https://v2.webnotes.in/tags/claim/Recent content in Claim on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-claim-segregated-portfolio-recovery/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-claim-segregated-portfolio-recovery/<p><strong>Side pocket recovery</strong> is processed automatically by AMC. Investor action minimal beyond tax reporting.</p> <p><strong>Conflict-of-interest disclosure.</strong> This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.</p> <aside class="callout callout--note" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>Holding in side pocket folio.</li> <li>Active bank mandate.</li> </ul> </div> </aside> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <p>See the procedure infobox above for the five steps.</p> <aside class="callout callout--warn" role="note"> <strong class="callout__label">What can go wrong</strong> <div class="callout__body"><ul> <li><strong>Stale bank mandate</strong>: Update first.</li> <li><strong>Folio in transmission</strong>: Successor holder receives recovery.</li> </ul> </div> </aside> <h2 id="see-also">See also</h2> <ul> <li><a href="https://v2.webnotes.in/how-to-handle-segregated-portfolio-side-pocket/">How to handle segregated portfolio side pocket</a> </li> <li><a href="https://v2.webnotes.in/how-to-redeem-mutual-fund/">How to redeem mutual funds</a> </li> <li><a href="https://v2.webnotes.in/how-to-report-mf-capital-gains-itr/">How to report MF capital gains in ITR</a> </li> <li><a href="https://v2.webnotes.in/how-to-update-kyc-bank-mf/">How to update bank mandate on MF folio</a> </li> <li><a href="https://v2.webnotes.in/how-to-handle-cancelled-fund-merger-mf/">How to handle cancelled fund merger MF</a> </li> <li><a href="https://v2.webnotes.in/segregated-portfolio-mf/">Segregated portfolio (MF)</a> </li> <li><a href="https://v2.webnotes.in/side-pocket-mf/">Side pocket (MF)</a> </li> <li><a href="https://v2.webnotes.in/section-50aa-debt-mf/">Section 50AA (debt MF taxation)</a> </li> <li><a href="https://v2.webnotes.in/mutual-funds-india/">Mutual funds in India</a> </li> <li><a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">AMFI</a> </li> <li><a href="https://v2.webnotes.in/sebi/">SEBI</a> </li> </ul> <h2 id="external-references">External references</h2> <ul> <li><a href="https://www.sebi.gov.in/">SEBI</a> </li> <li><a href="https://www.amfiindia.com/">AMFI India</a> </li> </ul> <h2 id="references">References</h2> <ol> <li>SEBI Circular on Creation of Segregated Portfolio, December 2018.</li> <li>SEBI Master Circular for Mutual Funds.</li> <li>AMFI Best Practice Guidelines.</li> </ol>