nil

    Non- Equity Scheme
    Short Term Capital Gain (below 1 Year) -As per applicable Slab
    Long Term Capital Gain (above 1 year ) 11.33%

    Are you interest more details - I send you Mutual Fund Tax Reckoner PDF File

    mail me : rajendra at puneinvest.com or
    raj402551at gmail

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