How To Start Online SIP In IDFC Mutual Fund?

Finance Guru Speaks: This article will provide you information on how you can start SIP investments online in IDFC Mutual Fund.

If you are an existing IDFC Mutual Fund investor, then, first of all, get registered to its IDFC Mutual Fund website. You can follow the options mentioned here. Make sure to update your Email and Mobile correctly against your Folio No.

IDFC Mutual Fund - Start Online SIP

In this article, we have selected a random Debt Fund of this Fund House to start the SIP. You may select any other Mutual fund from this fund house, steps will remain the same.

Steps to follow to start online SIP in IDFC Mutual Fund:-

1. Open IDFC Mutual Fund home page and login using your credentials after clicking here:-

IDFC Mutual Fund - Login

2. On the Home Page, Click on Dashboard, as shown below:-

IDFC Mutual Fund - Start Online SIP

3. Against your Folio No., click on View Schemes:-

Click to enlarge - IDFC Mutual Fund - Start Online SIP

4. Now, click on Transact -> Systematic Investment Plan:-

Click to enlarge - IDFC Mutual Fund - Start Online SIP

5. Under SYSTEMATIC INVESTMENT PLAN, choose your Existing Folio (or create new Folio if you wish), select Direct to Distributor, add Scheme, Frequency as Monthly, enter SIP amount, Bank details, and SIP Start & End Dates. Click on Continue to start Online SIP:-

Click to enlarge - IDFC Mutual Fund - Start Online SIP

Click to enlarge - IDFC Mutual Fund - Start Online SIP

Click to enlarge - IDFC Mutual Fund - Start Online SIP

6. On the Next page, review the provided SIP Details and accept Terms & Conditions. Click on Complete Transaction:-

Click to enlarge - IDFC Mutual Fund - Start Online SIP

Click to enlarge - IDFC Mutual Fund - Start Online SIP

7. On the Next page, AMC Reference No. will be generated. Login to your Bank account and add this as a Biller to register for SIP deductions.

Click to enlarge - IDFC Mutual Fund - Start Online SIP

Congratulations on your successful Online Direct SIP registration of IDFC Mutual Fund :-)

Note: If you have any issues in adding this SIP in your Bank as Biller then let us know. Incase you are trying to deduct the SIP amount from Kotak Mahindra Bank, Axis Bank, or HDFC Bank, then you can follow the below articles on how to register for Mutual Fund SIP deductions from Internet Banking.

 How To Online Invest In Mutual Fund SIP Using HDFC Net Banking?

 6 Easy Steps To Register Mutual Funds SIP In Kotak Mahindra Bank

How To Register Mutual Funds SIP Auto-Payment In Axis Bank?

Images Courtesy: IDFC Mutual Fund

Also read:

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 More Articles on SIP