Mutual fund transmission

Tue, 19 May 2026 00:00:00 +0000

Mutual fund transmission is the SEBI-mandated framework for transferring mutual fund units from a deceased investor to their legal heir(s) or nominee. The transmission process protects unit-holder interests while ensuring orderly succession of mutual fund holdings.

For surviving family members of a deceased mutual fund investor, the transmission process is the operational mechanism by which they take ownership of the deceased’s mutual fund units. The process differs significantly based on whether the deceased had a nominated person registered with the AMC.

Deceased on WebNotes

Mutual fund transmission