Rematerialisation on WebNotes

How to convert mutual fund units from demat to folio (rematerialisation)

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

Rematerialisation (demat → SoA / folio) is the reverse of dematerialisation. Useful for investors who want to exit demat-mode holdings and revert to folio operations, often to avoid annual demat AMC charges or to use the holdings via MFU / MF Central / CAMS / KFin AMC-direct operations.

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Dematerialisation and rematerialisation of mutual fund units

Mon, 18 May 2026 00:00:00 +0000

Dematerialisation is the process of converting mutual fund units from non-demat (folio) mode to dematerialised (demat) mode, with the units held in the investor’s demat account at CDSL or NSDL rather than as a folio entry at the AMC. Rematerialisation is the reverse process: converting demat-mode units back to folio mode. Indian mutual fund units can be held in either mode, and the choice of mode has implications for transferability, pledge mechanics, tax-statement consolidation, and exchange-listed scheme participation.