HDFC MF Online Investors DIP_Check

1. Logging into the portal(1 point)

What is a valid way to log in to the HDFC MF Online Investors portal besides using user ID and password?

• Using a one-time password (OTP)

• Using your debit card details

• Using your Permanent Account Number (PAN)

• Using your bank account number

2. Viewing your portfolio (1 point)
Which section on the portal's homepage or navigation bar provides a complete overview of your investments, including recent transactions?

• Profile

• Statements

• Dashboard

• Transact Now

3. Making a lumpsum investment (2 points)
To make a fresh lumpsum purchase of a mutual fund scheme, you should navigate to:

• My Folios

• Transact Now" and then "Purchase

• Statements

• My Profile

4. Setting up a Systematic Investment Plan (SIP) (2 points)
Which of the following details is not required for setting up a new SIP on the online portal.

• Scheme name

• SIP instalment amount

• Bank account details for auto-debit

• Your nominee's date of birth

5. Downloading your statement (1 point)
Where can you find and download your account statement on the HDFC Mutual Fund portal?

• In the "Profile" section

• In the " My Statements" section

• Under "Transaction History"

• On the dashboard

6. Updating contact information (1 point)

If you need to change your registered email ID, you should go to:

• The "Statements" section

• The "My Profile" section

• The "Contact Us" section

• The "Transaction History"

7. Redeeming mutual fund units (2 points)
Regarding redemption requests submitted online, how are redemption proceeds for equity funds typically credited to your bank account?

• The "Statements" section

• Within two business days (T+2)

• Within two calendar days (T+2)

• Within five business days (T+5)

8. Using the Investment Cart (1 point)

What is the primary function of the "Investment Cart" on the HDFC MF online platform?

• It allows you to invest in multiple funds at the same time.
  
  

• It holds your unexecuted investment transactions so you can complete them later

• It recommends new funds for you to invest in

• It keeps track of your SIP due dates

9. Checking KYC status (1 point)
As a new investor, where would you initiate or check your eKYC compliance on the HDFC Mutual Fund website?

• Through the "My Profile" section after logging in.
  
  

•  On the main website's KYC section using your PAN and Date of Birth.

• By visiting the nearest HDFC AMC branch.

• By calling the customer care number

10. E-Mandate Registration is allowed for minor or NRI folios. It is not available for Resident Individual Investors. (1 point)

• True

• False

• Not sure