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How To Switch Your Funds Online In Franklin India Mutual Fund?



Finance Guru Speaks: Do you want to SWITCH online in Franklin Templeton Mutual Funds and transfer the units/amount in a new fund on your own? If yes, then this article is of your interest!

If you are an existing Franklin India Mutual Funds investor, then first of all get registered to its Franklin Templeton Investments India website.

Please click this link and follow the instructions to get your Folio No. registered with the Franklin India website.

After successful registration, you will get your Username and Password to access Franklin India MF Online.

Steps to follow to Switch your Funds Online in Franklin Templeton Mutual Fund :-


1. Open Franklin Templeton Investments India - Investor Login website.

2. Provide your Username and Password and click on LOGIN button.
Franklin Templeton Login Page
Franklin Templeton Login Page
3. In the Home page, click on My Portfolio -> Overview as shown below:-
Franklin India Portfolio Overview
Franklin India Portfolio Overview

4. In the Next Screen, under Summary of Investments, select the fund which you want to switch from, as shown below :-
Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online

5. In the Next Screen, select the preference as Direct and click on CONTINUE :-


Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online

6. Select Source Fund and click on CONTINUE :-
Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online
7. Select Target Fund and click on CONTINUE :-
Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online
8. Select Switch Type and CONTINUE :-
Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online
9. Confirm the Switch transaction after checking the details :-

Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online
Franklin India - Mutual Fund Switch Online

Congratulations on your successful Online Switch in Franklin India Mutual Fund :-)


Images Courtesy: Franklin Templeton Mutual Fund


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