Mutual Fund Holding Mode Broker List (SOA vs Demat)
If you are searching for a complete mutual fund holding mode broker list, finding out whether your platform uses Statement of Account (SOA) or Demat holding can be surprisingly difficult. Most platform websites hide these details in their FAQs or terms of service. This guide breaks down the holding modes and plan types of 20+ major Indian brokers and platforms. SOA vs Demat Mutual Funds: Which Mode Does Your Broker Use? Mutual fund units in India are held in one of two formats: Statement of Account (SOA) or Demat mode (for a detailed comparison, read our guide on SOA vs Demat Mutual Funds). SOA means your units are registered directly with the mutual fund house (AMC) and serviced by registrars like CAMS or KFintech. Demat mode means your units are held electronically in a CDSL or NSDL depository account via your broker. SOA is generally free and highly portable, while Demat consolidates your funds with stocks but can trigger depository fees during redemptions. ...