BSE Mutual Fund Scheme Search and Selection

---
id: KB-BSE-001
module: bsescheme
sub_module: bsescheme
title: BSE Mutual Fund Scheme Search and Selection
category: how-to
applies_to:
- user_type: advisor
- role: mutual_fund_executor
products:
- IFANOW Mutual Funds
platform_area: portfolio
related_workflows:
- mutual_fund_order_placement
- sip_setup
- redemption_processing
depends_on:
- KB-BSE-002
access_level: advisor
source: code_extraction
source_files:
- repo: ifanow-futurewise
  files:
  - BseSchemeController.java
  - BseSchemeService.java
  - BseSchemeDAO.java
last_extracted: '2026-02-17'
confidence: high
version: 1
tags:
- mutual fund schemes
- BSE schemes
- scheme search
- fund selection
- SIP schemes
- lump sum investment
- scheme filtering
---

```

## Overview

The BSE Mutual Fund Scheme Search feature allows you to find and select appropriate mutual fund schemes for your clients based on their investment needs and transaction types. This tool helps you discover eligible schemes for purchases, SIPs, redemptions, switches, and other transactions while ensuring compliance with scheme-specific rules and investment limits.

• Search for mutual fund schemes by name or ISIN code across BSE's scheme database
• Filter schemes based on transaction type (purchase, SIP, redemption, switch, STP, SWP)
• View scheme details including minimum investment amounts and transaction modes
• Access separate listings for regular purchases and SIP-eligible schemes
• Automatically exclude insurance-linked schemes from search results

## Prerequisites and Access

You need an active IFANOW Mutual Funds subscription with mutual fund executor permissions to access this feature. Navigate to Portfolio Management > Mutual Funds > Scheme Search to access the BSE scheme search functionality.

## How to Search for Purchase-Eligible Schemes

Search for mutual fund schemes available for lump sum investments and additional purchases for your clients.

1. Go to the BSE Scheme Search section
2. Select "Purchase" or "Additional Purchase" as the transaction type
3. Enter the scheme name (partial matches are supported) or complete ISIN code if known
4. Specify the investment amount to see schemes that accept your intended investment size
5. Choose the preferred transaction mode (Demat or Physical)
6. Select the scheme plan type if you have a preference
7. Click Search to view eligible schemes

The system displays up to 20 matching schemes sorted by name and transaction mode. Each result shows the scheme name, BSE scheme code, and AMC scheme code for easy identification.

## How to Find SIP-Eligible Schemes

Locate mutual fund schemes that support Systematic Investment Plans for recurring client investments.

1. Navigate to the BSE Scheme Search area
2. Select "SIP" as the transaction type
3. Enter the scheme name or ISIN code in the search field
4. Specify the monthly SIP amount to filter schemes accepting your investment level
5. Choose dividend reinvestment preference if applicable
6. Click Search to view SIP-compatible schemes

Only schemes with active SIP facilities and valid date ranges appear in results. The system automatically excludes schemes with expired or future-dated SIP programs.

## How to Search Schemes for Redemptions

Find schemes that allow partial or full redemptions for your clients' existing investments.

1. Access the scheme search interface
2. Select "Redemption" as the transaction type
3. Enter the scheme name or ISIN code
4. Choose whether you're redeeming by amount or quantity
5. Enter the redemption value to check against minimum limits
6. Click Search to see redemption-eligible schemes

Results show only schemes with active redemption facilities that meet your specified redemption amount or quantity requirements.

## How to Search for Switch-Compatible Schemes

Locate schemes available for switching transactions when moving client investments between funds.

1. Open the BSE Scheme Search tool
2. Select "Switch" as the transaction type
3. Input the target scheme name or ISIN code
4. Specify transaction mode preferences
5. Enter scheme plan details if required
6. Click Search to view switch-eligible schemes

The system filters results to show only schemes accepting switch-in transactions with current validity periods.

## Rules and Limits

• All searches automatically exclude insurance-linked schemes (those with "-I" in the scheme code)
• Search results are limited to 20 schemes per query, sorted alphabetically by scheme name
• Only schemes with current validity dates appear in results (start date passed, end date not reached)
• Purchase searches require schemes with active purchase permissions and valid investment amount ranges
• SIP searches only return schemes with both SIP facility and active SIP master records
• Redemption searches filter by minimum and maximum redemption limits based on amount or quantity
• Switch searches require schemes with switch-in permissions and valid date ranges
• Transaction mode filtering allows exact matches or includes "Both" mode schemes
• Dividend reinvestment flag must match exactly when specified for purchase and SIP transactions
• Additional purchase transactions have different minimum amount requirements than fresh purchases

## Common Questions

**Can I search for schemes without specifying an investment amount?**
Yes, you can search without entering an amount, but specifying the investment value helps filter schemes that accept your intended transaction size and shows more relevant results.

**Why don't I see certain schemes in my SIP search results?**
SIP searches only show schemes with active SIP facilities and valid SIP master records. Some schemes may allow purchases but not systematic investments, so they won't appear in SIP-specific searches.

**What's the difference between searching for "Purchase" vs "Additional Purchase" schemes?**
Purchase shows schemes for fresh investments with standard minimum amounts, while Additional Purchase displays schemes for existing investors with typically lower minimum investment requirements.

**Can I search for schemes by partial name matches?**
Yes, the search supports partial scheme name matches. Enter any part of the scheme name and the system will find all schemes containing that text.

**Why am I only seeing 20 results when I search?**
The system limits results to 20 schemes per search to ensure fast performance and easy review. Use more specific search criteria if you need to narrow down results further.

## Troubleshooting

**Problem:** No schemes appear in search results
**Cause:** Your search criteria may be too restrictive or the schemes may not meet current validity requirements
**Fix:** Try broader search terms, check if schemes are currently available for trading, or remove optional filters like transaction mode

**Problem:** Expected scheme missing from results
**Cause:** The scheme may not support your selected transaction type or may be outside specified amount limits
**Fix:** Verify the scheme supports your intended transaction type and check minimum/maximum investment limits

**Problem:** SIP search shows fewer results than purchase search
**Cause:** Not all purchase-eligible schemes offer SIP facilities
**Fix:** This is normal behavior - SIP searches only show schemes with active systematic investment programs

## Related Features

This feature connects with BSE SIP Scheme Management for detailed SIP configurations and relies on the underlying BSE scheme master data for current scheme information and transaction rules. Use this search functionality before proceeding with mutual fund order placement or SIP setup workflows.