Axis Triple Advantage Fund Application form

This Key Information Memorandum (KIM) sets forth the information, which a prospective investor ought to know before investing. For further details of the scheme/Mutual Fund, due diligence certificate by the AMC, Key Personnel, investors’ rights & services, risk factors, penalties & pending litigations etc. investors should, before investment, refer to the Scheme Information Document and Statement of Additional Information available free of cost at any of the Investor Service Centres or distributors or from the website www.axismf.com.

The Scheme particulars have been prepared in accordance with Securities and Exchange Board of India (Mutual Funds) Regulations 1996, as amended till date, and filed with Securities and Exchange Board of India (SEBI). The units being offered for public subscription have not been approved or disapproved by SEBI, nor has SEBI certified the accuracy or adequacy of this KIM.

thThis document is dated: 15 June, 2010

Offer for units of Rs. 10 per unit for cash during the New fund Offer Period and at NAV based prices upon re-opening

thNew Fund Offer Opens on: 30 June, 2010thNew Fund Offer Closes on: 29 July, 2010

thScheme Re-opens for continuous sale and repurchase on or before: 28 August, 2010

1

Axis Triple Advantage Fund(An open-ended hybrid fund)

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds.

Under normal circumstances, the asset allocation pattern will be:

Type of Instrument Normal Allocation (% of Net Assets)

#Equity and Equity Related Instruments 30% - 40%

#Debt and Money Market Instruments* 30% - 40%

Gold Exchange Traded Funds 20% - 30%

*Investment in Securitized debt (excluding foreign securitized debt) - Up to 40% of the net assets of the Scheme.# Including derivatives instruments to the extent of 80% of the net assets of the Scheme.Investment in foreign securities - Up to 50% of the net assets of the Scheme.

Axis Triple Advantage Fund, an open ended hybrid fund is a new scheme offered by Axis Mutual Fund and is not a minor modification of any other existing scheme/product of Axis Mutual Fund. Further, the existing products of Axis Mutual Fund are either debt, liquid or equity funds and hence the 'hybrid fund' under consideration cannot be compared with any other existing schemes.

The scheme seeks to provide superior risk adjusted returns through diversification across various asset classes such as equity, fixed income & gold that have historically shown low correlation with each other.

Mutual Fund Units involve investment risks including the possible loss of principal. Please read the SID carefully for details on risk factors before investment. Scheme specific Risk Factors are summarized below:

The scheme carries risks associated with investing in equities, fixed income instruments, derivatives, foreign securities, securitized debt, gold exchange traded funds, short selling and securities lending.

Investment in mutual fund units involves investment risks such as trading volumes, settlement risk, liquidity risk and default risk. The AMC may choose to invest in unlisted securities which may increase the risk on the portfolio. Also, the value of the Scheme investments may be affected by currency exchange rates, changes in law/policies of the government, taxation laws and political, economic or other developments.

Investments in debt and money market instruments are subject to interest rate risk, re-investment risk, basis risk, credit risk, spread risk, prepayment risk, etc. Equity and equity related instruments are volatile by nature. Investments in gold exchange traded funds are subject to market risk, risks associated with investment in physical gold, liquidity risk, counterparty risk, etc. Please refer to the SID for further details.

The investment team of the AMC will carry out rigorous in depth credit evaluation of the money market and debt instruments (other than GSecs) proposed to be invested in. The credit evaluation will essentially be a bottom up approach and include a study of the operating environment, past track record, future prospects and the financial health of the issuer.

With respect to the equity component, the Scheme would invest in a diversified portfolio of equity and equity related securities which would help alleviate the sector/market capitalization related concentration risk.

The AMC has experienced investment professionals to help limit investment universe to carefully selected high quality businesses.

The AMC would incorporate adequate safeguards for controlling risks in the portfolio construction process. These would be periodically evaluated. The scheme will also use derivatives and other hedging instruments, as may be permitted by SEBI and RBI, from time to time, to protect the value of the portfolio. The risk control process involves identifying & measuring risks through various risk measurement tools.

For portfolio diversification, the scheme will also invest in gold ETFs as gold, historically, has shown a low correlation to other asset classes like equity & debt.

(1) Growth and (2) Dividend (Payout & Reinvestment)

Subscriptions/Purchases including Switch - ins:

The following cut-off timings and NAVs are applicable:

1. Where the application is received upto 3.00 pm with a local cheque or demand draft payable at par at the place where it is received - closing NAV of the day of receipt of application;

2. Where the application is received after 3.00 pm with a local cheque or demand draft payable at par at the place where it is received - closing NAV of the next Business Day ; and

3. Where the application is received with an outstation cheque or demand draft which is not payable on par at the place where it is received - closing NAV of day on which the cheque or demand draft is credited.

Name of scheme

Investment Objective

Asset Allocation Pattern of the scheme

Investment Strategies

Risk Profile of the Scheme

Risk Management

Plans and Options

Applicable NAV (after the scheme opens for repurchase and sale)

Name of Asset Management Company: Axis Asset Management Company Limited

Name of Mutual Fund: Axis Mutual Fund

KEY INFORMATION MEMORANDUM

(An open-ended hybrid fund)

2

Redemptions including Switch - outs:

The following cut-off timings and NAVs are applicable:

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.

Fresh Purchase Additional Purchase 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.

For details on investments through Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP) facilities, please refer to the SID.

Within 10 working days from the receipt of the redemption request at the Authorized Centre of Axis Mutual Fund.

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%).

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.

Chandresh Nigam and Ninad Deshpande

Axis Mutual Fund Trustee Limited.

This Scheme is a new scheme and does not have any performance track record.

For the New Fund Offer Period and Continuous Offer

Entry load : Nil Exit load : 1% if redeemed/switched out within 1 year from date of allotment.

For switches between the Growth and Dividend Option, no load will be charged by the scheme.

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.

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%.

Not applicable

Investors are advised to refer to the paragraph on Taxation in the “Statement of Additional Information” and to consult their own tax advisors with respect to the specific amount of tax and other implications arising out of their participation in the scheme.

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 www.amfiindia.com.

Registrar Mutual FundKarvy Computershare Private Limited Mr Milind VengurlekarUnit - Axis Mutual Fund Axis Mutual FundKarvy Plaza, H No 8-2-596, Street 1, Banjara Hills 11th Floor, Nariman Bhavan, Vinay K Shah Marg,Hyderabad 34. Nariman Point, Mumbai 400 021Tel 040 23312454 Tel 022 39403300 Toll Free 1800 3000 3300 Fax No 022 22040130Fax 040 23311968 E-mail [email protected] Web www.axismf.com

Account Statements

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).

Applicable NAV (after the scheme opens for repurchase and sale) (contd...)

Minimum Application and Redemption Amount/ Number of Units

Despatch of Redemption Request

Benchmark Index

Dividend Policy

Name of Fund Manager

Name of the Trustee Company

Performance of the scheme

Expenses of the Scheme

(i) Load Structure (also applicable to SIP, STP & Switchs)

(ii) Recurring expenses

Waiver of Load for Direct Applications

Tax treatment for Investors (Unitholders)

Daily Net Asset Value (NAV) Publication

For Investor Grievances please contact

Unitholders’ Information

GENERAL INSTRUCTIONS1. The Application Form should be completed in ENGLISH and in BLOCK LETTERS only. 2. All Cheques / DDs must be drawn in favour of “Axis Triple Advantage Fund” and crossed “Account Payee

only”. 3. The default option shall be as specified in SID/KIM.4. For any correction / changes (if any) made on the application form, applicants are requested to authenticate

the same by canceling, entering the correct details and counter-signing the corrections by sole / all applicants.

5. Application forms along with Cheques/ DDs/ Debit Mandates can be submitted to specified centers of Axis Bank (487 locations), HDFC Bank (206 locations), Kotak Mahindra Bank (89 locations) as given on www.axismf.com and offices of Axis AMC as listed in form.

#6. At present direct debit facility through debit mandate is available with Axis Bank.7. Investors must write the Application Form number / Folio number on the reverse of the cheques/ draft

accompanying the Application Form, if applicable.8. Investors are requested to check the contents of the account statement and any discrepancy has to be

reported to the AMC / Registrar within 7 calendar days on the receipt of the statement, else the particulars would be presumed to be correct.

9. Any application may be accepted or rejected at the sole and absolute discretion of the AMC / Trustee, without assigning any reason whatsoever.

10. Incomplete forms are liable to be rejected.11. Please note that a non-transferable account statement will be issued for each investment.12. Units allotted are subject to realisation of cheques.13. All Unitholders who have invested/ may invest through channel distributors and intend to make their future

investments through the Direct route, are advised to complete the procedural formalities prescribed by AMC from time to time.

#Lumpsum Application accompanied with Axis Bank debit mandate to be submitted at Axis Bank specified centres available at www.axismf.com.DECLARATION AND SIGNATURES1. The signature can be in English or in any Indian language. 2. Thumb impressions must be attested by a Magistrate / Notary Public under his / her official seal.3. In case of HUF, the Karta wiII sign on behalf of the HUF.4. Applications by minors should be signed by their guardian.5. For Corporates, Signature of Authorised Signatory from Authorised Signatory List (ASL) is required. PAYMENTS1. The AMC intends using electronic payment services (like NEFT, RTGS, ECS (Credits) and such like) to the

extent possible for dividend / redemption proceeds towards ensuring faster realization of proceeds for the investor. To facilitate verification of your bank account details for the purpose, please furnish the following details in the form:(a) Clearing Circle (City Name) in which your Bank branch participates.(b) MICR Code of your bank / branch (9 digit number appearing next to the cheque number on the cheque

leaf)(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.In case the Unit holders require these to be sent by cheque/ draft using postal/ courier service, the unit holders shall provide appropriate instructions for the same t o the AMC/ Registrar.

2. You are also requested to enclose a cancelled cheque leaf (or copy thereof) in case your investment instrument is not from the same bank account as mentioned in the bank mandate details in the application form.

3. The AMC has put in place sufficient checks and balances but will not be liable for any wrong credits on account of wrong information presented by the investor himself.

4. The Fund may from time to time commence / discontinue Direct Credit arrangements with various banks for direct credit of redemptions / dividends. Investors would not have to submit a separate consent letter to avail of this service. The AMC would commence this operation based on the bank mandate details forwarded by the Investor.

5. Any communication / despatch of redemption / dividend proceeds, account statements etc. to the unit holders would be made by the Registrar / AMC in such a manner as they may consider appropriate in line with reasonable standards of servicing.

BANK DETAILSInvestors are requested to mention the bank account details, since the same is mandatory as per the directives 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 submitted. PAN AND KYC DETAILSPlease furnish PAN & KYC details for each applicant/unit holder, including for Guardian and / or Power Of Attorney (POA) holders as explained in the paragraphs below.PANAs per SEBI Circular No. MRD/DoP/Cir- 05/2007 dated April 27, 2007, it is now mandatory that Permanent Account Number (PAN) issued by the IT Department would be the sole identification number for all participants transacting in the securities market, irrespective of the amount of transaction. Please note that furnishing of PAN with an attested copy of your PAN Card for each applicant / unit holder is mandatory for all investments. In the absence of this, your application will be rejected. The attestation of the PAN card may be done by a Notary Public or a Gazetted Officer or a Manager of a Bank or a financial advisor under it's / his seal and should carry the name and designation of the person attesting it.PAN will not be required incase of SIP where aggregate of installments in a financial year i e April to March does not exceed Rs 50,000. This exemption will be applicable only to investments by individuals, Non Resident Indian (NRI), minors, joint holders and sole proprietary firms (but not including Persons of Indian Origin (PIO), Hindu Undivided Family (HUF) and other categories). PAN requirement is also exempt for investors residing in the state of Sikkim, Central Government, State Government, and the officials appointed by the courts

1. The nomination can be made only by individuals holding units on their own behalf singly or jointly. Non-Individuals including Society, Trust, Body Corporate, Partnership Firm, Karta of Hindu Undivided Family, holder of Power of Attorney cannot nominate. If the units are held jointly, all joint holders will sign the nomination form.

2. A minor can be nominated and in that event, the name and address of the guardian of the minor nominee shall be provided by the Unitholder. If no guardian is provided, nomination of minor will be invalid. The guardian should be a person other than the Unitholder. Nomination can also be in favour of the Central Govt, State Govt, local authority, any person designated by virtue of his office or a religious charitable trust.

3. The Nominee shall not be a trust other than a religious or charitable trust, society, body corporate, partnership firm, Karta of Hindu Undivided Family or a Power of Attorney holder. A non-resident Indian can be a Nominee subject to the exchange controls in force, from time to time.

4. Nomination in respect of the units stands rescinded upon the transfer of units. 5. The nomination facility extended under the Scheme is subject to existing laws. The AMC shall, subject to

production of such evidence which in their opinion is sufficient, proceed to effect the payment / transfer to the Nominee(s). Transfer of Units / payment to the nominee(s) of the sums shall discharge the Mutual Fund / AMC of all liability towards the estate of the deceased Unit holder and his / her / their successors / legal heirs.

6. The cancellation of nomination can be made only by those individuals who hold units on their own behalf singly or jointly and who made the original nomination. (Please note that if one of the joint holder dies other surviving holder cannot cancel.)

7. On cancellation of the nomination, the nomination shall stand rescinded and the Asset Management Company shall not be under any obligation to transfer the units in favour of the Nominee.

8. Nomination shall be registered only if the form is filled in completely.9. Nomination can be made for maximum of 3 nominees. In case of multiple nominees, the percentage of

allocation / share in favour of each of the nominees should be indicated against their name and such allocation / share should be in whole numbers without any decimals making a total of 100 percent. In the event of Unit holders not indicating the percentage of allocation / share for each of the nominees, the Mutual Fund / the AMC, by invoking default option shall settle the claim equally amongst all the nominees.

10. The investor(s) by signing this nomination form is / are deemed to have read and understood the provisions of Regulation 29 A of SEBI (Mutual Funds) Regulations, 1996, read with SEBI circular dated Feb. 16, 2004 and / or any amendments thereto or any rules / regulations framed in pursuance thereof governing the nomination facility and agree/s to be bound by the same.For multiple nomination form please contact the nearest AMC office or Registrar. The form can be obtained from the website www.axismf.com

Please read the SID carefully before signing the application form and tendering payment.

INSTRUCTIONS FOR COMPLETING THE APPLICATION FORM

INSTRUCTIONS FOR COMPLETING THE NOMINATION SECTION

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 AMC from time to time. Any one of the following PHOTO IDENTIFICATION documents can be submitted along with Micro SIP applications as proof of identification in lieu of PAN. • Voter Identity Card • Driving License • Government/ Defense identification card • Passport • Photo Ration Card • Photo Debit Card (Credit card not included because it may not be backed up by a bank account) • 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 statutes like ICAI, ICWA, ICSI • Permanent Retirement Account No (PRAN) card isssued to New Pension System (NPS) subscribers by CRA (NSDL) • Any other photo ID card issued by Central Government/ State Governments/ Municipal authorities/ Government organizations like ESIC/ EPFO

KYC COMPLIANCE WITH ANTI MONEY LAUNDERING (AML) REGULATIONSPlease note that for investments of Rs 50,000 or more, it is mandatory for each applicant / unit holder to be KYC-compliant. Please enclose a copy of the KYC Acknowledgement Letter issued by CDSL Ventures Ltd with your application for investment. PLEASE ALSO NOTE THE FOLLOWING:• POA Holders need to be KYC-compliant.• Guardians to minor applicants need to be KYC compliant.In case you are not yet KYC-compliant, please approach a Point of Service (POS) of CDSL Ventures Limited to obtain KYC compliance and submit a copy of your KYC acknowledgement letter to us.

APPLICATIONS UNDER POWER OF ATTORNEYAn applicant wanting to transact through a power of attorney must lodge the photocopy of the Power of Attorney (PoA) attested by a Notary Public or the original PoA (which will be returned after verification) within 30 days of submitting the Application Form / Transaction Slip at a Designated ISC’s / Official Point of acceptance or along with the application in case of application submitted duly signed by POA holder. Applications are liable to be rejected if the power of attorney is not submitted within the aforesaid period.

ELECTRONIC SERVICES FACILITYThe AMC intends to provide Electronic Transaction Facility including through its website and over phone. For more details, Terms & Conditions and for availability of Online Transaction refer AMC websitewww.axismf.com and for EasyCall facility please contact the nearest AMC or Registrar.

SIP

1. Unit Holder can enroll for the SIP by submitting duly completed SIP Application Form and SIP Electronic debit mandate form for electronic debits. Alternatively unit holder can enroll for the SIP using EasyCall facility subject to services offered by AMC from time to time. The first investment shall be through cheque only during NFO.

2. SIP during NFO shall be available only through electronic debit facility.3. An Investor shall have the option of choosing any date of the month as his SIP date. The minimum

amount per SIP installment shall be as specified in SID / KIM. The minimum number of installments under the SIP is 36. If the SIP period is not specified by the unit holder then the SIP enrolment will be deemed to be for perpetuity and processed accordingly.

4. All SIP cheques / payment instructions will be of the same amount and same date (excluding first cheque).

5. There will be a gap of 30 days between first SIP Installment and the second installment in case SIP started during ongoing offer. The second installment for SIP application received during NFO shall start from November, 2010.

6. If the Fund fails to get the proceeds from three Installments out of a continuous series of Installments submitted at the time of initiating a SIP (Subject to a minimum under SIP i.e. 36 months), the SIP is deemed as discontinued.

7. Investors can discontinue the SIP facility at any time by sending a written request to any of the Official Point(s) of Acceptance. Notice of such discontinuance should be received at least 30 days prior to the due date of the next debit.

8. In case of “At Par” cheques, investors need to mentioned the MICR number of his actual bank branch.9. Axis Mutual Fund reserves the right to reject any application without assigning any reason thereof.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 various clearing cycles for ECS.

11.Axis Mutual Fund, its registrars and other service providers shall not be responsible and liable for any damages/ compensation for any loss, damage etc. incurred by the investor. The investor assumes the entire risk of using this facility and takes full responsibility.

NRIs, FIIs

Repatriation Basis• NRIs : Payment may be made either by inward remittance through normal banking channels or out of funds

held in a Non-Resident (External) Rupee Account (NRE) / Foreign Currency (Non-Resident) Account (FCNR). In case Indian rupee drafts are purchased abroad or from Foreign Currency Accounts or Non-resident Rupee Accounts an account debit certificate from the Bank issuing the draft confirming the debit will need to be enclosed.

• FIIs shall pay their subscription either by inward remittance through normal banking channels or out of funds held in Foreign Currency Account or Non-Resident Rupee Account maintained by the FII with a designated branch of an authorised dealer.

Non-repatriation BasisIn the case of NRIs, payment may be made either by inward remittance through normal banking channels or out of funds held in a NRE / FCNR / Non-Resident Ordinary Rupee Account (NRO). In case Indian rupee drafts are purchased abroad or from Foreign Currency Accounts or Non-resident Rupee Accounts an account debit certificate from the Bank issuing the draft confirming the debit will need to be enclosed.

Existing Investors - Please fill in Sections 1, 9, 10,11 and 13 only1 EXISTING FOLIO NUMBER

Date of Birth D D M M Y Y

2

MODE OF OPERATION Single Joint Anyone or Survivor (Default option is Joint)4

OCCUPATION (of First/ Sole Applicant) Service Housewife Defence Professional Retired Business Agriculture Others (specify)5

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

6B

CONTACT & ADDRESS OF POWER OF ATTORNEY HOLDER (PO Box address is not sufficient)

Address

City State Pincode

Mobile Landline No.

Email

7

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)



6A

Refer instruction related to PAN & KYC

Signature of Account Holder(s) as per Bank records

Authorised Signatory(ies) *To be processed in NFO software

Date D D M M Y YApplication No.

Form

1

STATUS of first applicant Resident Individual Bank HUF Proprietor Minor Society FII Partnership Firm NRI PIO Trust Company Other (specify)

3





UNIT HOLDER INFORMATION

Name of the First Applicant/ Corporate Investor

Mr/ Ms/ M/s/ Dr/ Minor PAN (mandatory) Enclosed - PAN Proof KYC Letter

Name of the Second Applicant

Mr/ Ms/ M/s/ Dr PAN (mandatory) Enclosed - PAN Proof KYC Letter

Name of the Third Applicant


Name of the Guardian (in case of a minor)


Name of the Power of Attorney Holder

Mr/ Ms/ M/s PAN (mandatory) Enclosed - PAN Proof KYC Letter

LUMPSUM

APPLICATION FORMN

FO

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en

s : 3

0 J

un

e, 2

01

0 N

FO c

lose

s : 2

9 J

uly

, 2

01

0

Date D D M M Y YTo CMS DEPARTMENT OF AXIS BANK

I/ We

authorise you to debit my/ our account no. to pay for the

purchase of Please debit an amount of Rs (in figures)

Rs (in words)

*

Name of the account holder(s)

Axis Triple Advantage Fund.

Application No.

10A DEBIT MANDATE FOR AXIS TRIPLE ADVANTAGE FUND (For Axis Bank account holders only)

TO BE DETACHED BY AUTHORISED PERSONNEL OF AXIS BANK CMS DEPT.

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.

Distributor Code/ ARN No Sub-distributor Code/ARN No

MO Code Date of ReceiptBank Branch Code Bank Sr NoSol ID

Application No.

Stamp & Signature

AXIS MUTUAL FUND - ACKNOWLEDGMENT SLIP (To be filled in by the investor)

Received from Mr/ Ms/ M/s

for Rs (in figures) on date vide instrument no.D D M M Y Y

an application for purchase of units in Axis Triple Advantage Fund Dividend Re-investment Dividend PayoutGrowth

ARN - 25682

10 A Debit Mandate(Debit mandate also to be filled separately. Facility available for Axis Bank a/c Holders only.)

A/c No.

Branch

Total amount Rs (In figures)

Rs (In words)

DD Charges Rs (In figures)

inclusive of DD charges

inclusive of DD charges

if paid

PAYMENT OPTIONS (Please üeither Debit Mandate or Cheque/ DD)10

10 B Cheque/ DD

Cheque/ DD No. Cheque/ DD Date

Drawn on (Bank/ Branch Name)

Cheque Issuer Name (In case cheque is issued by person other than the investor)

D D M M Y Y

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

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)

(specify)

9

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 ) I/ We wish to receive all communication through physical mode in lieu of email.ü

8

I / We do hereby nominate the under mentioned person to receive the units to my / our credit in this folio no. in the event of my / our death. I / We also understand that all payments and settlements made to such Nominee, and signature of the Nominee acknowledgment receipt thereof shall be a valid discharge by the AMC / Mutual Fund / Trustee.

Nominee's Name

Relationship

Address

12 NOMINATION DETAILS

D D M Y YM Y Y

In case Nominee is a Minor

Name of Guardian

Address of Guardian

Date of Birth Signature of Guardian

In case of more than one nominee, kindly submit multiple nomination (maximum 3 nominees) forms. Extra nomination forms can be obtained from the nearest ISC or Registrar or from the AMC website.

Having read and understood the content of the SID / SAI of the scheme, I / we hereby apply for units of the scheme. I have read and understood the terms, conditions, rules and regulations governing the scheme. I / We hereby declare that the amount invested in the scheme is through legitimate source only and does not involve designed for the purpose of the contravention of any Act, Rules, Regulations, Notifications or Directives of the provisions of the Income Tax Act, Anti Money Laundering Laws, Anti Corruption Laws or any other applicable laws enacted by the Government of India from time to time. I / We have understood the details of the Scheme & I / we have not received nor have been induced by any rebate or gifts, directly or indirectly in making this investment. I / We confirm that the funds invested in the Scheme, legally belongs to me / us. In event “Know Your Customer” process is not completed by me / us to the satisfaction of the Mutual Fund, (I / we hereby authorize the Mutual Fund, to redeem the funds invested in the Scheme, in favour of the applicant, at the applicable NAV prevailing on the date of such redemption and undertake such other action with such funds that may be required by the law.) The ARN holder has disclosed to me/ us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me / us. For NRIs only - I / We confirm that I am/ we are Non Residents of Indian nationality / origin and that I / We have remitted funds from abroad through approved banking channels or from funds in my/ our Non Resident External / Non Resident Ordinary / FCNR account. I / We confirm that details provided by me / us are true and correct.

Second ApplicantFirst / Sole Applicant / Guardian

Power of Attorney HolderThird Applicant

13 DECLARATION AND SIGNATURES

Axis Asset Management Company Limited

Investment Manager to Axis Mutual Fund

11th Floor, Nariman Bhavan, Vinay K Shah Marg, Nariman Point, Mumbai 400 021, India.

Tel 91 22 3940 3300 Fax 91 22 2204 0130 Toll Free 1800 3000 3300 Email [email protected] www.axismf.com

Documents as listed below are to be submitted along with the Application Form (as applicable to your specific case)CHECKLIST

Form

1

(Please tick the appropriate option in which you wish to invest.)ü

Axis Triple Advantage Fund Dividend Re-investment Dividend PayoutGrowth

11 INVESTMENT DETAILS

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.

AXIS MUTUAL FUND - ACKNOWLEDGMENT SLIP (To be filled in by the investor)

Received from Mr/ Ms/ M/s/ Dr

for Rs (in figures) on date vide instrument no.D D M M Y Y

an application for purchase of units in Axis Triple Advantage Fund Dividend Re-investment Growth Dividend Payout

Stamp & Signature

Application No.

MODE OF OPERATION Single Joint Anyone or Survivor (Default option is Joint)4

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

6B

CONTACT & ADDRESS OF POWER OF ATTORNEY HOLDER (PO Box address is not sufficient)

Address

City State Pincode

Mobile Landline No.

Email

7

OCCUPATION (of First/ Sole Applicant)

Service Housewife Defence Professional Retired Business Agriculture Other (specify)

5

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.




6A

Form

2

Existing Investors - Please fill in Sections 1, 9, 10,11 and 13 only1 EXISTING FOLIO NUMBER

Date of Birth


D D M M Y Y


Name of the First Applicant / Corporate Investor

Mr/ Ms/ M/s/ Dr/ Minor PAN (mandatory)* Enclosed - PAN Proof KYC Letter**

Name of the Second Applicant

Mr/ Ms/ M/s/ Dr PAN (mandatory)* Enclosed - PAN Proof KYC Letter**

Name of the Third Applicant


Name of the Guardian (in case of a minor)


Name of the Power of Attorney Holder

Mr/ Ms/ M/s PAN (mandatory)* Enclosed - PAN Proof KYC Letter**

2





SIP Registration by New Investor SIP Registration by Existing Investor Micro SIP Registration by New Investor Micro SIP Registration by Existing Investor

**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 Type of supporting document Identification number detailsD D M M Y Y

Application No.

STATUS OF FIRST APPLICANT

Resident Individual Bank HUF Proprietor Guardian Society FII Partnership Firm

NRI PIO Trust Company Minor Other (specify)

3

Date D D M M Y Y

SYSTEMATIC INVESTMENT PLAN (SIP)APPLICATION FORM

NFO

op

en

s : 3

0 J

un

e, 2

01

0 N

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s : 2

9 J

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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.

Distributor Code/ ARN No Sub-distributor Code/ARN No

MO Code Date of ReceiptBank Branch Code Bank Sr NoSol ID

ARN - 25682

I / We do hereby nominate the under mentioned person to receive the units to my / our credit in this folio no. in the event of my / our death. I / We also understand that all payments and settlements made to such Nominee, and signature of the Nominee acknowledgment receipt thereof shall be a valid discharge by the AMC / Mutual Fund / Trustee.

Nominee's Name

Relationship

Address

12 NOMINATION DETAILS

D D M Y YM Y Y

In case Nominee is a Minor

Name of Guardian

Address of Guardian

Date of Birth Signature of Guardian

In case of more than one nominee, kindly submit multiple nomination (maximum 3 nominees) forms. Extra nomination forms can be obtained from the nearest ISC or Registrar or from the AMC website.

Having read and understood the content of the SID / SAI of the scheme, I / we hereby apply for units of the scheme. I have read and understood the terms, conditions, rules and regulations governing the scheme. I / We hereby declare that the amount invested in the scheme is through legitimate source only and does not involve designed for the purpose of the contravention of any Act, Rules, Regulations, Notifications or Directives of the provisions of the Income Tax Act, Anti Money Laundering Laws, Anti Corruption Laws or any other applicable laws enacted by the Government of India from time to time. I / We have understood the details of the Scheme & I / we have not received nor have been induced by any rebate or gifts, directly or indirectly in making this investment. I / We confirm that the funds invested in the Scheme, legally belongs to me / us. In event “Know Your Customer” process is not completed by me / us to the satisfaction of the Mutual Fund, (I / we hereby authorize the Mutual Fund, to redeem the funds invested in the Scheme, in favour of the applicant, at the applicable NAV prevailing on the date of such redemption and undertake such other action with such funds that may be required by the law.) The ARN holder has disclosed to me/ us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me / us. I/We confirm the I/We do not have any existing Micro SIP investments which together with the current application will result in aggregate investments exceeding Rs. 50,000 in a year (Applicable for Micro SIP investment only.) For NRIs only - I / We confirm that I am/ we are Non Residents of Indian nationality / origin and that I / We have remitted funds from abroad through approved banking channels or from funds in my/ our Non Resident External / Non Resident Ordinary / FCNR account. I / We confirm that details provided by me / us are true and correct.

Second ApplicantFirst / Sole Applicant / Guardian

Power of Attorney HolderThird Applicant

13 DECLARATION AND SIGNATURES

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 ) Email communication will help save paper & the planet. I/ We wish to receive all communication through physical mode in lieu of email.

ü.

8

Axis Asset Management Company Limited

Investment Manager to Axis Mutual Fund

11th Floor, Nariman Bhavan, Vinay K Shah Marg, Nariman Point, Mumbai 400 021, India.

Tel 91 22 3940 3300 Fax 91 22 2204 0130 Toll Free 1800 3000 3300 Email [email protected] www.axismf.com

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.

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

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.)

(specify)

9

Dividend Re-investment Growth Dividend PayoutAxis Triple Advantage Fund

Form

2

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.

Authorization to pay SIP instalments through Electronic Debit Arrangement

I/We hereby, authorise Axis Mutual Fund and its authorised service provider to debit my/our bank account by Electronic Debit for the collection of SIP instalments.


Folio No.

Name of first applicant

PAN Mobile

E-mail

Preferred messaging medium SMS - Yes No E-mail - Yes No

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

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.

(specify)

Bank Account Holder (2) Bank Account Holder (3)

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)

Date Place D D M M Y Y

Signature of the authorised official from the bank Bank stamp

FOR BANK USE ONLY

We, hereby, certify that the particulars furnished above are correct as per our records, and we, hereby, declare that a copy of this form, duly completed, has been submitted to us.

Branch Date D D M M Y Y

AUTHORISATION OF THE BANK ACCOUNT HOLDER

This is to inform you that I/ we have registered for the Electronic Debit facility and that my payment towards SIP installments shall be made from my/ our below mentioned bank account with your bank. I/ We authorise the representative carrying this Electronic debit mandate form to get it verified and executed. I/ We hereby authorised the bank to debit verification charges if any from my / our account as mention above.

Account Holder's signature (As in bank records)

Account numberJoint Account Holder's signature

(As in bank records)

SIP DETAILS

Scheme name - Axis Triple Advantage Fund

SIP Start Date End Date (should be a minimum of 3 years from the start date) No. of Installments

Monthly SIP amount Rs. Rs. (in figures) (in words)

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.

Please submit this form along with the SIP application form (Form 2)

Form

3

Account holders of the following banks

Axis Bank, Bank of Baroda, Bank of India, HDFC Bank, IDBI Bank, IndusInd Bank, Kotak Mahindra Bank, Punjab National Bank, Union Bank of India and State Bank of India

D D M M Y Y D D M M Y Y

Application No.

SYSTEMATIC INVESTMENT PLANELECTRONIC DEBIT MANDATE

Axis Triple Advantage Fund Application form

Documents

Transcript of Axis Triple Advantage Fund Application form