Académique Documents
Professionnel Documents
Culture Documents
1
Applicable NAV (after Redemptions including Switch - outs:
the scheme opens for
The following cut-off timings and NAVs are applicable:
repurchase and sale)
(contd...) 1. Where the application received upto 3.00 pm - closing NAV of the day of receipt of application; and
2. An application received after 3.00 pm - closing NAV of the next Business Day.
Minimum Application Fresh Purchase Additional Purchase Redemption
and Redemption
Rs 5,000 and in multiples of Re 1 thereafter Rs 100 and in multiples of Re 1 thereafter Rs. 1,000 or 100 Units or account balance whichever is lower.
Amount/ Number of
Units For details on investments through Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP) facilities, please refer to the SID.
Despatch of Within 10 working days from the receipt of the redemption request at the Authorized Centre of Axis Mutual Fund.
Redemption Request
Benchmark Index The Scheme performance would be benchmarked against a customized composite benchmark consisting of S & P CNX Nifty (35%), CRISIL Composite
Bond Fund Index (35%) and INR Price of Gold (30%).
Dividend Policy The Trustee will have the discretion to declare the dividend, subject to availability of distributable surplus calculated in accordance with the SEBI
(Mutual Funds) Regulations. The actual declaration of dividend and frequency will inter-alia, depend on availability of distributable surplus calculated in
accordance with SEBI (MF) Regulations and the decisions of the Trustee shall be final in this regard. There is no assurance or guarantee to the Unit
holders as to the rate of dividend nor is there assurance that dividend will be paid regularly.
Name of Fund Manager Chandresh Nigam and Ninad Deshpande
Name of the Trustee Axis Mutual Fund Trustee Limited.
Company
Performance of the This Scheme is a new scheme and does not have any performance track record.
scheme
Expenses of the For the New Fund Offer Period and Continuous Offer
Scheme
Entry load : Nil Exit load : 1% if redeemed/switched out within 1 year from date of allotment.
(i) Load Structure
For switches between the Growth and Dividend Option, no load will be charged by the scheme.
(also applicable to SIP,
STP & Switchs) SEBI vide its circular no. SEBI/IMD/CIR No. 4/ 168230/09 dated June 30, 2009 has decided that there shall be no entry Load for all Mutual Fund Schemes.
The upfront commission on investment made by the investor, if any, shall be paid to the ARN Holder (AMFI registered Distributor) directly by the investor,
based on the investor's assessment of various factors including service rendered by the ARN Holder.
The Trustee/AMC reserves the right to change / modify the Load structure from a prospective date.
(ii) Recurring expenses The recurring expenses as a % of average weekly net assets of the Scheme (including the Investment Management and Advisory Fees) shall be as per the
limits prescribed under the SEBI (MF) Regulations. These are as follows:
On the first Rs. 100 crores - 2.50%; On the next Rs. 300 crores - 2.25%; On the next Rs. 300 crores - 2.00%; On the balance of assets - 1.75%.
Waiver of Load for Not applicable
Direct Applications
Tax treatment for Investors are advised to refer to the paragraph on Taxation in the “Statement of Additional Information” and to consult their own tax advisors with
Investors (Unitholders) respect to the specific amount of tax and other implications arising out of their participation in the scheme.
Daily Net Asset Value The NAV will be declared on all business days and will be published in 2 newspapers. NAV can also be viewed on www.axismf.com and
(NAV) Publication www.amfiindia.com.
For Investor Grievances Registrar Mutual Fund
please contact Karvy Computershare Private Limited Mr Milind Vengurlekar
Unit - Axis Mutual Fund Axis Mutual Fund
Karvy Plaza, H No 8-2-596, Street 1, Banjara Hills 11th Floor, Nariman Bhavan, Vinay K Shah Marg,
Hyderabad 34. Nariman Point, Mumbai 400 021
Tel 040 23312454 Tel 022 39403300 Toll Free 1800 3000 3300 Fax No 022 22040130
Fax 040 23311968 E-mail customerservice@axismf.com Web www.axismf.com
Unitholders’ Account Statements
Information
An account statement reflecting the number of Units allotted shall be dispatched to the Unit Holder by ordinary post / courier/ electronic mail within the
following periods:
(i) Within 30 days from the date of closure of NFO/acceptance of valid application.
(ii) In case of SIP/STP- within 10 working days from the end of quarter (March, June, September and December). However, the first account statement
under SIP/STP shall be issued within 10 working days of the initial investment and in case of specific requests, the account statement shall be
despatched within 5 working days from the receipt of such request (without any charges).
Annual Account Statement
The Mutual Fund shall provide the Account Statement to Unit holders who have not transacted during the last six months prior to the date of generation
of account statements. The account statements in such cases may be generated and issued along with the Portfolio Statement or Annual Report of the
Scheme.
Annual Report
Scheme-wise Annual Report or an abridged summary thereof shall be mailed to all Unit Holders within four months from the date of closure of the
relevant accounting year i.e. 31st March each year.
Half Yearly Disclosures
The Mutual Fund shall publish a complete statement of Scheme portfolio and the unaudited financial results, within one month from the close of each
half year (i.e. 31st March and 30th September), by way of an advertisement at least, in one National English daily and one regional newspaper in the
language of the region where the head office of the Mutual Fund is located.
The Mutual Fund may opt to send the portfolio to all Unit holders in lieu of the advertisement.
The Annual Report, portfolio statement and the un audited financial results will also be displayed on the website of the Mutual Fund (www.axismf.com)
and Association of Mutual Funds in India (www.amfiindia.com).
2
INSTRUCTIONS FOR COMPLETING THE APPLICATION FORM
Please read the SID carefully before signing the application form and tendering payment.
GENERAL INSTRUCTIONS e.g. Official liquidator, Court receiver etc. (under the category of Government) subject to AMC confirming the
above mentioned status. However, this would be subject to submission of necessary documents required by the
1. The Application Form should be completed in ENGLISH and in BLOCK LETTERS only. AMC from time to time.
2. All Cheques / DDs must be drawn in favour of “Axis Triple Advantage Fund” and crossed “Account Payee Any one of the following PHOTO IDENTIFICATION documents can be submitted along with Micro SIP applications
only”. as proof of identification in lieu of PAN.
3. The default option shall be as specified in SID/KIM.
• Voter Identity Card • Driving License • Government/ Defense identification card • Passport • Photo Ration Card
4. For any correction / changes (if any) made on the application form, applicants are requested to authenticate • Photo Debit Card (Credit card not included because it may not be backed up by a bank account) • Employee ID
the same by canceling, entering the correct details and counter-signing the corrections by sole / all cards issued by companies registered with Registrar of Companies • Photo Identification issued by Bank
applicants. Managers of Scheduled Commercial Banks / Gazetted Officer / Elected Representatives to the Legislative
5. Application forms along with Cheques/ DDs/ Debit Mandates can be submitted to specified centers of Axis Assembly / Parliament • ID card issued to employees of Scheduled Commercial / State / District Co-operative
Bank (487 locations), HDFC Bank (206 locations), Kotak Mahindra Bank (89 locations) as given on Banks • Senior Citizen / Freedom Fighter ID card issued by Government • Cards issued by Universities/ deemed
www.axismf.com and offices of Axis AMC as listed in form. Universities or institutes under statutes like ICAI, ICWA, ICSI • Permanent Retirement Account No (PRAN) card
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6. At present direct debit facility through debit mandate is available with Axis Bank. isssued to New Pension System (NPS) subscribers by CRA (NSDL) • Any other photo ID card issued by Central
7. Investors must write the Application Form number / Folio number on the reverse of the cheques/ draft Government/ State Governments/ Municipal authorities/ Government organizations like ESIC/ EPFO
accompanying the Application Form, if applicable. KYC COMPLIANCE WITH ANTI MONEY LAUNDERING (AML) REGULATIONS
8. Investors are requested to check the contents of the account statement and any discrepancy has to be Please note that for investments of Rs 50,000 or more, it is mandatory for each applicant / unit holder to be KYC-
reported to the AMC / Registrar within 7 calendar days on the receipt of the statement, else the particulars compliant. Please enclose a copy of the KYC Acknowledgement Letter issued by CDSL Ventures Ltd with your
would be presumed to be correct. application for investment. PLEASE ALSO NOTE THE FOLLOWING:
9. Any application may be accepted or rejected at the sole and absolute discretion of the AMC / Trustee, • POA Holders need to be KYC-compliant.
without assigning any reason whatsoever. • Guardians to minor applicants need to be KYC compliant.
10. Incomplete forms are liable to be rejected. In case you are not yet KYC-compliant, please approach a Point of Service (POS) of CDSL Ventures Limited to
11. Please note that a non-transferable account statement will be issued for each investment. obtain KYC compliance and submit a copy of your KYC acknowledgement letter to us.
12. Units allotted are subject to realisation of cheques. APPLICATIONS UNDER POWER OF ATTORNEY
13. All Unitholders who have invested/ may invest through channel distributors and intend to make their future An applicant wanting to transact through a power of attorney must lodge the photocopy of the Power of Attorney
investments through the Direct route, are advised to complete the procedural formalities prescribed by AMC (PoA) attested by a Notary Public or the original PoA (which will be returned after verification) within 30 days of
from time to time. submitting the Application Form / Transaction Slip at a Designated ISC’s / Official Point of acceptance or along with
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Lumpsum Application accompanied with Axis Bank debit mandate to be submitted at Axis Bank specified the application in case of application submitted duly signed by POA holder. Applications are liable to be rejected if
centres available at www.axismf.com. the power of attorney is not submitted within the aforesaid period.
DECLARATION AND SIGNATURES ELECTRONIC SERVICES FACILITY
1. The signature can be in English or in any Indian language. The AMC intends to provide Electronic Transaction Facility including through its website and over phone.
2. Thumb impressions must be attested by a Magistrate / Notary Public under his / her official seal. For more details, Terms & Conditions and for availability of Online Transaction refer AMC website
3. In case of HUF, the Karta wiII sign on behalf of the HUF. www.axismf.com and for EasyCall facility please contact the nearest AMC or Registrar.
4. Applications by minors should be signed by their guardian. SIP
5. For Corporates, Signature of Authorised Signatory from Authorised Signatory List (ASL) is required. 1. Unit Holder can enroll for the SIP by submitting duly completed SIP Application Form and SIP Electronic
PAYMENTS debit mandate form for electronic debits. Alternatively unit holder can enroll for the SIP using EasyCall
1. The AMC intends using electronic payment services (like NEFT, RTGS, ECS (Credits) and such like) to the facility subject to services offered by AMC from time to time. The first investment shall be through
extent possible for dividend / redemption proceeds towards ensuring faster realization of proceeds for the cheque only during NFO.
investor. To facilitate verification of your bank account details for the purpose, please furnish the following 2. SIP during NFO shall be available only through electronic debit facility.
details in the form:
3. An Investor shall have the option of choosing any date of the month as his SIP date. The minimum
(a) Clearing Circle (City Name) in which your Bank branch participates.
amount per SIP installment shall be as specified in SID / KIM. The minimum number of installments
(b) MICR Code of your bank / branch (9 digit number appearing next to the cheque number on the cheque under the SIP is 36. If the SIP period is not specified by the unit holder then the SIP enrolment will be
leaf) deemed to be for perpetuity and processed accordingly.
(c) IFSC Code of your bank / branch (11 character alphanumeric code, imprinted on your cheque leaf). If
your cheque leaf does not carry this, please check for the same with your local Bank branch. 4. All SIP cheques / payment instructions will be of the same amount and same date (excluding first
In case the Unit holders require these to be sent by cheque/ draft using postal/ courier service, the unit cheque).
holders shall provide appropriate instructions for the same t o the AMC/ Registrar. 5. There will be a gap of 30 days between first SIP Installment and the second installment in case SIP
2. You are also requested to enclose a cancelled cheque leaf (or copy thereof) in case your investment instrument started during ongoing offer. The second installment for SIP application received during NFO shall start
is not from the same bank account as mentioned in the bank mandate details in the application form. from November, 2010.
3. The AMC has put in place sufficient checks and balances but will not be liable for any wrong credits on 6. If the Fund fails to get the proceeds from three Installments out of a continuous series of Installments
account of wrong information presented by the investor himself. submitted at the time of initiating a SIP (Subject to a minimum under SIP i.e. 36 months), the SIP is deemed
4. The Fund may from time to time commence / discontinue Direct Credit arrangements with various banks for as discontinued.
direct credit of redemptions / dividends. Investors would not have to submit a separate consent letter to 7. Investors can discontinue the SIP facility at any time by sending a written request to any of the Official
avail of this service. The AMC would commence this operation based on the bank mandate details Point(s) of Acceptance. Notice of such discontinuance should be received at least 30 days prior to the due
forwarded by the Investor. date of the next debit.
5. Any communication / despatch of redemption / dividend proceeds, account statements etc. to the unit 8. In case of “At Par” cheques, investors need to mentioned the MICR number of his actual bank branch.
holders would be made by the Registrar / AMC in such a manner as they may consider appropriate in line
with reasonable standards of servicing. 9. Axis Mutual Fund reserves the right to reject any application without assigning any reason thereof.
BANK DETAILS 10.Investor will not hold Axis Mutual Fund, its registrars and other service providers responsible if the transaction is
delayed or not effected or the investor bank account is debited in advance or after the specific SIP date due to
Investors are requested to mention the bank account details, since the same is mandatory as per the directives various clearing cycles for ECS.
issued by SEBI. Applications without this information will be deemed to be incomplete and are liable for
rejection. The Mutual Fund reserves the right to hold redemption proceeds in case the requisite details are not 11.Axis Mutual Fund, its registrars and other service providers shall not be responsible and liable for any damages/
submitted. compensation for any loss, damage etc. incurred by the investor. The investor assumes the entire risk of using this
facility and takes full responsibility.
PAN AND KYC DETAILS
Please furnish PAN & KYC details for each applicant/unit holder, including for Guardian and / or Power Of NRIs, FIIs
Attorney (POA) holders as explained in the paragraphs below. Repatriation Basis
PAN • NRIs : Payment may be made either by inward remittance through normal banking channels or out of funds
As per SEBI Circular No. MRD/DoP/Cir- 05/2007 dated April 27, 2007, it is now mandatory that Permanent held in a Non-Resident (External) Rupee Account (NRE) / Foreign Currency (Non-Resident) Account (FCNR). In
Account Number (PAN) issued by the IT Department would be the sole identification number for all participants case Indian rupee drafts are purchased abroad or from Foreign Currency Accounts or Non-resident Rupee
transacting in the securities market, irrespective of the amount of transaction. Please note that furnishing of PAN Accounts an account debit certificate from the Bank issuing the draft confirming the debit will need to be
with an attested copy of your PAN Card for each applicant / unit holder is mandatory for all investments. In the enclosed.
absence of this, your application will be rejected. The attestation of the PAN card may be done by a Notary Public • FIIs shall pay their subscription either by inward remittance through normal banking channels or out of funds
or a Gazetted Officer or a Manager of a Bank or a financial advisor under it's / his seal and should carry the name held in Foreign Currency Account or Non-Resident Rupee Account maintained by the FII with a designated
and designation of the person attesting it. branch of an authorised dealer.
PAN will not be required incase of SIP where aggregate of installments in a financial year i e April to March does Non-repatriation Basis
not exceed Rs 50,000. This exemption will be applicable only to investments by individuals, In the case of NRIs, payment may be made either by inward remittance through normal banking channels or out of
Non Resident Indian (NRI), minors, joint holders and sole proprietary firms (but not including Persons of Indian funds held in a NRE / FCNR / Non-Resident Ordinary Rupee Account (NRO). In case Indian rupee drafts are
Origin (PIO), Hindu Undivided Family (HUF) and other categories). PAN requirement is also exempt for investors purchased abroad or from Foreign Currency Accounts or Non-resident Rupee Accounts an account debit certificate
residing in the state of Sikkim, Central Government, State Government, and the officials appointed by the courts from the Bank issuing the draft confirming the debit will need to be enclosed.
Date D D M M Y Y
Application No.
6A CONTACT DETAILS - FIRST APPLICANT/ GUARDIAN/ CORPORATE (PO Box address is not sufficient. Mobile number and email is mandatory to avail online facility.)
Contact Person (In case of non Individual Investor)
Address
City
State Pincode Landline No.
Mobile (Holder 1) Email (Holder 1)
Mobile (Holder 2) Email (Holder 2)
Mobile (Holder 3) Email (Holder 3)
6B OVERSEAS ADDRESS (Mandatory in case of NRIs/ FIIs) (PO Box address is not sufficient. Investors residing overseas & with PO Box address must provide their Indian address)
Address
City State Pincode
Mobile Landline No.
Email
7 CONTACT & ADDRESS OF POWER OF ATTORNEY HOLDER (PO Box address is not sufficient)
Address
City State Pincode
Mobile Landline No.
Email
10A DEBIT MANDATE FOR AXIS TRIPLE ADVANTAGE FUND (For Axis Bank account holders only)
AXIS MUTUAL FUND - ACKNOWLEDGMENT SLIP (To be filled in by the investor) Application No.
Received from Mr/ Ms/ M/s
an application for purchase of units in Axis Triple Advantage Fund Growth Dividend Payout Dividend Re-investment
for Rs (in figures) on date D D M M Y Y vide instrument no. Stamp & Signature
8 MODE OF CORRESPONDENCE (Where the investor has provided his e-mail id, the AMC shall send all communication to the investor via e-mail. Investors who wish to receive
correspondence through physical mode instead of e-mail are requested to ü
) I/ We wish to receive all communication through physical mode in lieu of email.
9 BANK ACCOUNT DETAILS OF FIRST/ SOLE APPLICANT (Refer “Bank Details” under Instructions. Please enclose a copy of a cancelled cheque)
Name of Bank Branch
Form 1
This application form can be submitted to any of our offices (see list below) or to a select list of branches of Axis Bank (487 locations), HDFC Bank
(206 locations) or Kotak Mahindra Bank (89 locations). Visit www.axismf.com to get the location list or call us on 1800 3000 3300 to find a
Collection Centre near you.
AXIS AMC OFFICE ADDRESSES (COLLECTION CENTRES FOR NFO)
Ahmedabad Ground Floor, Shop No 4, Megha House, Opposite Kotak Bank, Mithakali Law Garden Road, Ellisbridge, Ahmedabad 380006 • Bangalore Embassy Square, Building No 148, Unit No 306, 3rd Floor,
Infantry Road, Bangalore 560001 • Bhopal C/o Axis Sales, Akansha Building, 1st Floor, Opposite Navbharat Press Complex, Zone 1, M P Nagar, Bhopal 462011 • Bhubaneshwar C/o Axis Sales, Agrani Press, 1st
Floor, Block B P N A/69, Kharver Nagar, Bhubaneswar 751001 • Chandigarh 1st Floor, SCO No 147-48,Sec 9-C, Chandigarh 160017 • Chennai 5th Floor, Maalavika Center, 144-145, New No. 60, Kodambakkam
High Road, Nungambakkam, Chennai 600034 • Coimbatore C/o Axis Sales, Door No 1437, Red Rose Chambers, 2nd Floor, Trichy Road, Coimbatore 641018 • Guwahati C/o Axis Sales, 3rd Floor, Sarojini
Commercial Complex, Opposite Ayakar Bhavan, Christian Basti, G S Road, Guwahati 781005 • Hyderabad 2nd Floor, Nerella House, Panjagutta, Hyderabad 500082 • Indore C/o Axis Sales, 2nd Floor, Office Block
No 201, 8/2, Silver Sanchora Castle, R N T Marg, Indore 452003 • Jaipur 305, 3rd Floor, Ganpati Plaza, M. I. Road, Jaipur-30200. Rajasthan • Jamshedpur C/o Axis Sales Limited, Shatabdi Tower, 1 SNP Area,
Sakchi, Jamshedpur 831001 • Kanpur 210, 2nd Floor, KAN Chambers, Civil Lines, Kanpur 208001 • Kochi C/o Axis Sales, Door No 1053 B1, Rani Tower, 1st Floor, Chitoor Road, Emakulam, Kochi 682018 •
Kolkata 3-F, 3rd Floor, Shristi, 12, Ho Chi Minh Sarani, Kolkata 700071 • Lucknow Unit No 5, 6 & 7, Halwasiya’s Commerce House, 2nd Floor, Habibullah Estate, 11, M G Marg, Hazratganj, Lucknow 226001 •
Ludhiana C/o Axis Sales, 7th Floor, 108, The Mall, Surya Tower, Ludhiana 141002 • Mangalore C/o Axis Sales Limited, Somayaji House, Door No 15-7-330/ 56, 5th Floor, Bunts Hostel Road, Mangalore 575003 •
Mumbai 11th Floor, Nariman Bhavan, Vinay K Shah Marg, Nariman Point, Mumbai 400021 • Nagpur C/o Axis Sales, Sitaram Smruti, 2nd Floor, West High Court Road, Dharampeth, Nagpur 440010 • Nasik C/o
Axis Sales, Office No 19/22, Gr Floor, Suyojit Modern Point, Opposite Police Parade Ground, Sharanpur Road, Nasik 422002 • New Delhi 702-702A, 703-703A, 704-704-A, 705-705-A, Narain Manzil, 23, B K
Road, New Delhi 110001 • Panaji C/o Axis Sales, 103, 1st Floor, Unitech City Centre, M G Road, Panaji 403001 • Pune 927, No 204-205, 2nd Floor, Sanas Memories Apartment, Fergusson College Road, Shivaji
Nagar, Pune 411004 • Rajkot C/o Axis Sales, 2nd Floor, Solitaire Building, 150 Feet Ring Road, Opp Amin Marg Junction, Rajkot 360001 • Surat C/o Axis Sales, Centre Point, 106/A, First Floor, Ring Road, Surat
395002 • Trivandrum C/o Axis Sales, Haji M Bava Sahib Commercial Complex, TC25/2890 (12), Ambujavilasam Road, Trivandrum 695001 • Vadodara C/o Axis Sales, Chitarakash Complex, 1st Floor, 19, Punit
Nagar, Old Padra Road, Vadodara 390007.
Distributor Code/ ARN No Sol ID MO Code Bank Branch Code Date of Receipt Bank Sr No
ARN No
ARN - 25682
Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors’ assessment of various factors including the service rendered by the distributor.
SIP Registration by New Investor SIP Registration by Existing Investor Micro SIP Registration by New Investor Micro SIP Registration by Existing Investor
1 EXISTING FOLIO NUMBER Existing Investors - Please fill in Sections 1, 9, 10,11 and 13 only
PAN (mandatory)* Enclosed - PAN Proof KYC Letter** Refer instruction related to PAN & KYC
Name of the Third Applicant
Mr/ Ms/ M/s/ Dr
PAN (mandatory)* Enclosed - PAN Proof KYC Letter** Refer instruction related to PAN & KYC
Name of the Guardian (in case of a minor)
Mr/ Ms/ M/s/ Dr
PAN (mandatory)* Enclosed - PAN Proof KYC Letter** Refer instruction related to PAN & KYC
Name of the Power of Attorney Holder
Mr/ Ms/ M/s
PAN (mandatory)* Enclosed - PAN Proof KYC Letter** Refer instruction related to PAN & KYC
**Applicants (including POA holders) investing Rs 50,000 and above are required to comply with the KYC norms. (Please refer to the Terms and Conditions overleaf)
*Micro SIP - PAN is not mandatory in case of Micro SIP. Please refer to the Terms and Conditions overleaf.
Date of Birth D D M M Y Y Type of supporting document Identification number details
3 STATUS OF FIRST APPLICANT
Resident Individual Bank HUF Proprietor Guardian Society FII Partnership Firm
NRI PIO Trust Company Minor Other (specify)
6A CONTACT DETAILS - FIRST APPLICANT/ GUARDIAN/ CORPORATE (PO Box address is not sufficient. Mobile number and email id is mandatory to avail of online facility.)
Contact Person (In case of non Individual Investor)
Address
City
State Pincode Landline No.
Mobile (Holder 1) Email (Holder 1)
Mobile (Holder 2) Email (Holder 2)
Mobile (Holder 3) Email (Holder 3)
6B OVERSEAS ADDRESS (Mandatory in case of NRIs/ FIIs) (PO Box address is not sufficient. Investors residing overseas & with PO Box address must provide their Indian address)
Address
City State Pincode
Mobile Landline No.
Email
7 CONTACT & ADDRESS OF POWER OF ATTORNEY HOLDER (PO Box address is not sufficient)
Address
City State Pincode
Mobile Landline No.
Email
AXIS MUTUAL FUND - ACKNOWLEDGMENT SLIP (To be filled in by the investor) Application No.
an application for purchase of units in Axis Triple Advantage Fund Growth Dividend Payout Dividend Re-investment
for Rs (in figures) on date D D M M Y Y vide instrument no. Stamp & Signature
Form 2
8 MODE OF CORRESPONDENCE (Where the investor has provided his e-mail id, the AMC shall send all communication to the investor via e-mail. Investors who wish to receive correspondence
through physical mode instead of e-mail are requested to ü
.) Email communication will help save paper & the planet. I/ We wish to receive all communication through physical mode in lieu of email.
9 BANK ACCOUNT DETAILS OF FIRST/ SOLE APPLICANT (Refer “Bank Details” under Instructions. Please enclose a copy of a cancelled cheque)
Name of Bank Branch
City State Account No.
Account Type Current Savings NRO NRE FCNR Others (specify)
MICR code* IFSC code**
*Mandatory for dividend payout via ECS (The 9 digit code appears on your cheque next to the cheque number) **Mandatory for credit via RTGS/ NEFT (11 digit code also found on your cheque leaf.)
Terms & Conditions for Micro SIP - Micro SIPs where aggregate of installments in a rolling 12 month period or in a financial year i.e. April to March do not exceed Rs 50,000 (hereinafter referred as “Micro SIP”)
shall be exempt from the requirement of PAN, subject to submission of any one of the necessary photo identification documents as detailed below. This exemption will be applicable only to investments by individuals
(including NRIs, but not PIOs), minors, sole proprietary firms and joint holders. HUFs and other categories will not be eligible for the exemption.
Investors (including joint holders) should submit a photocopy of any one of the following photo identification documents (current and valid and either self-attested by the investor or attested by an AMFI registered
Distributor mentioning the AMFI Registration number) along with the application form as a proof of identification in lieu of PAN: • Voter Identify Card •Driving License • Government/Defence identification card
• Passport • Photo Ration Card • Photo Debit Card (Credit card not included) • Employee ID cards issued by companies registered with Registrar of Companies • Photo Identification issued by Bank Managers of
Scheduled Commercial Banks / Gazetted Officer / Elected Representatives to the Legislative Assembly / Parliament • ID card issued to employees of Scheduled Commercial / State / District Co-operative Banks
• Senior Citizen / Freedom Fighter ID card issued by Government • Cards issued by Universities / deemed Universities or institutes under statues like ICAA, ICWA, ICSI • Permanent Retirement Account No (PRAN)
card issued to New Pension System (NPS) subscribers by CRA (NSDL) • Any other photo ID card issued by Central Government / Municipal authorities / Government organization like ESIC/EPFO.
This application form (along with SIP Electronic Debit Mandate) can be submitted to any of our offices (see list below) or to a select list of
branches of Axis Bank (487 locations), HDFC Bank (206 locations) or Kotak Mahindra Bank (89 locations). Visit www.axismf.com to get the
location list or call us on 1800 3000 3300 to find a Collection Centre near you.
AXIS AMC OFFICE ADDRESSES (COLLECTION CENTRES FOR NFO)
Ahmedabad Ground Floor, Shop No 4, Megha House, Opposite Kotak Bank, Mithakali Law Garden Road, Ellisbridge, Ahmedabad 380006 • Bangalore Embassy Square, Building No 148, Unit No 306, 3rd Floor,
Infantry Road, Bangalore 560001 • Bhopal C/o Axis Sales, Akansha Building, 1st Floor, Opposite Navbharat Press Complex, Zone 1, M P Nagar, Bhopal 462011 • Bhubaneshwar C/o Axis Sales, Agrani Press, 1st
Floor, Block B P N A/69, Kharver Nagar, Bhubaneswar 751001 • Chandigarh 1st Floor, SCO No 147-48,Sec 9-C, Chandigarh 160017 • Chennai 5th Floor, Maalavika Center, 144-145, New No. 60, Kodambakkam
High Road, Nungambakkam, Chennai 600034 • Coimbatore C/o Axis Sales, Door No 1437, Red Rose Chambers, 2nd Floor, Trichy Road, Coimbatore 641018 • Guwahati C/o Axis Sales, 3rd Floor, Sarojini
Commercial Complex, Opposite Ayakar Bhavan, Christian Basti, G S Road, Guwahati 781005 • Hyderabad 2nd Floor, Nerella House, Panjagutta, Hyderabad 500082 • Indore C/o Axis Sales, 2nd Floor, Office Block
No 201, 8/2, Silver Sanchora Castle, R N T Marg, Indore 452003 • Jaipur 305, 3rd Floor, Ganpati Plaza, M. I. Road, Jaipur-30200. Rajasthan • Jamshedpur C/o Axis Sales Limited, Shatabdi Tower, 1 SNP Area,
Sakchi, Jamshedpur 831001 • Kanpur 210, 2nd Floor, KAN Chambers, Civil Lines, Kanpur 208001 • Kochi C/o Axis Sales, Door No 1053 B1, Rani Tower, 1st Floor, Chitoor Road, Emakulam, Kochi 682018 •
Kolkata 3-F, 3rd Floor, Shristi, 12, Ho Chi Minh Sarani, Kolkata 700071 • Lucknow Unit No 5, 6 & 7, Halwasiya’s Commerce House, 2nd Floor, Habibullah Estate, 11, M G Marg, Hazratganj, Lucknow 226001 •
Ludhiana C/o Axis Sales, 7th Floor, 108, The Mall, Surya Tower, Ludhiana 141002 • Mangalore C/o Axis Sales Limited, Somayaji House, Door No 15-7-330/ 56, 5th Floor, Bunts Hostel Road, Mangalore 575003 •
Mumbai 11th Floor, Nariman Bhavan, Vinay K Shah Marg, Nariman Point, Mumbai 400021 • Nagpur C/o Axis Sales, Sitaram Smruti, 2nd Floor, West High Court Road, Dharampeth, Nagpur 440010 • Nasik C/o
Axis Sales, Office No 19/22, Gr Floor, Suyojit Modern Point, Opposite Police Parade Ground, Sharanpur Road, Nasik 422002 • New Delhi 702-702A, 703-703A, 704-704-A, 705-705-A, Narain Manzil, 23, B K
Road, New Delhi 110001 • Panaji C/o Axis Sales, 103, 1st Floor, Unitech City Centre, M G Road, Panaji 403001 • Pune 927, No 204-205, 2nd Floor, Sanas Memories Apartment, Fergusson College Road, Shivaji
Nagar, Pune 411004 • Rajkot C/o Axis Sales, 2nd Floor, Solitaire Building, 150 Feet Ring Road, Opp Amin Marg Junction, Rajkot 360001 • Surat C/o Axis Sales, Centre Point, 106/A, First Floor, Ring Road, Surat
395002 • Trivandrum C/o Axis Sales, Haji M Bava Sahib Commercial Complex, TC25/2890 (12), Ambujavilasam Road, Trivandrum 695001 • Vadodara C/o Axis Sales, Chitarakash Complex, 1st Floor, 19, Punit
Nagar, Old Padra Road, Vadodara 390007.
Application No.
Form 3
Please submit this form along with the SIP application form (Form 2)
Electronic Debit facility for SIP is currently available for
Account holders of all banks participating in local clearing at Anand, Agra, Ahmedabad, Allahabad, Amritsar, Asansol, Aurangabad, Bangalore, Bardwan, Baroda, Belgaum, Bhavnagar,
Bhilwara, Bhopal, Bhubaneshwar, Bijapur, Bikaner, Calicut, Chandigarh, Chennai, Cochin, Coimbatore, Cuttack, Darjeeling, Davangere, Dehradun, Delhi, Dhanbad, Durgapur, Erode,
Gadak, Gangtok, Gorakhpur, Guwahati, Gwalior, Gulbarga, Haldia, Hubli, Hyderabad, Indore, Jabalpur, Jaipur, Jalandhar, Jammu, Jamnagar, Jamshedpur, Jodhpur, Kakinada, Kanpur, Kota,
Kolhapur, Kolkata, Lucknow, Ludhiana, Madurai, Mandya, Mangalore, Mumbai, Mysore, Nagpur, Nasik, Nellore, Panjim, Patna, Pondicherry, Pune, Raipur, Raichur, Rajkot, Ranchi, Salem,
Shimla, Shimoga, Sholapur, Siliguri, Surat, Thirupur, Tirupati, Trichur, Trichy, Trivandrum, Tumkur, Udaipur, Udipi, Varanasi, Vijaywada (also covers Guntur, Tenali & Mangalgiri), Vizag.
SIP DETAILS
Scheme name - Axis Triple Advantage Fund
SIP Start Date D D M M Y Y End Date (should be a minimum of 3 years from the start date) D D M M Y Y No. of Installments
Monthly SIP amount Rs. (in figures) Rs. (in words)
BANK DETAILS (Please attach a copy of a cancelled cheque of below mentioned bank account with this application form.)
Account holder's name
Name of bank
Branch Account No.
Account type Current Savings NRO NRE Others (specify)
9 digit MICR code (Please enter the 9 digit number that appears after your cheque number)
Please specifically mention the MICR code of your bank branch in case you have a payable at par cheque book.
I/ We hereby declare that the particulars given above are correct and express my willingness to pay the instalments referred above through participation in Electronic Debit arrangement.
If the transaction is delayed or not effected at all for reasons of incomplete or incorrect information, I/ we would not hold the user institution responsible. I/ We will also inform Axis Mutual
Fund about any changes in my bank account.
Bank Account Holder (1) Bank Account Holder (2) Bank Account Holder (3)
Place Date D D M M Y Y
Branch Date D D M M Y Y