SIP REGISTRATION FORM

for first time investors, submit Common Application form along with this form.

Distributor SUB-Distributor Internal Employee RIA PMR (Portfolio Manager's Serial No., Date
SUB-Broker/Sol ID EUIN Number ^^ & Time Stamp
ARN ARN Code CODE^ Registration)

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, have invested in the
scheme(s) of Axis Mutual Fund under Direct Plan. I/We hereby give my/our consent to share/provide the transactions data feed/portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all schemes of
Axis Mutual Fund, to the above mentioned SEBI Registered Investment Adviser. ^^I/We, have invested in the scheme(s) of Axis Mutual Fund under Direct Plan. I/We hereby give my/our consent to share/provide the
transactions data feed/portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all schemes of Axis Mutual Fund, to the above mentioned SEBI Registered Portfolio Manager.
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.

You/ Sole Applicant /Guardian Second Applicant Third Applicant Power of Attorney Holder

TRANSACTION CHARGES FOR APPLICATIONS THROUGH DISTRIBUTORS ONLY (Refer Instruction No. 20)
I confirm that I am a first time investor across Mutual Funds. OR I confirm that I am an existing investor across Mutual Funds.
In case the subscription amount is ` 10,000 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.

1. YOUR INFORMATION (MANDATORY)

EXISTING INVESTOR’S FOLIO NUMBER Folio number

(If you have an existing folio with KYC validated, please mention here)

Your Name (as in PAN Card / KYC records) Mr. Ms. M/s.

Name of the Guardian Mr. Ms. M/s. (In case First / Sole Applicant is minor) / Contact Person - Designation / PoA HOLDER (In case of Non-individual Investors)

Your PAN 2nd Holder PAN 3rd Holder PAN

DO NOT FILL THE MANDATE BELOW, IF OTM DETAILS ARE PROVIDED IN SECTION 2 ON THE NEXT PAGE.
To register Axis One Time Mandate, please fill and submit the One Time Mandate form separately.

UMRN Bank use Date D D M M Y Y Y Y

Tick ( ) Sponsor Bank Code Bank use Utility Code Bank use
CREATE I/We hereby authorize Axis Mutual Fund to debit (tick ) SB CA CC SB-NRE SB-NRO Other
MODIFY
Bank a/c number
CANCEL
with Bank Name of customers bank IFSC or MICR
an amount of Rupees In Words ` In Figures

FREQUENCY Mthly Qtly H-Yrly Yrly As & when presented DEBIT TYPE Fixed Amount Maximum Amount
Reference 1 PAN No. Phone No.
Reference 2 All Schemes of Axis Mutual Fund Email ID
I agree for the debit of mandate processing charges by the bank whom I am authorizing to debit my accounts as per latest schedule of charges of the bank.

PERIOD
From D D M M Y Y Y Y

To D D M M Y Y Y Y Signature Primary Account holder Signature of Account holder Signature of Account holder
Maximum period of validity of this mandate is 1. 2. 3.
40 years only Name as in bank records Name as in bank records Name as in bank records
This is to confirm that the declaration (as mentioned overleaf) has been carefully read, understood & made by me / us. I am authorizing the User Entity / Corporate to debit my account, based on the instructions as agreed and signed by me.
I have understood that I am authorized to cancel / amend this mandate by appropriately communicating the cancellation / amendment request to the User entity / Corporate or the bank where I have authorized the debit.

MANDATORY FIELDS : • Instrument Date • Account type • Bank A/c number (core banking a/c no only) • Bank name • IFSC code or MICR code (as per the cheque / pass book)
• Amount (in words & in figures) • Period start date and end date • Account holder signature • Account holder name as per bank records

ACKNOWLEDGMENT SLIP (To be filled by the investor)

Investor Name

SIP Scheme 1 Top-up Yes No

SIP Scheme 2 Top-up Yes No

SIP Scheme 3 Top-up Yes No Stamp & Signature

 2. SIP DETAILS SIP Registration Mode A-OTM K-OTM Mandate along with SIP form

OTM Reference No.

Frequency SIP Date/Day Enrollment Period TOP-UP Facility
(DD) SIP Amount
Scheme / Plan / Option (Ref Inst. no. 5) (Ref Inst. (MMYY) (Optional) Only available for Monthly SIP
no. 13 B) % Top-Up Fixed Amount
**Daily From % ` in figures
D D
` in figures (in multiple of 5 only)
#Weekly st
(1 to 28 ) th
To Frequency in words
*Monthly Half Yearly
Last date Maximum Duration
*Yearly of month in words Yearly
of 40 years
% Top-Up Fixed Amount
**Daily From
D D
` in figures % ` in figures
#Weekly (in multiple of 5 only)
(1st to 28th) To
*Monthly Frequency in words
Last date Maximum Duration Half Yearly
*Yearly of month in words
of 40 years
Yearly
% Top-Up Fixed Amount
**Daily From
D D
` in figures % ` in figures
#Weekly (in multiple of 5 only)
(1st to 28th) To
*Monthly Frequency in words
Last date Maximum Duration Half Yearly
*Yearly of month in words
of 40 years
Yearly
In case of multiple selection, SIP Top Up will be registered with ‘Fixed Amount mentioned'.
SIP minimum Top-up amount is ` 1/- and in multiple of `1/-for all schemes except Axis Long Term Equity Fund the minimum amount is ` 500/- and in multiples of ` 500/- thereafter.
SIP initial payment details (Optional)
Drawn on bank / branch name Amount

Mode Cheque/DD Cheque/DD Dated D D M M Y Y Y Y

In case of multiple SIP, mention "Axis MF Multiple Schemes" on the payment instrument.

3. Declaration and Signature (to be signed by all unit holders if mode of holding is ‘joint’)
I / We declare that the particulars furnished here are correct. I / We authorize Axis Mutual Fund acting through its service providers to debit my / our bank account towards
payment of SIP installments and/ or any lumpsum payments through an Electronic Debit arrangement / NACH (National Automated Clearing House) as per my request from
time to time. 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. I/We hereby authorize to honour such payments and have signed and endorsed the Mandate Form.
Further, I authorize my representative (the bearer of this request) to get the above Mandate verified. Mandate verification charges, if any, may be charged to my/our account.
You/ Sole Applicant /Guardian Second Applicant Third Applicant

INSTRUCTIONS FOR SIP & TOP-UP

1. Multiple SIP registration facility is not available for Axis Children's Gift Fund, ETF schemes and 12. As per SEBI circular dated August 22, 2011, Transaction Charge per subscription of
during NFO. ` 10,000/- and above shall be charged from the investors and shall be payable to the distributors/
2. OTM end date cannot be more than 40 years form the date of the mandate. brokers (who have not opted out of charging the transaction charge) in respect of applications routed
through distributor/broker relating to Purchases / subscription / new inflows only (lumpsum and
3. The end date mentioned on SIP application should be equal to or, less than the end date mentioned on SIP), subject to the following:
SIP NACH/OTM. If SIP end date exceeds from the date mentioned on the NACH/OTM then, SIP will
be registered as per NACH/OTM end date. • For Existing / New investors: `100 / `150 as applicable per subscription of `10,000/– and above.
4. Investors are required to submit Form along with a photo copy/cancelled cheque of Debit Bank • Transaction charge for SIP shall be applicable only if the total commitment through SIP amounts
Account at least 21 days before the first SIP Installment date. to `10,000/- and above. In such cases the transaction charge would be recovered in maximum 4
successful installments.
5. *Investor shall have the option of choosing any date. In case the selected date falls on a Non-Business
Day or on a date which is not available in a particular month, the SIP will be processed on the • There shall be no transaction charge on subscription below `10,000/-.
immediate next business day/date. If SIP debit date is not mentioned default date would be • There shall be no transaction charges on direct investments.
considered as 7th of every month. If the SIP date falls on a non-business day or a bank holiday, the SIP • There shall be no transaction charges for transaction other than purchases/ subscriptions
debit will be processed on the following business day. ** Will be triggered and processed only on relating to new inflows such as Switches, etc.
Business Days. # will be triggered and processed on the day opted by the investor. If the day opted
falls on non-business day, it will be triggered and processed on the next business day. • Transactions carried out through the Stock Exchange platforms for mutual funds shall not be
subject to transaction charges.
6. Please refer below table for minimum installments:
The requirement of minimum application amount shall not be applicable if the investment amount
**Daily/#Weekly/*Monthly *Yearly falls below the minimum requirement due to deduction of transaction charges from the subscription
Min. ` Min Inst. Min. ` Min Inst. amount.
All schemes, except ETFs 100 6 12000 3 However, the option to charge “transaction charges” is at the discretion of the distributors.
& schemes mentioned in Investors may note that distributors can opt to receive transaction charges based on type of the
tables below. Scheme. Accordingly, the transaction charges would be deducted from the subscription amounts, as
**Daily/#Weekly *Monthly *Yearly applicable.
Min. ` Min Min. ` Min Min. ` Min 13. Investor will not hold Axis Mutual Fund, its registrars and other service providers responsible if the
Inst. Inst. Inst. 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 of NACH Debit/ Local/Bank holiday. Axis Mutual
Axis Overnight Fund & 1000 6 NA NA NA NA Fund, its registrars and other service providers shall not be held responsible or liable for damages /
Axis Liquid Fund compensation / loss incurred by the investor as a result of using the SIP or ECS / Auto debt facility.
Axis Long Term Equity Fund* NA NA 500 6 6000 3 The investor assumes the entire risk of using this facility and takes full responsibility.
Axis Banking & PSU Debt Fund, 100 6 1000 6 12000 3 14. Investor can change bank details for SIP by submitting a “CHANGE OF BANK MANDATE - FOR SIP”
Axis Childrens Gift Fund, Axis form available on the website or at any Investor Service Centre along with cancelled cheque of the
Credit Risk Fund, Axis Dynamic new bank with the investor’s name printed on it.
Bond Fund, Axis Equity ETFs FoF, 15. TOP-UP Facility: Under this facility the Investor can increase the SIP installment at pre-defined
Axis Floater Fund, Axis Gilt Fund, intervals by a fixed amount or any time as per the request. This facility is available for individual
investors only. For availing the said facilities, investors are required to note the following:
Axis Money Market Fund, Axis
Retirement Savings Fund, Axis • Investor willing to register TOP-UP should provide the TOP-UP details along with the SIP
enrolment details.
Short Term Fund, Axis Silver
Fund Of Fund, Axis Treasury • The application form for availing the SIP Top-up facility should be submitted 21 days before the
Advantage Fund, Axis Ultra first SIP instalment date.
Short Term Fund • The minimum amount for SIP Top-up facility is Re 1- and in multiples of Re 1/- for all schemes
offering SIP facility; except Axis ELSS Tax Saver Fund, where the minimum amount for SIP Top-up
Axis Nifty AAA Bond Plus NA NA 1000 6 NA NA is Re 500 and in multiples of Rs 500 thereafter.
SDL Apr 2026 50:50 ETF FoF, • The minimum Top-up percentage is 5% of the SIP amount and in multiples of 5% thereafter for all
Axis CRISIL IBX 50:50 Gilt Plus schemes offering SIP facility. Currently, percentage based SIP Top-up is available for physical
SDL September 2027 Index mode. The percentage based SIP Top-up is unavailable for Axis ELSS Tax Saver Fund.
Fund, Axis CRISIL IBX 50:50 Gilt • Percentage SIP Top-up would be computed on the immediately preceding SIP instalment amount.
Plus SDL June 2028 Index Fund
• In case of discrepancy in the Top-Up amount/percentage, SIP will be registered without Top-Up
& Axis Nifty SDL September Facility.
2026 Debt Index Fund
• Top-up frequencies available are Half-Yearly/ Yearly/ Dynamic (i.e. as and when requested).
Axis CRISIL IBX SDL May NA NA 1000 6 12000 3
2027 Index Fund, Axis CRISIL • In case Top-Up frequency is not indicated, it will be considered as Yearly by Default.
IBX 70:30 CPSE Plus SDL April • The Top-up date will correspond to the date of registered SIP.
2025 Index Fund & Axis Long • Top-up will continue till the end of the SIP tenure by default.
Duration Fund • In case of Dynamic Top-up option, the gap between SIP registration and first Top-Up request
Note: For all schemes, minimum amount is as per above table and thereafter in multiple of ` 1. should be at least 6 months and subsequently the gap between two Top-up requests should be at
least 3 months.
For Long Term Equity Fund Minimum amount is as per above table and thereafter in multiple of `500*.
• No modification can be made to SIP Top-up frequency / amount / percentage during the SIP
7. If no amount is mentioned minimum SIP installment amount would be considered. tenure. SIP Top-up facility can be discontinued only by cancelling the SIP.”
8. For details about the Scheme and its facility please refer the SID, SAI & KIM of the respective • Please see the illustration below to know how to calculate SIP Top-Up amount:
schemes / Addendum issued from time to time carefully before investing.
• SIP Starts on 07/May/2016 • SIP ends on 07/12/2099 • SIP amount is `1000
9. For daily, weekly and monthly frequency the SIP will be discontinued automatically if payment is not
received for three successive installments. In case of Yearly frequency, the SIP registration will stand • Top-Up amount is ` 500 • Top-Up Frequency is Half-yearly
automatically cancelled, in case of 2 consecutive failed debits. Top-Up date SIP Amount Top-Up New SIP
10. Investors can discontinue a SIP at any time by sending a written request to any Official Point of (`) Amount (`) Amount (`)
Acceptance or to the registrar KFin Technologies Limited. Notice of such discontinuance should be 7-Nov-2016 1000 500 1500
received at least 10 days prior to the due date of the next installment / debit. 7-May-2017 1500 500 2000
11. Mandate will be processed through NACH platform offered by NPCI. 7-Nov-2017 2000 500 2500
7-May-2018 2500 500 3000
 ONE TIME MANDATE (OTM) FORM
• One Time Mandate (OTM) is a common application form for registration of mandate centrally and not being folio specific.
• OTM registration will be PAN Based and will be available for investment in all folios available with Axis Mutual Fund for Multiple SIPs and additional purchases.
• One Time Mandate is only available to HUFs, Proprietor Firms and individual investors with “Single” or "Either or Survivor" mode of holding.

01 INVESTOR DETAILS (If One Time Mandate registration is not required, skip this section and only fill the NACH Mandate below.)

Name of Applicant

PAN

Bank Name Account No.

I / We declare that the particulars furnished here are correct. I / We authorize Axis Mutual Fund acting through its service providers to debit my / our bank account towards
payment of SIP installments and/ or any lumpsum payments through an Electronic Debit arrangement / NACH (National Automated Clearing House) as per my request from time
to time.
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.
I/We hereby authorize to honour such payments and have signed and endorsed the Mandate Form.
Further, I authorize my representative (the bearer of this request) to get the above Mandate verified. Mandate verification charges, if any, may be charged to my/our account.
I/ We hereby agree to read the respective SID and SAI of the mutual fund before investing in any scheme of Axis Mutual Fund using this facility.
I/ We request you to make provisions for me/ us and/ or an advisor authorized by me to be able to utilize this mandate for any transaction (not limited to SIP and/ or Lumpsum
payments) in all the folios associated with my PAN mentioned above any mode of transaction available to me time to time from Axis Mutual Fund.
I/ We give my consent to Axis Asset Management Company Limited and its agents to contact me over phone, SMS, email or any other mode to address my investment related
queries and/or receive communication pertaining to transactions/ non-commercial transactions/ promotional/ potential investments and other communication/ material
irrespective of my blocking preferences with the Customer Preference Registration Facility.

Signature of PAN Holder (as per folio record)

Date D D M M Y Y Y Y Place

UMRN Bank use Date D D M M Y Y Y Y

Tick ( ) Sponsor Bank Code Bank use Utility Code Bank use
CREATE I/We hereby authorize Axis Mutual Fund to debit (tick ) SB CA CC SB-NRE SB-NRO Other
MODIFY
Bank a/c number
CANCEL
with Bank Name of customers bank IFSC or MICR
an amount of Rupees In Words ` In Figures

FREQUENCY Mthly Qtly H-Yrly Yrly As & when presented DEBIT TYPE Fixed Amount Maximum Amount
Reference 1 PAN No. Phone No.
Reference 2 All Schemes of Axis Mutual Fund Email ID
I agree for the debit of mandate processing charges by the bank whom I am authorizing to debit my accounts as per latest schedule of charges of the bank.

PERIOD
From D D M M Y Y Y Y

To D D M M Y Y Y Y Signature Primary Account holder Signature of Account holder Signature of Account holder
Maximum period of validity of this mandate 1. 2. 3.
is 40 years only Name as in bank records Name as in bank records Name as in bank records
This is to confirm that the declaration (as mentioned overleaf) has been carefully read, understood & made by me / us. I am authorizing the User Entity / Corporate to debit my account, based on the instructions as agreed and signed by me.
I have understood that I am authorized to cancel / amend this mandate by appropriately communicating the cancellation / amendment request to the User entity / Corporate or the bank where I have authorized the debit.

MANDATORY FIELDS : • Instrument Date • Account type • Bank A/c number (core banking a/c no only) • Bank name • IFSC code or MICR code (as per the cheque / pass book)
• Amount (in words & in figures) • Period start date and end date • Account holder signature • Account holder name as per bank records
ACKNOWLEDGMENT SLIP (To be filled by the investor)

Investor Name Stamp & Signature

PAN No.