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MUTUAL FUNDS Aditya Birla Sun Life Mutual FundCommon Application Form For Resident Indians and NRIs/FIIs/FPIs (Please read the instructions before filling up the form. All sections to be completed.

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How to fill out the Absl Common Application Form online

Filling out the Absl Common Application Form online can streamline your investment process in mutual funds. This guide provides step-by-step instructions for a clear and efficient completion of the form.

Follow the steps to successfully complete the application process.

  1. Click ‘Get Form’ button to obtain the form and open it in the respective online platform or editor.
  2. Complete the 'First Applicant Information' section. Provide your name as it appears on your PAN or Aadhaar card, fill in the date of birth, and include PAN/PEKRN, Aadhar card number, and CKYC number, ensuring all details match your identification documents.
  3. If applicable, fill in the details for the 'Second Applicant' and 'Third Applicant' in the same manner, providing necessary identification information for each individual.
  4. Select the 'Mode of Holding' by ticking the appropriate box: Joint, Single, or Anyone or Survivor. Ensure clarity in the entries.
  5. In the 'Bank Account Details' section, provide your bank's name, branch address, account number, and IFSC code, along with account type by choosing from the options available.
  6. Fill out the 'Investment Details' section. Specify the scheme name, the plan/option, and the investment amount. Ensure to write the cheque or DD favoring the correct scheme name.
  7. Indicate your occupation and gross annual income in the respective sections, ensuring to tick the appropriate boxes.
  8. Complete the 'Demat Account Details' (if applicable) with the accurate sequence of names as listed with your depository participant.
  9. Provide nominee details, if desired, and ensure allocation percentages are clear. If not nominating, sign the form to indicate your choice.
  10. Read and agree to the declarations by signing the form, confirming that all information provided is accurate and true.
  11. Once all sections are completed, review the form for any errors, then save your changes. You can download, print, or share the completed form as needed.

Complete your application process online and take the next step towards your investment goals.

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Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.06% & 16.79%. The Aditya Birla Sun Life Focused Fund comes under the Equity category of Aditya Birla Sun Life Mutual Funds.

Online Redemption through Trade or Demat Account Log in to your merchant or demat account. Go to the mutual fund part of the account. Select the mutual fund scheme from which you want to redeem the units. Set the number or price of units to be purchased. Confirm the acceptance request.

Report the amount shown in box 2a of Form 1099-DIV on line 13 of Schedule D (Form 1040), Capital Gains and Losses. If you have no requirement to use Schedule D (Form 1040), report this amount on line 7 of Form 1040, U.S. Individual Tax Return or Form 1040-SR, U.S. Tax Return for Seniors and check the box.

Download Mutual Fund Forms - Aditya Birla Sun Life Mutual Fund. ABC Home.

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.

Dividend Income - Whether the dividend is received from a debt mutual fund or an equity mutual fund, it is considered as the investor's income and added to his total income under the head income from other sources. A salaried individual can disclose such income in ITR-1 under 'Income from other sources. '

It is preferable to use CAPITAL LETTERS TO FILL THE FORM. Please fill the form in clear legible writing. Nomination: If the nominee is minor then name & signature of the Guardian is necessary. Also, fill in the date of birth (DOB) of the minor.

It is preferable to use CAPITAL LETTERS TO FILL THE FORM. Please fill the form in clear legible writing. Nomination: If the nominee is minor then name & signature of the Guardian is necessary. Also, fill in the date of birth (DOB) of the minor.

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