SBI Mutual Fund – Bandhan SWP

Bandhan SWP – A Family solutions initiative by SBI Mutual Fund

Making a difference for those who matters the most for us


Bandhan SWP is a Systematic Withdrawal Plan (SWP) facility which allows you to withdraw a fixed amount regularly
from your existing investments in eligible open-ended mutual fund schemes. The amount can be directly credited to
the bank account of your spouse, parents, children or siblings, thus allowing you to give financial support to your
loved ones in a seamless and hassle-free way.

What is Bandhan SWP


Bandhan SWP is a Systematic Withdrawn Plan that gives Regular payouts to your loved ones from your mutual fund investments.

The beneficiary of this plan can be any one of the following:- Spouse, Parents ,Children or Siblings ( 15 Years or above). The beneficiary can not be an NRI.


How Bandhan SWP works


Choose Scheme:- Investor chooses investment scheme under growth option. Scheme could be either open ended Equity oriented or open ended debt oriented scheme of SBI mutual fund. Aggressive investor can choose any open ended equity oriented scheme from which bandhan SWP can be initiated for long duration and investor can embrace regular payout to your loved ones and capital appreciation too.

Initiate Bandhan SWP:- Bandhan SWP enrollment is done by specifying Beneficiary details, withdrawal amount & duration details. All the necessary documents of beneficiary like Proof of Address, Proof of Identity, Relationship Proof and Bank Account Proofs is submitted at the time of enrollment.

Download detailed presentation SBI Mutual fund Bandhan SWP Presentation

No Transaction Charges on any Investment Amount.

To Invest


Application Form can be downloaded via Application Form Bandhan SWP SBI Mutual Fund

Cheque will be drawn in favor of Scheme name.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments


HDFC Retirement Savings Fund

 HDFC Retirement Savings Fund

Scheme Type:-

An Open Ended Notified Tax Savings Cum Pension Scheme.

Investment Objective:-

The investment objective of the Investment Plans offered under the Scheme is to generate a corpus to provide for pension to an investor

in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity, equity related instruments and/or Debt/Money Market Instruments.

Plans Available:-

  • HDFC Retirement Savings Fund – Equity Plan
  • HDFC Retirement Savings Fund – Hybrid- Equity Plan
  • HDFC Retirement Savings Fund – Hybrid- Debt Plan

HDFC Retirement Savings Fund- Equity Plan

This Scheme is suitable for investors seeking:-

  • A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
  • Investment predominantly in equity and equity related instruments

Minimum Application Amount:-

Rs. 5000 and any amount thereafter.

HDFC Retirement Savings Fund- Hybrid-Equity Plan

This Scheme is suitable for investors seeking:-

  • A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
  • Investment predominantly in equity and equity related instruments & balance in debt and money market instruments.

Minimum Application Amount:-

Rs. 5000 and any amount thereafter.

HDFC Retirement Savings Fund-Hybrid- Debt Plan

This Scheme is suitable for investors seeking:-

  • A corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.
  • Investment predominantly in debt and money market instruments & balance in equity and equity related instruments.

Minimum Application Amount:-

Rs. 5000 and any amount thereafter.

No Transaction Charges on any Investment Amount.

To Invest

Application form can be downloaded via Application Form HDFC Retirement Savings Fund

Cheque will be drawn in favor of HDFC Retirement Savings Fund- Regular

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments