How to rematerialise mutual funds?
Rematerialisation is the process of converting units from demat mode to physical mode, RTA mode, or offline mode.
To rematerialise mutual funds, submit the following documents:
- 2 Remat request forms (PDF) signed in signature with DP and signature with RTA fields for each ISIN, fund, or folio.
- Self-attested Address proof. Proof can be any one of the following: Voters ID, driving licence, passport, Aadhaar, bank statement. If an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted, To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
- Self-attested PAN.
- 1 Annexure (DOC) for each mutual fund signed in the signature with DP and the signature with RTA fields.
Courier the documents to:
Zerodha,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078
Charges for rematerialisation
| Type | Charges (₹) + 18% GST |
| Rematerialisation request per scheme | 150 |
| Rematerialisation request for ELSS funds per investment¹ | 150 |
| Courier charges since Zerodha couriers the forms to the RTA | 100 |
See the tariff sheet (PDF) to learn more about the charges.
Note
¹ If an ELSS investment is made using SIPs, rematerialisation charges will be levied for every instalment. Assume 10 monthly SIPs are made into an ELSS fund, and a rematerialisation request is placed. Charges will be applicable for each individual SIP instalment.
Did you know? Rematerialisation of mutual funds can take up to 25 working days.
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