Redeeming Your Kotak Mutual Fund Units


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  • There are three ways to redeem your Kotak Mutual Fund units: online, offline through a branch, or with your advisor. This guide will walk you through the offline and online redemption processes.

    Offline Redemption

    1. Download the Redemption Form: You can find the Kotak Mutual Fund Redemption Form online or pick one up at a Kotak Mutual Fund office or Download from here.
    2. Complete the Form: Fill in the following details:
      • Investor Name
      • Folio Number
      • PAN Number
      • Scheme Name
      • Amount or Units to Redeem (Select "All Units" if you want to redeem everything)

    3. Submit the Form: Visit your nearest Kotak Mutual Fund office or CAMS Registrar office and submit the completed redemption form.

    Online Redemption

    New Users:

    1. Create a User ID: Visit the Kotak Mutual Fund Login Page and click on "Create User ID." Enter your Folio Number and PAN Card Number to begin the registration process.
    2. Log In: Once you have your User ID, return to the Login Page and enter your credentials.

    Existing Users:

    1. Log In: Visit the Kotak Mutual Fund Login Page and enter your User ID and password (or use OTP if enabled).
    2. Redeem Your Units: On the homepage, click "Transact Now" and select the fund you want to redeem from. Follow the on-screen instructions to complete the redemption process.
    3. Confirmation: You'll receive a confirmation message via email or mobile phone. The redeemed funds will be credited to your bank account within T+3 working days (equity funds).

    Additional Tips

    • You can use a common transaction form for redemption in most mutual funds.
    • Refer to the Kotak Mutual Fund Portfolio article for more information on managing your Kotak Mutual Fund investments.

    Remember:

    • The cut-off time for determining the day's NAV (Net Asset Value) is typically 3 PM. Redemption requests submitted before 3 PM will be processed at the current day's NAV.
    • It's always a good idea to check with your advisor before redeeming your mutual fund units.

    Step 1First Visit to Kotak Mutual Fund Login Page

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    Rajendra Todkar is an experienced finance, investment, and insurance writer with a passion for educating readers about personal finance and helping them make informed decisions. With over 15 years of dedicated experience in the field, Rajendra Todkar has established a strong reputation for providing valuable insights and practical advice.
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