For Hybrid Mutual Funds, the typical document list includes:

 

1. Application Form:

• A completed and signed application form for investing in the hybrid mutual fund.

 

2. Identity Proof:

• Government-issued photo ID (e.g., Aadhaar card, passport, or driver's license) of the investor.

 

3. Address Proof:

• Recent address proof (e.g., utility bill, rental agreement, or bank statement) of the investor.

 

4. PAN Card:

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

 

5. KYC Compliance Documents:

• Know Your Customer (KYC) documentation, which may include a photograph and a filled KYC form.

 

6. Investment Amount:

• Information regarding the amount of investment in the hybrid mutual fund.

 

7. Nomination Form:

• A completed nomination form to designate a beneficiary for the investment.

 

8. Investment Policy Document:

• A document outlining the investment strategy, objectives, and asset allocation of the hybrid mutual fund.

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