Investments
Orders
SIP
How do I import my external funds on Religare?
You can download the conversion of Mutual Funds from the web portal download section.
What is a lump sum investment?
A lump sum investment entails committing the entirety of available funds from an investor. For example, if an individual intends to invest all of their available capital into Mutual Funds or comparable investment vehicles, it would be classified as a lump sum investment.
Which NAV date will be considered for the units allotted to me?
If the order is submitted before the cut-off time, the units will be allotted according to the NAV of the day the order was placed and executed. However, if the order is placed after the cut-off time, the units will be allotted based on the NAV of the following working day, as the order execution occurs on the subsequent working day.
How long will it take for the allotment of NFO (New Fund Offer)?
After the subscription process of a New Fund Offering (NFO) is successfully concluded, the Mutual Fund Company allocates Mutual Fund units to investors participating in the newly launched scheme. It is mandatory for Mutual Fund companies to complete this allocation within five days, following the closure of the subscription period.
What AMCs does Religare offer?
He is the list of AMCs:
- Aditya Birla Sun Life Asset Management Company
- Axis Asset Management Company
- Bank of India Asset Management Company
- Baroda BNP Paribas Asset Management Company
- Canara Robeco Asset Management Company
- DSP Asset Management Company
- Edelweiss Asset Management Company
- Franklin Templeton India Asset Management Company
- HDFC Asset Management Company
- HSBC Asset Management Company
- ICICI Prudential Asset Management Company
- IDBI Asset Management Company
- IDFC Asset Management Company
- IIFL Asset Management Company
- Invesco Asset Management Company
- Kotak Mahindra Asset Management Company
- LIC Asset Management Company
- Mahindra Manulife Investment Management Private Limited
- Mirae Asset Management Company
- Motilal Oswal Asset Management Company
- Nippon India Asset Management Company
- Parag Parikh Financial Advisory Services Asset Management Company
- PGIM India Asset Management Company
- Quant Asset Management Company
- Quantum Asset Management Company
- SBI Asset Management Company
- Samco Asset Management Company
- Shriram Asset Management Company
- Sundaram Asset Management Company
- Tata Asset Management Company
- UTI Asset Management Company
- WhiteOak Asset Management Company
I am not able to view my SIP order that I placed recently?
- Login to Dynami App with your login credentials.
- Go to Menu. - select mutual funds.
- Click on Reports followed by OrderBook and check order placed for SIP.
- If you encounter difficulties viewing your order, clear the cache data on your mobile device. If the issue persists, please contact us at wecare@religare.com for further assistance.
How to place a Mutual Fund SIP order on Religare?
1: Login to Dynami App with your login credentials.
2: Go to Menu.- select mutual funds.
3: Click on Transact under Mutual Funds in the main menu.
4: Fill in the required details e.g. select AMC name, select the scheme etc and proceed for payment.
How do I see my Mutual Fund order history?
1: Login to Dynami App with your login credentials.
2: Go to Menu.
3: Click on Transact under Mutual Funds in the main menu.
4: Click on reports, followed by OrderBook, and checkorder placed for SIP.
5: If you encounter difficulties viewing your order, clear the cache data on your mobile device. If the issue persists, please contact us at wecare@religare.com for assistance.
What are the different order statuses for SIP and Lump sum?
Some common order status for both SIP and lump sum investments are as below:
Pending: This status indicates that the order has been placed but has not yet been executed. It's in the queue, waiting for processing.
Processing: The order is being processed by the Mutual Fund company or the intermediary (investment platform). This status means that the transaction is in progress.
Executed: The order has been successfully processed, and the investment has been made. For SIP, this status indicates that the scheduled installment has been successfully deducted from your account and invested in the Mutual Fund. For lump sum investments, it means that the entire amount has been invested.
Rejected: The order has been declined or rejected by the Mutual Fund company or the intermediary. This could be due to various reasons such as insufficient funds, incorrect information provided or other issues.
Cancelled: The order has been canceled either by the investor before the order execution or by the Mutual Fund company or intermediary due to some specific reason.
What are the different SIP statuses?
In the context of Mutual Funds and SIPs, the common status or terms associated with SIP transactions are:
Active: This status indicates that the SIP is currently ongoing, and the investor's contributions are being regularly invested according to the predetermined schedule.
Paused/ Suspended: Some Mutual Fund platforms allow investors to pause or suspend their SIP temporarily. This means, for a specified period, the scheduled SIP contributions are halted but the investor retains ownership of the existing units.
Completed/ Terminated: This status indicates that the SIP period has concluded and the investor has completed the planned series of contributions. Alternatively, it may indicate that the investor has chosen to terminate the SIP before its originally planned tenure.
Failed/ Rejected: If there is an issue with processing a SIP transaction such as insufficient funds or incorrect details, the status may be marked as failed or rejected.
Pending/ Processing: This status may be used when a SIP transaction is in the process of being executed, but the final outcome is not yet determined.
When will my investment appear in my portfolio?
If you initiate a transaction (buy or sell) prior to the specified cut-off time on a business day, you will receive the units in your account within two working days. Transactions initiated after 3:00 PM will be processed on the following business day. Please note the cut-off timing for different funds:
- Equity, Hybrid and Debt Funds – 3:00 PM (Monday – Friday)
- Liquid Funds – 1:30 PM (Monday – Friday)
What will happen if I do not have sufficient balance in my bank account on SIP due date?
If you happen to miss a payment for your SIP, there is no need for immediate concern. Your SIP request will be initiated again. However, if you miss two consecutive SIP payments, it could result in the termination of your SIP. It's important to be aware that your bank might impose charges for low balance incidence. It's advisable to stay informed about any associated fees with your linked bank.
Can I change the SIP date or frequency?
No, you cannot modify SIP date or frequency for an existing SIP. To do the same you need to cancel the existing SIP and then place a new SIP order with the desired date and frequency.
Get in Touch
1860-25-88888 | wecare@religareonline.comSingle contact point for all queries
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