Downloads | Sunrise MF – AMFI Registered Mutual Fund Distributor

KYC Forms

Complete your KYC before investing. These forms are mandatory as per SEBI regulations.

Individual KYC Form

For individual investors

Non-Individual KYC Form

For companies & trusts

KYC Change Request Form

Update existing KYC details

Use these forms for purchase, redemption, and SIP transactions.

Form Name	Purpose	Format	Download
Purchase / SIP Form	New purchase or SIP registration	PDF	Download
Redemption Form	Full or partial withdrawal of units	PDF	Download
SIP Cancellation Form	Stop an existing SIP mandate	PDF	Download
Switch Form	Switch between schemes of same AMC	PDF	Download
SWP Form	Systematic Withdrawal Plan setup	PDF	Download
STP Form	Systematic Transfer Plan setup	PDF	Download
Bank Mandate / NACH Form	Auto-debit authorisation for SIP	PDF	Download
Nomination Form	Add / change nominee for folios	PDF	Download

Educational resources to help you invest smarter.

Everything a first-time investor needs to know about mutual funds in plain, simple language.

See how a ₹5,000/month SIP can build a ₹1 Crore corpus over 15 years with real examples.

How to save ₹46,800 in taxes every year using ELSS mutual funds under Section 80C.