Feed files currently supported are
Transaction Files
Registrar | File Name/Number | Format Supported |
CAMS | WBR2, WBR2A(for change of broker data) | DBF |
Karvy | MFSD 201 | XLS |
Sundaram | ER02 | DBF |
Franklin Templeton | Transaction for a period files | DBF |
We also support transaction upload facility if you are NJ or Prudent sub broker.
We also have an IFAnow format for bulk upload of MF transactions not routed through your ARN. Download Format
SIP/STP Files
Registrar | File Name/Number | Format Supported |
CAMS | WBR49 (order twice, one Entry and one Cease) | DBF |
Karvy | MFSD 243, MFSD 231 | DBF |
Sundaram | ER16 | DBF |
Franklin Templeton | Active SIP file | DBF |
Franklin Templeton | Closed SIP file | DBF |
Registrar | File Name/Number | Format Supported |
CAMS | WBR9 | DBF |
Karvy | MFSD 211 | XLS |
Franklin Templeton | Investor Folio Details | DBF |
AUM Files
Registrar |
File Name/Number | Format Supported |
CAMS | WBR22 / WBR53 | DBF |
Karvy | MFSD203 | XLS |
Franklin | Clientwise AUM or whose balance exceeds 'N' | DBF |
Sundaram | ER08 | DBF |