COMMON TRANSACTION SLIP (for existing investors only)
Folio No. Date D D M M Y Y
Distributor ARN Sub-Distributor ARN Sol ID / Internal Sub-Broker Employee Code EUIN RIA CODE^ Serial No., Date & Time Stamp
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 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 First / Sole Applicant /
Second Applicant Third Applicant
the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided Guardian / POA
by the employee/relationship manager/sales person of the distributor/sub broker.
First / Sole Applicant
Note: Legal Entity Identifier Number is Mandatory for Transaction
LEI Code Valid up to D D M M Y Y Y Y value of INR 50 crore and above for Non-Individual investors.
RBI vide circular dated January 2021 on “Introduction of Legal Entity Identifier for Large Value Transactions in Centralized Payment Systems” decided to introduce the LEI system for all payment transactions of value
INR 50 crore and above for Real Time Gross Settlement (RTGS) and National Electronic Funds Transfer (NEFT). From April 1, 2021. In view of the same it will be mandatory to include 20-digit Legal Entity Identifier (LEI)
information while initiating any transaction of value INR 50 crore and above by entities (non-Individual) for purchase and redemption transaction.
I/We would like to apply for ADDITIONAL PURCHASE (fill section-A) REDEMPTION (fill section-B) SWITCH (fill section-C)
A ADDITIONAL PURCHASE
Scheme Plan Option Amount
Total In words In figures 0.00
Payment Options Cheque / DD RTGS / NEFT Transfer Debit Mandate (Fill section E) One Time Mandate
Bank Name Instrument No. UTR No (in case of RTGS / NEFT) / OTM ref no. in case of One time Mandate
` (in figures) ` (in words)
• In case of Multiple Investments, cheque / DD drawn should be favouring "Axis MF Multiple Schemes".
• RTGS/ NEFT/ Transfer not acceptable in case of Multiple Investment.
DEMAT ACCOUNT DETAILS OF FIRST / SOLE APPLICANT NSDL CDSL
Depository Participant
Depository Participant Name
(DP) ID
Beneficiary Account Number
Note: In case there is any change in your KYC information please update the same by using the prescribed 'KYC Change Request Form' and submit the same at the Point of Service of
any KYC Registration Agency.
B REDEMPTION All units OR No. of Units
OR ` (in figures) ` (in words)
Scheme Plan Option
Please Note: if the balance in your folio is less than this redemption request, all units or entire balance shall be redeemed.
*Bank account No.: Bank Name:
(*Please specify the bank details in which you wish to receive the redemption proceeds. Kindly note that this bank account should be one of the registered bank account in the folio else by default the redemption
proceeds will be credited into the default bank account. Also this can not be treated as change of bank mandate.)
C SWITCH All units OR No. of Units
OR ` (in figures) ` (in words)
From Scheme Plan Option
To Scheme Plan Option
D SIGNATURE
I/ We have read and understood the contents of the SID / SAI of the Scheme(s). I/ We have not received nor have been induced by any rebate or gifts, directly of indirectly in making this investment. The
money invested in the schemes is through legitimate sources and is not in contravention of any prevailing laws. Upfront commission shall be paid directly by the investor to the AMFI registered
distributor based on the investors’ assessment of various factors including the service rendered by the distributor.
First / Sole Applicant / Guardian / POA Second Applicant Third Applicant
E DEBIT MANDATE (For Axis Bank A/c only.) To be detached by Karvy & Presented to Axis Bank Branch Date D D M M Y Y Y Y
I/ We Name of the account holder(s)
Signature of First Account Holder
authorise you to debit my/our account no.
Account type Savings NRO NRE Current FCNR Others Specify
Signature of Second Account Holder
to pay for the purchase of Scheme Name
` (in figures)
Signature of Third Account Holder
` (in words)
In case of multiple investments, please mention scheme name as "Axis MF Multiple Schemes".
Date D D M M Y Y
ACKNOWLEDGMENT SLIP (To be filled by the investor)
Folio No. Received a request for Additional Purchase Redemption Switch
Name Stamp & Signature
