Know About Fund Switch

Yes, you can move from one fund to another either by Switching or by Redirecting your Premium.

Switching is the option under which you can move some or all your Units from an existing Fund into one or more Funds at the respective Unit Price on the day the Switch is effected, by writing to us for the same. However, we recommend you spend some time with your financial advisor to understand your appetite for risk and choose a fund that is suitable to your profile.

These limits for switching will vary based on your plan. At present, under the IndiaFirst Smart Save Plan and IndiaFirst Young India Plan, all Switches are subject to the following limits -

The charges for switching will vary based on your plan. Currently, under the IndiaFirst Smart Save Plan and IndiaFirst Young India Plan, no Switching Charges are applicable. You are allowed two free switches every month. We may change the present terms and conditions applicable to Switches with the prior approval of the Regulatory Authority.

Switches will not be affected if the Plan has discontinued.

If you have any further queries about switching funds make sure you discuss them with your financial advisor or speak to our representatives through the Live Video Helpline.