Registered investor with HDFC Mutual Fund.
Active folio number.
New bank account details.
Supporting documents (cancelled cheque or bank proof, if required).
1. Log in to the HDFC Mutual Fund Investor Portal.
Log in using your registered credentials or OTP. Make sure you are using the official HDFC Mutual Fund portal before entering investor details.
2. Navigate to Services.
After login, open the Services section from the main navigation area.
3. Select Update Bank Details.
From the available service requests, choose Update Bank Details.
4. Choose the folio that requires updating.
Select the folio for which the registered bank account should be changed.
5. Enter:
New Bank Name
Account Number
IFSC Code
6. Upload supporting documents if prompted.
Upload the required supporting document such as a cancelled cheque or bank proof if requested by the portal.
7. Verify using OTP.
Complete OTP verification using the registered mobile number or email ID.
8. Review and Submit the request.
Review the folio and bank account information, then submit the request.
Bank account update request is submitted successfully.
Bank details are updated after verification by the fund/registrar process.
Future redemption proceeds will be credited to the updated bank account after the change is confirmed.
Verification may take a few business days.
The account holder name should match the folio holder details wherever required.
Multiple bank accounts may be registered for a folio where supported.
Before publishing, replace illustrative screenshots with current screenshots captured from the official HDFC Mutual Fund portal.