For Thematic Funds, the document list typically includes:

 

1. Application Form:

• A filled and signed mutual fund application form specific to thematic funds.

 

2. Identity Proof:

• Government-issued photo ID, such as a passport, Aadhaar card, voter ID, or driver's license.

 

3. Address Proof:

• Recent proof of address such as a utility bill, bank statement, or rental agreement.

 

4. PAN Card:

• Copy of the Permanent Account Number (PAN) card.

 

5. KYC Compliance Documents:

• Know Your Customer (KYC) form, photograph, and documents for proof of identity and address for regulatory purposes.

 

6. Bank Account Details:

• A canceled cheque or bank account details for the transfer of dividends or redemption of funds.

 

7. Nomination Form:

• Nomination details for the investment, designating a beneficiary.

 

8. Investment Details:

• Information about the investment amount, mode of payment (lump sum or systematic investment plan - SIP), and preferred payment method (bank transfer, cheque, etc.).