What happens if I miss a Mutual Fund SIP instalment?

I having two auto SIPs, and money for both gets deducted automatically from bank on due dates. I want to know what will happen if I miss the instalment due to the lack of funds? Is there anything I can do about it because I think I won't be able to pay SIP instalment for coming 2-3 months.

Asked
Devanshu Gupta

Missing a mutual fund SIP usually happens when an investor is not able to maintain the minimum required amount in his/her bank account. Most investors think that missing an SIP can lead to serious consequences like penalty, cancellation of future SIPs etc.

However, missing an SIP does not lead to any penalty or action from the AMC. If an investor misses an SIP he/she is expected to to bring the balance to the required amount to smoothly carry out the next month’s SIP.

However, in some cases bank charge a fee to the account holder when the investor defaults on an SIP. This fee or penalty is charged on failure for not maintaining sufficient funds for auto-debit mandate through Electronic Clearing Service (ECS). Banks have their own set of charges for ECS rejection, which range from ₹150 to ₹750.

In order to avoid such penalties, it is advisable to pause an SIP when an investor feels that he/she will not be able to service the SIP in a particular month or during a particular period.

The SIP payments can be resumed later by the investor when he/she has deposited sufficient amount in the bank account. Pausing and resuming an SIP does not require any additional charge by the AMC or the Bank.

We suggest our investors to go through these articles to know more about SIPs and how they work:

  1. 13 Things You Need To Know About SIP
  2. All about SIP- Systematic Investment Plan

Vaneet

SIP(systematic investment plan) is a plan or method of investing in mutual funds, in which an investors periodically invests a fixed amount over a certain period of time. Most commonly investments are done monthly in an SIP. For this, investor gives a ECS/NACH mandate or adds a biller. Money is then automatically debited from the investor's account and invested in the mutual funds.

When an instalment is missed:

  • AMC(asset management company) managing the mutual fund doesn't deduct any charges
  • AMC raises the request to your bank for the payment
  • If there are insufficient funds at that point, the bank considers it like cheque dishonoured and charges you for it

So its better to cancel the SIP, when you have insufficient funds. You can also cancel ECS/NACH or biller. Doing this your bank rejects the request raised by the mutual fund.

Mridul Agrawal

SIP is regular investment into a mutual fund with most common frequency of monthly. To do so automatically, investor gives a ECS/NACH mandate or adds biller. So that money can be automatically debited from your account and invested in the mutual funds.

Read more about SIP here.

If you miss an installment, mutual fund doesn't deduct any charges but they will still raise the request to your bank. If you don't have sufficient funds at that point, your bank will consider it like cheque dishonored and charges you for it.

So, if you are falling behind on your SIP, cancel (no charges of cancellation) the SIP till you don't have enough money for time being start again when you money.

Another way in this situation is to cancel the ECS/NACH or Biller. So that, even if mutual fund raises a raise a request, your bank with reject it. But don't forget to add back the biller.

Ishan

First of all you need to understand what is Mutual Fund SIP?


SIP is regular investment into a mutual fund with most common frequency of monthly. To do so automatically, investor gives a ECS/NACH mandate or adds biller. So that money can be automatically debited from your account and invested in the mutual funds.


Check more here: https://groww.in/blog/sip-systematic-investment-plan-2/


If you miss an installment, mutual fund doesn't deduct any charges but they will still raise the request to your bank. If you don't have sufficient funds at that point, your bank will consider it like cheque dishonored and charges you for it.


So, if you are falling behind on your SIP, cancel (no charges of cancellation) the SIP till you don't have enough money for time being start again when you money.


Another way in this situation is to cancel the ECS/NACH or Biller. So that, even if mutual fund raises a raise a request, your bank with reject it. But don't forget to add back the biller.


Hope this helps.

Ishan

New to Mutual Funds?
Start exploring mutual funds to begin your investment journey
Have a SIP!
Start and manage monthly investments on Groww, simple and fast
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ