Disclosure Document

Financial Transaction Form

Additional Purchase Form and Redemption Form

Non-Financial Transaction Form

Client Mandate Change Form

Investor Charter

Investor Complaints Data - Dec 21

Investor Complaints Data - Jan 22

Investor Complaints Data - Feb 22

Investor Complaints Data - Mar 22

Investor Complaints Data - Apr 22

Investor Complaints Data - May 22

Investor Complaints Data - Jun 22

Investor Complaints Data - Jul 22

Investor Complaints Data - Aug 22

Investor Complaints Data - Sept 22

Investor Complaints Data - Oct 22

Investor Complaints Data - Nov 22

Investor Letter for Change in Control of IDFC AMC

Investor Complaints Data - Dec 22

Investor Complaints Data - Jan 23

Investor Complaints Data - Feb 23

Investor Complaints Data - Mar 23

Investor Complaints Data - Apr 23

Investor Complaints Data - May 23

Investor Complaints Data - June 23

Investor Complaints Data - July 23

Investor Complaints Data - August 23

ODR Website

Introduction Online Resolution Disputes PMS

Investor Complaints Data - September 23

Investor Complaints Data - October 23

Investor Complaints Data - November 23

Investor Complaints Data - December 23

Common SOP for reporting demise of an investor

Investor Complaints Data - January 24

Investor Complaints Data - February 24

Investor Complaints Data - March 24

Investor Complaints Data - April 24

Investor Complaints Data - May 24

Investor Complaints Data - June 24

Investor Complaints Data - July 24

Investor Complaints Data - August 24

Investor Complaints Data - September 24

Investor Complaints Data - October 24

Investor Complaints Data - November 24

Investor Complaints Data - December 24

Investor Complaints Data – January 25

Investor Complaints Data – February 25

Investor Complaints Data – March 25

Investor Complaints Data – April 25

Investor Complaints Data – May 25

Investor Complaints Data – June 25

Investor Complaints Data – July 25

Investor Complaints Data – August 25

Investor Complaints Data – September 25

Investor Complaints Data – October 25

Investor Complaints Data November 2025

Investor Complaints Data December 2025

Investor Complaints Data January 2026

Investor Complaints Data February 2026

Investor Complaints Data March 2026

Investor Complaints Data April 2026

Investor Complaints Data May 2026

Investor Complaints Data June 2026

Disclosure of Empaneled PMS Distributors

Investor Complaints Data July 2026

Investor Complaints Data Aug 2026

Fee Calculation Tool Equity PMS

Fee Calculation Tool Debt PMS