Taurus Mutual Fund

"Transact Online" is a service offered on www.taurusmutualfund.com for investors of Taurus Mutual Fund whereby they can Purchase, Redeem or Switch units of Taurus Mutual Fund Schemes online. Currently, this facility is offered for all the Equity & Debt Schemes of Taurus Mutual Fund. [See **Exception 6) below]. Investors can also view their portfolio, transaction summary and download Statement of Account (SOA) online.

PS: For optimum result, please use Internet Explorer ver. 7 or above.

Following is the list of schemes of Taurus Mutual Fund, currently available for online transactions –

Equity	Debt	Liquid**
Taurus Star Share	Taurus Ultra Short Term Bond Fund	Taurus Liquid Fund
Taurus Ethical Fund	Taurus Dynamic Income Fund
Taurus Infrastructure Fund	Taurus Short Term Income Fund
Taurus Bonanza Fund
Taurus Discovery Fund
Taurus Nifty Index Fund
Taurus Tax Shield
Taurus Banking & Financial Services Fund

^^ Applicable during Specified Transaction Period (STP) only
** Exception - [see 5)].

New/First time investors as well as Existing investors can use Transact Online provided they belong to any one of the
following categories -

Resident Indian Individuals
HUF
Parent /Lawful Guardian on behalf of Minor
Non-resident Indians and Persons of Indian Origin residing overseas, on a full repatriation basis, as per the
applicable RBI regulations.

Non-Individual Investors will ONLY be able to create an online pre-filled application form with all their relevant details. For actual investment, they will have to submit this form along with a purchase cheque & relevant documents and submit it to the nearest Taurus Mutual Fund branch or KFin Technologies Pvt Ltd, Hyderabad as per address in 7-iii) . Please contact us, as per 34) below, for more details

New/First time investors or Existing investors, wanting to create a new folio, can make a new/first Purchase**
transaction without any requirement of User ID or TPIN. Also see 7-iii).

Existing investor with User ID & TPIN can also do the following transactions online

Additional Purchase**
Redemption
Switch** between schemes/plan/options
View Portfolio, statement of accounts, transaction summary, SIP details
Request for statement of accounts by e-mail or print it.

To create a User ID , go to ‘Register’ and fill-up the online Registration form. The User ID has to be a valid email, as provided by you. The User ID can be the same or different from your Registered email id in the folio. After Registration, a confirmation mail would be received by the investor at his User ID email. This Registration can be done anytime by the investor. However, the User ID & password can be used for all further transactions only after the new/first purchase is processed and accepted.

i) Existing Investor without TPIN -
- For all existing/old folios, the Unit Certificates (where applicable) need to be submitted and SOA issued
- The existing folio should not be via online Channel Partner route or in Demat mode. If yes, then go to 7-iii) New/First time Investor, below.
- E-mail id of the First holder is mandatory. If not, then get the same registered by way of a signed instruction or call our Toll Free number for details on email updation.
- KYC verified PAN no. of all holders should be updated in the folio and is mandatory.
- Complete bank account details with the new, up to 16-digit, Core Banking Solution (CBS) account no., Bank name & branch details, IFSC & MICR code are mandatory in the folio. Also, see 17) – 21) below
- Once all the above conditions are fulfilled, a Transaction Personal Identification Number (TPIN) can be generated as per 9). Then go to 7-ii) below
If any of the above conditions are not fulfilled in a folio, then the TPIN cannot be generated. The investor is requested to arrange to fulfill the above conditions at the earliest
Existing Investor with TPIN
- Use your existing User ID & Password to log in.
- Register online - ‘click here’ to create your User ID instantly
New/First time Investor –
- Start with ‘New Purchase’ by selecting the relevant Scheme Category
- Fill up all the relevant details & make the online payment via Net banking or Visa debit card
- The pre-filled application form will be emailed to your registered id
- Print the pre-filled application form & get it signed by all holders
- All manual/handwritten modifications need to be countersigned by all holders, as per mode of holding.
The following documents are required to be Couriered / Registered post to the address below –
1. Signed Pre-filled application form
2. Cancelled original cheque of the new bank mandate with first unit holder name and bank
  account number printed on the face of the cheque OR Self attested copy of bank statement OR Bank
  passbook with current entries not older than 3 months OR Bank Letter, with your account details, duly
  signed by branch manager/authorized personnel clearly showing his/her sign, name, designation, employee id & Bank/Branch seal.
3. Self attested copy of PAN card of all holders, &
4. KYC Acknowledgement letter of all holders
PS: If your purchase is in the Dividend Sweep option, then submit a completed & signed – Dividend Sweep Option
(DSO) form. (Available on –> Downloads – Service Related Forms)

KFin Technologies Limited
Unit: Taurus Mutual Fund,
KFintech Selenium Tower- B,
Plot No 31 & 32, Financial district,
Nanakramguda, Serilingampally Mandal,
Hyderabad - 500032 India

Please note that the above set of completed & correct documents need to reach the above mentioned address within 10 calendar days from the date of transaction, in absence of which you will not be able to make any further transactions in this folio.

If we do not receive your documents within 10 calendar days from the transaction date or receive incomplete/erroneous documents, we will inform you by way of an email to your registered id so that the same can be rectified from your end and re-submitted.

Once all documents are in order, your first/new purchase will be accepted & processed and you will receive an email confirming the same. After this, you will need to proceed as per 9) below.

Transaction Personal Identification Number (TPIN) is a 5-digit number that allows an investor to access their details via the Toll Free number. The same TPIN also allows an investor to make online transactions using the facility – Transact Online.

For all Folios which fulfill the conditions as in 7-i), and where the mode of holding is – Single or Anyone/ Survivor - TPIN generation can be done instantly either via the “Online TPIN generation” module on the website or via the Interactive Voice Response (IVR) system on our Toll Free number 1800 108 1111.
For all folios which fulfill the conditions as in 7-i), and where the mode of holding is – Joint – TPIN generation will be done via submission of the TPIN Agreement form.

Investors, with mode of holding – Joint, need to go to “TPIN Agreement” on the website, provide the folio number, then download & print the TPIN Agreement form . All the particulars should be filled-up and all the pages of the Agreement should be signed by all the holders, irrespective of the mode of holding. All corrections/modifications on the form need to be counter-signed by all holders

Email id & Mobile number of the first holder is mandatory requirement. Please write on the form even if the relevant column is not available & countersign the same. The completed form should be sent to the following address

KFin Technologies Limited
Unit: Taurus Mutual Fund,
KFintech Selenium Tower- B,
Plot No 31 & 32, Financial district,
Nanakramguda, Serilingampally Mandal,
Hyderabad - 500032 India

If the investor has more than one account/Folio number and the mode and order of holding are same for all account numbers, subject to a maximum of three account numbers per form, he/she can give the particulars of these account numbers in a single TPIN Agreement form. A single TPIN will be generated and allotted to each holder for all such account numbers applied for in the TPIN Agreement form.

The investor needs to fill up separate TPIN Application forms if the mode or order of holding differs and in such cases for each Account/Folio number, a separate TPIN will be generated and allotted to each such holder.

On receipt of a valid TPIN Agreement form, the same will be processed & the TPIN would be couriered to the first holder's mailing address, registered with us, within 7 business days.

On receipt of the TPIN, the investor must use it to associate/map the Account/Folio Number to the User ID s/he has created after the online Registration. Once the association/mapping is complete, the investor can Transact Online

When submitted in physical mode, all unit holders are required to sign the TPIN Agreement form in the order of unit holding irrespective of the mode of holding

TPIN via Toll free number IVR – An investor generates his/her own 5-digit TPIN instantly by following the IVR.

TPIN via Online TPIN Generation module – After completion of the relevant steps online, the TPIN is immediately emailed to the registered email id(s) in a password protected file.

TPIN via physical form - On receipt of a valid TPIN Agreement form – where the folio is in ‘Joint’ mode of holding - the same will be processed & the TPIN (for all unitholders, as applicable) would be couriered to the registered mailing address , within 7 business days. For all other folios, no physical TPIN will be sent; instead, an email will be sent with the details on how to generate the TPIN from our website or via our Toll Free number instantly.

For security reasons, the TPIN will become invalid if it is entered incorrectly three times in a row.

The investor is required to follow the steps for the new TPIN generation as described in 9)above

Yes, by using the relevant IVR options, after dialing the Toll Free number, the TPIN can be modified/changed instantly. However, if you do not wish to do it then you can simply create a new TPIN as per 9). After each new TPIN generation, the earlier TPIN will automatically get disabled.

After the investor receives the TPIN, s/he can associate the Account/Folio number to the User ID created by him/her as a one-time activity during Registration. This mapping/association process requires the TPIN of the first holder. Having associated one or more than one Account/folio Number as above, s/he can change the TPIN for all these Accounts/ holders to a common TPIN of his/her choice for ease of transaction.

Once the Account/Folio Number is associated with the User ID, the investor could do the following transactions online:

The investor can do commercial transaction such as purchase, redemption and switches in all the eligible** [see 5) & 22)] schemes under the various Account/Folio Numbers that have been associated.
The investor can view portfolio details at one click
The investor could change the TPIN to a common TPIN for all the associated folios.

If the investor forgets the password, s/he needs to click on the “Forgot Password' link on the Log-in page and provide their User ID. The investor will then be asked to answer the Hint Question that will enable us to validate their User ID and Folio. Once the answers are matched, the password will be emailed to the investor’s User id immediately

All Visa Debit Cards are allowed to be used for online purchase via our website. Online Netbanking payment arrangement for purchase is also available with a select list of banks given below. If the investor is the account holder with any of these banks and s/he is registered with the bank for internet banking facility, then s/he can make the online purchase. We will take the investor to his/her bank's site through the secured payment gateway where the investor can authorize the bank to debit his/her account or use the Visa Debit Card and transfer the amount s/he wishes to invest in Taurus Mutual Fund Scheme.

Presently, the following list of banks is available for Online Net banking payment via Transact Online –

Allahabad Bank	Development Credit Bank	Karur Vysya Bank	State Bank of Bikaner & Jaipur
Andhra Bank	Dhanlakshmi Bank	Kotak Bank	State Bank of Mysore
Axis Bank	Federal Bank	Laxmi Vilas Bank – Corporate	State Bank of Patiala
Bank of Baroda – Corporate	HDFC Bank	Laxmi Vilas Bank - Retail	State Bank of Travancore
Bank of Baroda – Retail	ICICI Bank	Oriental Bank of Commerce	Syndicate Bank
Bank of Bahrain & Kuwait	IDBI Bank	Punjab National Bank – Retail	Tamilnad Mercantile Bank
Bank of Maharashtra	Indusind Bank	Punjab National Bank – Corporate	Union Bank of India
Central Bank of India	Indian Bank	South Indian Bank	UCO Bank
Canara Bank	ING Vysya Bank	Shamrao Vitthal Co-op. Bank	Vijaya Bank
Corporation Bank	Indian Overseas Bank	State Bank of Hyderabad
Deutsche Bank	Karnataka Bank	State Bank of India

Yes. All netbanking payments will be accepted subject to the fulfillment of requirement that no Third-party payment is used for any mutual fund subscriptions. New/first time purchase will only be accepted provided the bank details used for netbanking is the same as the one provided in the online form. Further, for an existing investor, additional purchase will only be allowed from a bank which is part of the existing Registered list for that folio.

Yes. Multiple banks can be registered by using the Multiple Bank Accounts Registration Form. Individuals/HUF can register upto 5 different bank accounts from the above list. Non-Individuals can register upto 10 different bank accounts. Please ensure to check the current requirement of the relevant documents to be submitted for adding or modifying the bank details in a folio.

No, this facility is not offered online. Please ensure to check the current requirement of the relevant documents to be submitted for adding or modifying the bank details in a folio

For Transact Online, two basic plans are available – Dividend and Growth. Under the Dividend plan there are two sub-options available – Payout and Reinvestment. Dividend Sweep is an additional facility under the Div – Payout option. If you have chosen Div. Sweep during the purchase then you need to submit a completed & signed – Dividend Sweep Option (DSO) form. (Available on –> Downloads – Service Related Forms). Also see 28) below.

Go to – www.taurusmutualfund.com & click on – Transact Online link OR Go to - https://online.taurusmutualfund.com/
Click on 'New Purchase'
Select 'Scheme Category' in which the unitholder wants to make an online purchase.
Click 'Purchase' tab next to the Scheme/Plan/Option as per the investor's preference.
Enter the relevant information in the Online form and 'Submit'.
Enter Mailing address with Pin code, Mode of payment, Amount of investment, select 'Direct' or 'Broker', Correct Bank details along with IFSC code, Select Nominee details, check the confirmation box and 'Submit'.
The Purchase confirmation details show the 'Transaction Reference Number (TRN)' along with the date and time of investment. Please note down the TRN for future reference & Click on 'Submit'.
The screen will now direct you to the module for payment via Net banking or Visa Debit card as per your previous selection of bank and mode of payment.
Select the bank and make your payment online via Net banking or via Visa Debit card.
A confirmation mail will be sent to the registered Email ID of the investor giving the details of the completed transaction and the next steps to be taken.

Before making any payments, there is an online facility to “Save for later”. On clicking this option, an email is sent to the investor’s email id with the ‘link’ which will be active for the next 7 days. During this period, you can access the saved online form anytime and modify/complete the transaction.

Go to – www.taurusmutualfund.com & click on – Transact Online link OR Go to - https://online.taurusmutualfund.com/
Login with your User ID.
Select the Account/Folio Number in which the unitholder wants to make an online purchase.
Click on 'Transactions' and then on 'Purchase'.
Enter the TPIN, as per the mode of holding.
Select the Scheme Category/Type & then select - Scheme / Plan /Option.
Enter the amount to be invested, select 'Direct' or 'Broker', check the box & click on 'Submit'
'Confirm' the transaction.
Select the bank and make your payment online via Net banking or via Visa Debit card..
A confirmation mail will be sent to the registered Email ID of the investor giving the details of the completed transaction. 26. How to Redeem online ?

Go to – www.taurusmutualfund.com & click on – Transact Online link OR Go to - https://online.taurusmutualfund.com/
Login with your User ID
Select the Account/Folio Number from which the unitholder wishes to make the redemption.
Click on 'Transactions' and then on 'Redemption'.
Enter the TPIN, as per the mode of holding.
Select the Scheme / Plan /Option from which the unitholder wishes to redeem.
Select the type of redemption – whether partial or all units and enter the amount/ units to be redeemed and then click on 'Submit'.
'Confirm' the transaction
A confirmation mail will be sent to the registered Email ID of the investor giving the details of the completed transaction.

Go to – www.taurusmutualfund.com & click on – Transact Online link OR Go to - https://online.taurusmutualfund.com/
Login with your User ID
Select the Account/Folio Number from which the unitholder wishes to make a switch.
Click on 'Transactions' and then on 'Switch'.
Enter the TPIN, as per the mode of holding.
Select the Scheme / Plan /Option from which the unitholder wishes to switch.
Select the Scheme Category/Type & then select - Scheme / Plan /Option for Switch into.
Select the type of Switch – whether partial or all units and enter the amount/ units to be switched and then click on 'Submit'.
'Confirm' the transaction.
A confirmation mail will be sent to the registered Email ID of the investor giving the details of the completed transaction.

In the same scheme and same folio, an investor cannot have an investment in Dividend Plan with both Payout and Reinvestment options together. The investor will need to go via the 7-iii) New/First time investor method to create a new Folio/account to make the investment in another option under Dividend plan.

Cut-off timings are applicable, as per the prevailing NAV Applicability guideline. The website itself,www.taurusmutualfund.com is an Official Point of Acceptance (OPA). The NAV applicable will be as per the Taurus Mutual Fund server time when the transaction is made. This time and date of transaction, along with the unique Transaction Reference number will be emailed to your registered email id after each successful transaction.

No. There is no charge payable by the investor to Taurus Mutual Fund for availing the facility of Transact Online

Investors holding the units in Certificate form are requested to return the certificates along with a covering letter, requesting to convert their holdings to Statement of Account, to any of the nearest Taurus Mutual Fund offices or specified KFintech Investor Service Centers and obtain an acknowledgement for the same. To avoid any ‘signature mismatch’ problem due to old investments, the unitholder’s signatures on the covering letter should ideally be attested by their bank manager. They should also update their folio with the relevant data such as KYC status, Bank Account No., Contact details, mailing address, etc. as per the applicable norms. On receiving the SOA, they can generate the TPIN as per the process stated in 9)above.

All the relevant forms are available in a PDF format on the website – www.taurusmutualfund.com - under the section – Downloads – Service Related Forms Forms.

Yes. We have enabled SSL (Secured Sockets Layer) technology to ensure that the information transmitted between you and us across the internet is safe and secured. SSL is the most common and effective technology used in sending confidential information in a secured manner over the Internet. The technology works on using mathematical logic to scramble the data that is transferred from your machine to the website where you input the information. The site is digitally certified for security by VeriSign, an organization that is considered a pioneer in this technology.

There are multiple ways in which you can contact us to get your queries answered –

Website – You can log in all your queries through the "Investor Feedback" section on Transact Online and provide Transaction Reference number, if available, along with the details of your query.
Email – You may choose to write to us at – mailto:amcwebhelp@taurusmutualfund.com>
SMS – Using your mobile phone send TRS to 72000 22222
Toll Free number – 1800 108 1111
Overseas Investors & others can also reach us on 040 – 6722 5100 (charges, as applicable)