How do I switch mutual fund schemes through Ventura?

Switching between mutual funds can be done online or offline, depending on the investor's preference.

Online process

Log in to your mutual fund account – Access your account through the fund house’s website or an investment platform.
Select the switch option – Navigate to the investment section and choose the switch feature.
Choose the funds – Select the mutual fund scheme you want to switch from and the one you wish to switch to.
Enter the amount or units – Specify whether you want to switch the entire amount or only a portion.
Confirm and submit – Review the details, agree to terms, and confirm the switch.
Track the switch request – The process typically takes 3-4 business days, depending on fund house policies.
Offline process

Visit the fund house or distributor – Obtain a switch request form from the asset management company (AMC) or a mutual fund distributor.
Fill out the form – Enter details such as folio number, existing fund name, and new fund name.
Submit the form – Provide the completed form to the fund house or distributor.
Receive confirmation – Once processed, investors receive confirmation via email or SMS.