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Prerequisites

Before starting a SIP, ensure that:

  • Your KYC is completed.

  • You have an active bank account.

  • Your PAN is linked with your investment account.

  • You have selected the mutual fund scheme suitable for your financial goals.

Steps to Start a SIP

  1. Visit the HDFC Mutual Fund website.

  2. Log in using your registered credentials.

  3. Navigate to Invest > Start SIP.

 

       4. Select the desired mutual fund scheme.

      5. Enter:

  • SIP Amount

  • SIP Frequency (Monthly/Quarterly)

  • SIP Date

  • Investment Duration

     6. Complete the bank mandate (One Time Mandate or Net Banking).

     7. Review all entered details.

     8. Submit the application.

     9. A confirmation message will be displayed after successful registration.

 

Expected Outcome

  • SIP registration is completed successfully.

  • Future installments will be automatically debited as per the selected schedule.

  • You can monitor your SIP through your online account.

Notes

  • SIPs can usually be modified or cancelled online.

  • The investment remains in the selected scheme even if the SIP tenure ends, unless units are redeemed.

  • Returns depend on market performance and are not guaranteed