PARTNER

DECEMBER - 2013

POINTS SUMMARY
Min SIP reqd in the contest
10000 10000 10000 10000 10000 10000 5000 10000 10000

AMC
Birla BNP Paribas Kotak L&T Motilal Oswal Reliance Sundaram HDFC MF RMGP

Dates
1 Oct13-31 Dec13 1 Oct13-31 Dec13 8 Oct13-31Mar14 25 Sep13-31 Dec13 1 Oct13-31 Dec13 1 Nov13- 31 Dec13 1 Oct13-29 Nov13 1Dec13-31Mar14 1Dec13-31Mar14

Partner Holiday Points

Eligible Schemes

1000 for every r10000 SIP All Equity Funds except Index and FoF 1600 for every r10000 SIP All Equity and MIP Schemes 1100 for every r10000 SIP Kotak 50, Kotak Select Focus, Kotak Opportunities, Kotak Classic Equity 1600 for every r10000 SIP All Equity Funds except Index Funds 1600 for every r10000 SIP Motilal Oswal Focus 25 Fund 1600 for every r10000 SIP All Equity Funds except Index Funds and Gold FoF 350 for every r5000 SIP

SIP

Sundaram Select Midcap Fund Cap, HDFC Infrastructure, HDFC Balanced, HDFC Prudence, HDFC Long Term Advantage Fund, HDFC TaxSaver, HDFC MIP STP, HDFC MIP LTP

1600 for every r10000 SIP HDFC Growth, HDFC Equity, HDFC Top 200, HDFC Cap Builder, HDFC Core & Satellite, HDFC Premier Multi-Cap, HDFC Mid-Cap, HDFC Focused Large 1600 for every r10000 SIP Reliance My Gold Plan

For all the contest the min eligibility is R1000 x 60 months

AMC

Dates
1 Oct13-31 Dec13

Min Business reqd in the contest

500000 100000 1,00,000 500000 100000 100000 100000 1000000

Partner Holiday Points

1000 Points for first r5 Lac business* 250 Points for every r1 Lac business 400 Points for every r1 Lac business 1200 Points for first r5 Lac business & 350 Points for every r1 Lac business 400 Points for every r1 Lac business 200 Points for every r1 Lac business 6000 Points for every r10 Lac business

Eligible Schemes
Axis Equity Fund , Axis Focused 25 Fund , Axis Long Term Equity Fund & Axis Midcap Fund, Axis Income Saver*** & Axis Triple Advantage Fund***, Axis Small Cap Fund NFO All Equity and MIP Schemes DSP BR Tax Saver Fund All Equity schemes (excluding Kotak Equity Arbitrage, Index and FOF,) Kotak Balance, Kotak MIP & Kotak Monthly Asset L&T Income Opportunities Fund Pinebridge India Equity Fund, Pinebridge Infrastructure and Economic Reforms Fund Reliance Closed Ended Equity Fund - Series A SBI Magnum Taxgain Fund, SBI Emerging Business Fund, SBI Magnum Balance Fund, SBI Magnum Monthly Income Plan

LUMPSUM

Axis

BNP Paribas 1 Oct13-31 Dec13 DSP BR Kotak L&T Pinebridge Reliance SBI
1 Nov13-31Dec13 1 Sep13-31Mar14 1 Aug13-31 Dec13 1 Sep13-31 Dec,13 15 Nov13-29 Nov13 1 Dec13-31Mar14

240 points per r1 Lac business thereafter Allocation Fund, Kotak Income opportunities Fund, Kotak Bond** (135% Weightage in Kotak Select Focus Fund)

*Check Slabs for Axis Contest

** 70% Weightage in these schemes

**** 50% Weightage in these schemes

TRANSACTIONS THROUGH TADA ULTRA SHOTR TERM PLATFORM

LIQUID

AMC
SBI HDFC

Dates
15 Oct-31 Dec 13 1 Nov-31 Dec 13

Min Business reqd in the contest

50000 50000

Partner Holiday Points

150 Points per Unique investor in Scheme 150 Points per Unique investor in Scheme

Eligible Schemes
SBI Magnum Insta Cash Fund SBI Magnum Income Fund Floating Rate Savings Plus Bond Plan HDFC CMF Treasury Advantage Plan

AMC
Axis, BNP Paribas, Tata

Dates
1 Nov 13 - 31 Mar 14

Min Transaction reqd in the contest

10

Partner Holiday Points

2000 points for every 10 transactions

Eligible Schemes
All Equity and MIP Schemes of Axis, BNP Paribas and TATA MF

For Detailed T&C please check the one pagers of the specific schemes Above schemes are subject to change/extend/canceled withoout any notice/intimation SIP of R10000 and above will be counted as 10000