How to add funds in the Mutual Fund Ledger?

You can add funds in the Mutual Fund Ledger using the following ways:

1. UPI

You can add funds using UPI ID linked to the selected bank account. There are no additional charges for payments through UPI.

Follow the steps:

Login to 5paisa Mobile App >> Click on Menu >> Trade >> Funds >> Click on Add funds>> Select Mutual Fund ledger >> Enter amount >> Click on UPI >> Click on Add Funds >> Select the application from which you wish to transfer funds.

Refer below screenshot:

 

2. Net Banking

If you wish to transfer funds from your bank A/c to your Mutual Fund A/c, you need to have net banking facility to be activated.

We have payment gateway available for list of 44 banks:

Sr.No.	Bank names
1	Andhra Bank
2	Axis Bank
3	Bharat Co-operative Bank Mumbai Limited
4	Bank of Baroda
5	Catholic Syrian Bank Limited
6	Canar Bank
7	Central Bank of India
8	City Union Bank Limited
9	Corporation Bank
10	DCB Bank Limited
11	Dena Bank
12	Deutsche Bank
13	Development Bank of Singapore
14	Dhanalakshmi Bank
15	Federal Bank
16	G P Parsik Bank
17	HDFC Bank
18	ICICI Bank Limited
19	IDBI Bank
20	IDFC Bank Limited
21	Indian Overseas Bank
22	Indian Bank
23	IndusInd Bank
24	Jammu and Kashmir Bank Limited
25	Janata Sahakari Bank Limited
26	Karnataka Bank Limited
27	Karur Vysya Bank
28	Kotak Mahindra Bank Limited
29	Laxmi Vilas Bank
30	Oriental Bank of Commerce
31	Punjab and Sind Bank
32	Punjab National Bank
33	RBL Bank Limited
34	Saraswat Co-operative Bank Limited
35	South Indian Bank
36	State Bank of India
37	Tamilnad Mercantile Bank Limited
38	The Cosmos Co-operative Bank Limited
39	The Shamrao Vithal Co-operative Bank Limited
40	UCO Bank
41	Union Bank of India
42	United Bank of India
43	Vijaya Bank
44	Yes Bank

Follow the steps:

Login to our 5paisa Mobile App >> Menu >> Trade >> Funds >> Click on Add funds >> Select Mutual Fund ledger >>  Enter amount >> Click on Net banking >> Click on Add Funds. It will redirect to your bank website. Login your bank credentials and the amount will be credited in your Mutual Fund A/c.

Note: If you transfer funds through our Payment Gateway, following transaction charges are applicable,

Charges	Optimum Plan	Platinum Plan	Titanium Plan
Net banking - Pay In	Rs. 10	Free	Free

 

3. IMPS

 

Get instant credit by transferring your funds with NO document proof!

 

Note: Funds should be transferred from your registered bank account mapped with your 5paisa account.

Add 5Paisa as Beneficiary using the following steps:

 

Step 1: Login with your credentials on your bank website

Step 2: Click on Funds Transfer

Step 3: Click on Add Beneficiary

Step 4: Enter Beneficiary Name, Beneficiary Account No. and IFS Code

Beneficiary Name (Virtual Ac No.)	5PAISA
Payee Name/Beneficiary Ac No.	5PMUFU
IFS Code   Bank & Branch Name	YESB0CMSNOC  (5th character indicates ZERO.) Yes Bank, CMS National Operating Centre MMR
Account Type	Current

Step 5: Select Account Type as CURRENT

Note: In case, if you find difficulty using Bank’s Mobile Application feature, try using through bank’s website login.

• Related Articles

• What is the difference between Mutual Fund and SIP?

  Mutual Funds are investment instruments that collect investors money and invest in various securities in order to get returns on the investments. The money invested is managed by a professional fund manager. SIP is just a way of investing a fixed ...

• How to Unpledge the mutual fund?

  Sorry for the inconvenience caused but we no more offer the service where you can pledge your mutual funds. Furthermore, the service to unpledge the pledged mutual funds was also closed from our end effective 27th March 2022, from both the ...

• How to redeem Pledged mutual funds ?

  A customer cannot directly redeem mutual funds which are pledged. They will have to first unpledge these units then place a redemption order.

• How to add funds in Mutual Funds using IMPS?

  This service is currently unavailable. Please try again later.

• Where can I see the margin received against pledged funds?

  Once a customer has successfully pledged his holding units, it will take up to 10 minutes for the margin to be updated in the system. Once the system is updated, the customer can check the collateral in the mutual funds section of the funds page. On ...