FORM 1 - FOR LUMPSUM / SIP INVESTMENTS

Application No.

Distributor ARN Sub-Distributor ARN Sol ID / Internal Sub-Broker Employee Code EUIN Serial No., Date & Time Stamp
E
Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the investor's assessment of various factors including the service rendered by the distributor.
“I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is
executed without any interaction or advice by the employee/relationship manager/sales person of the above
distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the
employee/relationship manager/sales person of the distributor/sub broker.”
TRANSACTION CHARGES FOR APPLICATIONS THROUGH DISTRIBUTORS ONLY In case the subscription amount is ` 10,000 I confirm that I am a first time investor across Mutual Funds.
or more and your Distributor has opted to receive Transaction Charges, the same are deductible as applicable from the purchase/ subscription amount and payable to the Distributor.
Units will be issued against the balance amount invested. I confirm that I am an existing investor in Mutual Funds.
1 EXISTING INVESTOR'S FOLIO NUMBER (If you have an existing folio with KYC validated, please mention here and skip to section 3/5.)
2 FIRST APPLICANT'S DETAILS (Non-individual invertors please fill in UBO annexure and attach along with application form) Mr. Ms. M/s
st
Name (1 )
Date of birth PAN Nationality Country of Birth
For Investments "On behalf of Minor" Birth Certificate School Certificate Passport Other Guardian named below is Father Mother Court Appointed^
Name of the Guardian if minor attach proof of date of birth / Contact person for non individuals / PoA holder name Guardian / PoA PAN

Correspondence / Overseas address (For FIIs/NRIs/PIOs)

City State Pin Code

Overseas address
Email Mobile Tel.
Are you a tax resident of any country other than India?
Status
Occupation
Gross Annual Income Is the entity involved in any of the following:
NON-INDIVIDUALS

OR
INDIVIDUALS

Foreign Exchange/ Money Changer Yes No

Net-worth* in ` as on as on Gaming/ Gambling/ Lottery
(casinos, betting syndicates) Yes No
*Not older than one year
Politically Exposed Person (PEP) Related to a PEP Money Lending/ Pawning Yes No
Any other information

SECOND APPLICANT'S DETAILS Mode of Holding Joint (Default) Anyone or Survivor Nationality Country of Birth Mr. Ms. M/s
nd
Name (2 )
PAN Mobile Email
Are you a tax resident of any country other than India?
Gross Annual Income <1L 1-5L 5-10L 10-25L >25L
INDIVIDUALS

Status
OR as on
Net-worth* in `
Occupation *Should not be older than one year Politically Exposed Person (PEP) Related to a PEP
Any other information

THIRD APPLICANT'S DETAILS Nationality Country of Birth Mr. Ms. M/s

Name (3rd)
PAN Mobile Email
Are you a tax resident of any country other than India?
Gross Annual Income <1L 1-5L 5-10L 10-25L >25L
INDIVIDUALS

Status OR as on
Net-worth* in `
*Should not be older than one year Politically Exposed Person (PEP) Related to a PEP
Occupation
Any other information

3 DEBIT MANDATE (For Axis Bank A/c only.) To be processed in CMS software under client code “AXISMF” TO BE DETACHED BY KARVY & PRESENTED TO AXIS BANK CMS Application No.
I/ We authorise you to debit my/our account no. Date
Account type to pay for the purchase of

Amount

ACKNOWLEDGMENT SLIP Received subject to realisation, verification and conditions, an application for purchase of Units as mentioned in the application form. Application No.
From

Cheque no. Date Amount Scheme

Stamp & Signature
4. SCHEME, PAYMENT & DEMAT DETAILS
Option Dividend Option Fund Type
SCHEME

Low risk (BLUE) Medium risk (YELLOW) High risk (BROWN)

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Note: Risk is represented as:
(BLUE) investors understand that (YELLOW) investors understand that (BROWN) investors understand that
their principal will be at low risk their principal will be at medium risk their principal will be at high risk

Investment Amount
In words

Lump sum / SIP

First SIP Installment / Lump sum Details
Mode of Payment
PAYMENTS

Cheque / DD / No.
Cheque / DD / Date
Drawn on Bnak / Branch Name
Pay-in Bank Account No.
Account Type
Second & Subsequent SIP Installment Details
SIP Period
Preferred Date for Monthly Debt
SIP through

NSDL / CDSL
DEMAT

Depository Participant Name

Depository Participant ID
Beneficiary Account Number

5. NOMINATION DETAILS
Name Signature
Guardian Name Allocation
Address (Guardian in case
%
(Date of Birth if nominee is minor) (in case Nominee is a Minor) Nominee is a Minor)

Unit Holder's Signature 100%

If you do not wish to nominate sign here.

6. DECLARATION AND SIGNATURE

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
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 authorise 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 commission (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 that I/We do not have any existing Micro SIP
investments which together with the current application will result in aggregate investments exceeding ` 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 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 true and correct.

NOTE : The NAV applicability shall be based on Time stamp at OPAs or ISCs of Mutual Fund.