{"id":36070,"date":"2025-02-11T00:37:41","date_gmt":"2025-02-10T19:07:41","guid":{"rendered":"https:\/\/kuvera.in\/blog\/?p=36070"},"modified":"2025-02-11T00:37:41","modified_gmt":"2025-02-10T19:07:41","slug":"the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method","status":"publish","type":"post","link":"https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/","title":{"rendered":"The SOA Method Of Holding Mutual Funds. How Is It Different From Demat Method"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The Statement of Account (SOA) method is a traditional way of holding mutual fund units, where the fund house (AMC) maintains a record of your investments and issues a statement as proof of your holdings. Unlike a Demat account, this method eliminates the need for dematerialisation, making it a direct and cost-effective way to hold mutual fund units.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b><a href=\"https:\/\/kuvera.in\/dl\/v2\/?redirect_to=dashboard-invest\/all\/invest-sip?source=blog\"><img loading=\"lazy\" class=\"alignnone wp-image-29759\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1024x256.png\" alt=\"Start SIP on Kuvera\" width=\"600\" height=\"150\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1024x256.png 1024w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-300x75.png 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-768x192.png 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-1536x384.png 1536w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-2048x512.png 2048w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/SIP-banner-150x38.png 150w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/a><\/b><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Platforms like Kuvera leverage the SOA method to offer investors a zero-cost, commission-free investment experience in Direct Plans. By working with Registrar and Transfer Agents (RTAs) such as CAMS and KFintech, Kuvera ensures seamless tracking and redemption of investments, providing a hassle-free experience for investors.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">As per the latest guidelines from the Association of Mutual Funds in India (AMFI), investors can now transfer mutual fund units held in the SOA mode without the need for dematerialization, subject to certain conditions. This update, combined with Kuvera&#8217;s approach, offers a comprehensive understanding of the benefits of the SOA method in India.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Key Features of the SOA Method<\/b><\/h2>\n<p>&nbsp;<\/p>\n<h4><b>1. Direct Holding with AMC<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Mutual fund units are maintained directly with the fund house (AMC) instead of being held in a Demat account with NSDL\/CDSL.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The investor\u2019s record is maintained by Registrars and Transfer Agents (RTAs) like CAMS and KFintech.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>2. Issuance of Statement of Account (SOA)<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Investors receive an SOA, which includes:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Fund name and folio details<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Number of units held<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Net Asset Value (NAV)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Transaction history (purchases, SIPs, redemptions, dividends)<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The SOA serves as official proof of ownership and is updated every time a transaction is made.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>3. No Need for a Demat Account<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Unlike Demat-based platforms (e.g., Zerodha, ICICI Direct), SOA holdings do not require a Demat account or a Depository Participant (DP).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This means zero Demat maintenance fees and DP charges.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>4. Redemption and Transactions<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Investors can redeem or transfer units directly with the AMC or via RTAs (CAMS\/KFintech).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The redemption amount is directly credited to the investor\u2019s bank account.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>Let us now see how the SOA Method works on Kuvera:<\/b><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">The SOA method on Kuvera allows direct investments in mutual funds with AMCs, eliminating the need for a Demat account or Depository Participant (DP).<\/span><\/li>\n<li><span style=\"font-weight: 400;\">When you invest, Kuvera sends the purchase order directly to the AMC, which then issues a Statement of Account (SOA) that includes details like the number of units purchased, transaction history, NAV, and dividends.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Kuvera consolidates your investments across multiple AMCs into a unified dashboard, providing easy access to all your holdings.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">You can redeem units at any time, with the proceeds credited directly to your bank account.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Kuvera offers commission-free investing in Direct Plans, ensuring lower expense ratios, and provides a Consolidated Account Statement (CAS) through CAMS\/KFintech for multiple holdings.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2><a href=\"https:\/\/www.amfiindia.com\/investor-corner\/online-center\/TransferofUnitsheldinNon-Demat.html\"><b>New AMFI Guidelines<\/b><\/a><b>: Transfer of Units Held in SOA Mode<\/b><\/h2>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Earlier, transferring SOA held units required converting them to Demat form. However, AMFI has introduced a standardised process that allows investors to transfer mutual fund units held in SOA mode without dematerialization, under the following conditions:<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Conditions for Transfer of Units in SOA Mode<\/b><\/h2>\n<p>&nbsp;<\/p>\n<h4><b>1. Applicability<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The transfer facility is available for all mutual fund schemes except Exchange Traded Funds (ETFs).<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>2. Partial Transfers Allowed<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Investors can transfer only a part of their units from a folio.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If the remaining units in the transferor\u2019s folio fall below the minimum investment threshold, the remaining units will be automatically redeemed.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>3. Record Date Transactions<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">If a transfer request is lodged on the record date, any dividends or corporate actions will be processed in favour of the transferor before completing the transfer.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>4. Cooling Period for Redemptions<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Transferred units cannot be redeemed immediately.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A 10-day cooling period applies from the date of transfer before redemption is permitted.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><b>5. Eligible Unitholders<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The transfer facility is available under the following scenarios:<\/span><\/p>\n<ul>\n<li><b>Surviving Joint Holders<\/b><span style=\"font-weight: 400;\">: Adding a new joint holder upon the death of an existing joint holder.<\/span><\/li>\n<li><b>Nominee to Legal Heirs<\/b><span style=\"font-weight: 400;\">: A nominee can transfer inherited units to the legal heirs.<\/span><\/li>\n<li><b>Minor to Major Transfers<\/b><span style=\"font-weight: 400;\">: When a minor unitholder attains majority, they can add a parent, guardian, sibling, or spouse as a joint holder.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><b>Example<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Consider an investor holding 5000 units of HDFC Flexi Cap Fund in SOA mode. Upon the investor\u2019s demise, the nominee wishes to transfer the units to legal heirs.<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\"> \u00a0 \u00a0 \u00a0 <\/span><span style=\"font-weight: 400;\">Under AMFI\u2019s new rules, the nominee can now transfer these units without converting them into Demat form.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> \u00a0 \u00a0 \u00a0 <\/span><span style=\"font-weight: 400;\">After the 10-day cooling period, the new unitholders can redeem or hold the units as per their investment strategy.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2><b>How is the SOA Method Different from the Demat Method?<\/b><\/h2>\n<p>&nbsp;<\/p>\n\n<table id=\"tablepress-4778\" class=\"tablepress tablepress-id-4778\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Features<\/th><th class=\"column-2\">SOA Method (Kuvera)<\/th><th class=\"column-3\">Demat Method (Stock Brokers)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Where Units Are Held?<\/td><td class=\"column-2\">Directly with AMC<\/td><td class=\"column-3\">In Demat account with NSDL\/CDSL<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Demat Account Required?<\/td><td class=\"column-2\">\u274c No<\/td><td class=\"column-3\">\u2705 Yes<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Transaction Platform<\/td><td class=\"column-2\">Direct with AMC via Kuvera<\/td><td class=\"column-3\">Through brokers &amp; stock exchanges<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Redemption Processing<\/td><td class=\"column-2\">Direct with AMC<\/td><td class=\"column-3\">Through broker &amp; DP<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\">Charges<\/td><td class=\"column-2\">\u20b90 (No AMC\/DP charges)<\/td><td class=\"column-3\">DP &amp; brokerage charges apply<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\">Ease of Switching AMCs<\/td><td class=\"column-2\">\u2705 Easy<\/td><td class=\"column-3\">\u274c Complex<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\">Redemption Speed<\/td><td class=\"column-2\">\u2705 Faster (direct credit to bank)<\/td><td class=\"column-3\">\u274c Slower (broker processing time)<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\">Regulatory Body<\/td><td class=\"column-2\">SEBI (via AMCs &amp; RTAs)<\/td><td class=\"column-3\">SEBI (via Depositories)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-4778 from cache -->\n<p>&nbsp;<\/p>\n<h2><b>Why does Kuvera Prefer the SOA Method?<\/b><\/h2>\n<p>&nbsp;<\/p>\n<ul>\n<li><b>Zero Cost<\/b><span style=\"font-weight: 400;\"> \u2013 No DP charges or brokerage fees.<\/span><\/li>\n<li><b>Direct Plan Advantage<\/b><span style=\"font-weight: 400;\"> \u2013 Lower expense ratios compared to regular plans.<\/span><\/li>\n<li><b>Faster Transactions<\/b><span style=\"font-weight: 400;\"> \u2013 Direct redemptions from AMCs ensure quick access to funds.<\/span><\/li>\n<li><b>Simplified Portfolio Tracking<\/b><span style=\"font-weight: 400;\"> \u2013 Kuvera consolidates all mutual fund holdings in one place.<\/span><\/li>\n<li><b>Flexibility in Transfers<\/b><span style=\"font-weight: 400;\"> \u2013 AMFI\u2019s new rules enable seamless unit transfers in SOA mode.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2><b>When to Choose the Demat Method?<\/b><\/h2>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The Demat method can make more sense in case of the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you are actively dealing with stocks and ETFs and want all holdings in one<\/span> <span style=\"font-weight: 400;\">place.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you prefer buying\/selling mutual funds through the stock exchange (NSE\/BSE).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you do not mind extra charges for convenience.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Contrarily, for investors seeking low-cost, hassle-free, and direct mutual fund investments, the SOA method on Kuvera is the ideal solution.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><a href=\"https:\/\/www.kuvera.in\/dl\/v2\/?redirect_to=dashboard-invest\/fixed-deposit?source=fd_blog_banner\"><img loading=\"lazy\" class=\"alignnone wp-image-29666 size-full\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2024\/04\/FD-Banner-9.4-03.png\" alt=\"FD Up to 9.40% on Kuvera\" width=\"600\" height=\"150\" \/><\/a><\/h4>\n<p>&nbsp;<\/p>\n<h2><b>Wrapping Up<\/b><\/h2>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">To wrap up, unlike Demat-based platforms that charge annual maintenance fees and transaction costs, Kuvera with the adoption of SOA methodology, ensures zero-cost, direct plan investing while complying with AMFI\u2019s new SOA unit transfer framework.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Interested in how we think about the markets?<\/strong><\/p>\n<p>Read more:\u00a0<a href=\"https:\/\/kuvera.in\/blog\/in-investing-the-simplest-things-are-the-hardest\/\">Zen And The Art Of Investing<\/a><\/p>\n<p><strong>Watch here: <\/strong>Rebalancing for Mutual Fund Investors<\/p>\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\">\n<div class=\"embed-container\"><iframe src=\"https:\/\/www.youtube.com\/embed\/5UEEJhOheE4?si=fuLhtxF4WTtgyUSY\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>Start investing through a platform that brings goal planning and investing to your fingertips. Visit\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=R7g03UwJAT8&amp;utm_source=Blog&amp;utm_medium=Weekly+wrap+22nd+July\" target=\"_blank\" rel=\"noopener\">kuvera.in<\/a> to discover Direct Plans of Mutual Funds and <a href=\"https:\/\/kuvera.in\/explore\/fixed-deposit\/c\/all\">Fixed Deposits<\/a>\u00a0and start investing today.<\/p>\n<p>&nbsp;<\/p>\n<p><em>AREVUK Advisory Services Pvt Ltd | SEBI Registration No. INA200005166<\/em><br \/>\n<em>DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Statement of Account (SOA) method is a traditional way of holding mutual fund units, where the fund house (AMC) maintains a record of your investments and issues a statement as proof of your holdings. Unlike a Demat account, this method eliminates the need for dematerialisation, making it a direct and cost-effective way to hold [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":32,"featured_media":36074,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[91,822],"tags":[83,2626,3432,67,79],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The SOA Method Of Holding Mutual Funds. 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How Is It Different From Demat Method","datePublished":"2025-02-10T19:07:41+00:00","dateModified":"2025-02-10T19:07:41+00:00","mainEntityOfPage":{"@id":"https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/"},"wordCount":1108,"commentCount":0,"publisher":{"@id":"https:\/\/kuvera.in\/blog\/#organization"},"keywords":["Index Funds","mutual fund houses","mutual fund investments","Mutual Funds","Mutual Funds India"],"articleSection":["Investment Advisor","Mutual Funds"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/","url":"https:\/\/kuvera.in\/blog\/the-soa-method-of-holding-mutual-funds-how-is-it-different-from-demat-method\/","name":"The SOA Method Of Holding Mutual Funds. 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