I/We have read and understood the contents of the scheme related documents and hereby apply for allotment of units in the Scheme.

Distributor / Broker ARN
Sub-Broker Code
Sub-Broker ARN
EUIN
LG Code
RIA Code

I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the employee/relationship manager/sales person of the above distributor or notwithstanding the advice of inappropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees on this transaction.

I confirm that I am a first time investor across Mutual Funds.
(₹ 150 deductible as Transaction Charge and payable to the Distributor)
I confirm that I am an existing investor across Mutual Funds.
( ₹ 100 deductible as Transaction Charge and payable to the Distributor)

In case the subscription amount is 10,000/- or more and your distributor has opted to receive Transaction Charges, they are deductible, as applicable, from the purchase / subscription amount and payable to the distributor. Units will be issued against the balance amount.

Existing Folio Number
MODE OF HOLDING   Single      Joint       Anyone or Survivor  
Name *
Address
City
Pincode
State
Country
Phone (Off.)
Phone (Res)
Fax No.
Mobile No. *
Email ID1
Email ID2
Date of Birth
PAN/PEKRN#
Aadhaar
KIN No (CKYC)
**Incase Minor / POA
Status Self    Spouse    Dependent Children    Dependent Parents   
Status of the First Applicant
Overseas Address (Mandatory in case of NRI/ FPIs applicant, in addition to mailing address)
State
Country
Zipcode
SECOND APPLICANT'S Name
Date of Birth
PAN/PEKRN#
Aadhaar
KIN No (CKYC)
THIRD APPLICANT'S Name
Date of Birth
PAN/PEKRN#
Aadhaar
KIN No (CKYC)
Name of the Guardian (in case First / Sole Applicant is minor) / Contact Person - Designation / PoA Holder (In case of Non-Individual Investors)
Guardian Address
Guardian Relationship
Date of Birth
PAN/PEKRN#
Aadhaar
KIN No (CKYC)
Scheme Name
Plan

  Regular 
Option

  Growth    Dividend 
Sub Option

Reinvestment   Pay-out  
INVESTMENT Type   OTM     Only Lumpsum    Only SIP     Lumpsum & SIP  
GROSS AMOUNT (A) *
CHARGES (IF ANY) (B)
NET AMOUNT
MODE OF PAYMENT Cheque NEFT / RTGS UPI
Along with Cheque No.
Dated
Drawn on Bank
UTR No.
Amount
Name of the Bank
Branch
Account No. (in figures)
Account Type
Account No. (in words)
Bank Address
Pincode
State
City
MICR Code (9 digits)
*IFSC Code for NEFT / RTGS
Address Type
Is the applicant(s) Country of Birth / Nationality / Tax Residency other than India
FIRST APPLICANT'S

Yes No
SECOND APPLICANT'S

Yes No
THIRD APPLICANT'S

Yes No

If “Yes”, please provide the following information (Mandatory) Please indicate all countries in which you are resident for tax purposes and the associated Tax Reference Numbers below.

FIRST APPLICANT'S
Name of APPLICANT
Place/ City of Birth
Country of Birth
TAX INFORMATION #1
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #2
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #3
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
SECOND APPLICANT'S
Name of APPLICANT
Place/ City of Birth
Country of Birth
TAX INFORMATION #1
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #2
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #3
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
THIRD APPLICANT'S
Name of APPLICANT
Place/ City of Birth
Country of Birth
TAX INFORMATION #1
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #2
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
TAX INFORMATION #3
Country of Tax Residency#
Tax Payer Ref. ID No^
Identification Type [TIN or other, please specify]
FIRST APPLICANT'S
POLITICALLY EXPOSED PERSON
OCCUPATION OF THE APPLICANT
GROSS ANNUAL INCOME
Networth as of Date (Mandatory Only for Non-Individuals)
Net-worth* in (Lacs)
NETWORTH AS OF DATE
Foreign / Money Exchange

Yes No
Gaming/ Gambling/ Lottery

Yes No
Money Lending/ Pawning

Yes No
SECOND APPLICANT'S
POLITICALLY EXPOSED PERSON
OCCUPATION OF THE APPLICANT
GROSS ANNUAL INCOME
NET-WORTH* IN (LACS)
NETWORTH AS OF DATE
THIRD APPLICANT'S
POLITICALLY EXPOSED PERSON
OCCUPATION OF THE APPLICANT
GROSS ANNUAL INCOME
NET-WORTH* IN (LACS)
NETWORTH AS OF DATE
     National Securities Depository Limited           Central Depository Services (India) Limited  
Depository Participant Name
DP ID No.
Client ID No.
FIRST NOMINEE
Nominee Name
Nominee Date of Birth
Relationship between
Nominee & Investor
Proportion (% to aggregate to 100%)
The units will be shared by each nominee
Nominee Address
SECOND NOMINEE
Nominee Name
Nominee Date of Birth
Relationship between
Nominee & Investor
Proportion (% to aggregate to 100%)
The units will be shared by each nominee
Nominee Address
THIRD NOMINEE
Nominee Name
Nominee Date of Birth
Relationship between
Nominee & Investor
Proportion (% to aggregate to 100%)
The units will be shared by each nominee
Nominee Address

I/We have read and understood the contents of the scheme related documents and hereby apply for allotment of units in the Scheme.