Help On Fund ID
This page helps you to search and select the fund id for transferring the details to the field where it is required. You can search by specifying a unique number identifying the fund id and the description of the fund id. You can also search by specifying the status of the fund. Based on the search criteria specified, the system retrieves the corresponding details in the multiline. The selected fund id is transferred to the required page when it is confirmed.
Click the lens icon next to the “Fund ID” Field.
The “Help On Fund ID” page appears.
Enter the following fields in the “Search Criteria” group box:
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Fund ID |
A unique number identifying the fund number by which you wish to retrieve the details. |
|
Fund ID Description |
A textual description of the fund number provided by which you wish to retrieve the details. |
|
Status |
Use the drop-down list box to select the status of the fund by which you wish to retrieve the details. The system displays “Active” by default on launch of the page. |
Click the “Get Details” pushbutton to retrieve the search results:
The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:
|
Fund ID |
A unique number identifying the fund number. |
|
Fund ID Description |
A textual description of the fund number provided. |
|
Fund House |
The name of the fund house from which the mutual fund units are being purchased. |
|
Scheme Name |
The name of the mutual fund scheme proposed by the fund house. |
|
Fund Type |
The type of income generating fund. |
|
Fund Status |
The status of the fund. |
Check the box in the “Select” column of the multiline to select the Fund ID.
Click the “OK” pushbutton.