If you are an Existing Registered User then Click on “Existing Registered User”. After clicking, you can proceed with the transactions by Signing In.

If you are an Existing Unregistered User then click on “Existing Unregistered User”. After clicking, complete the Registration process. After Registration, Map your Folio No to the User Id and then proceed with the transactions.

Financial Transactions:The user can make the following financial transactions
Subscription: New investments/purchases
Switch: Change from one scheme to another.
Redemption: redeem your investments

Transaction PIN shall be required to redeem or switch units. For the 1st ever Redemption transaction you are required to change your PIN. An investor can apply for PIN using option under Account Settings
Note: - PIN shall be sent only if email ID and mobile number are registered against all the holders in a Folio number.

Non-financial transactions:
Options without Logging in
Track your application: It helps you track the status of your various Financial Transactions.
Statement of account can be requested which will be sent to registered email id in the Folio

• Allows you to buy or sell units of Axis Mutual Fund through a simple free phone call
• Allows you to transact without any pins or passwords
• Saves you time and effort by eliminating the need to fill out lengthy forms each time you wish to transact
• Saves you the trouble of travelling to a transaction centre to submit your application

To register, just fill in the EasyCall form and submit it along with a copy of a cancelled cheque leaf to any of our Official Points of Acceptance / Investor Service Centres. If you need any assistance, call us at 1800 3000 3300 (toll free) or write to us at customerservice@axismf.com

• Before a transaction is processed, each caller is asked a set of security questions which only he would know
• Money flows only from Axis Mutual Fund to your registered bank account and vice versa – it cannot go anywhere else!
• A follow up call back is made on the same day to the registered mobile no. to confirm the transaction
• An email is sent to the registered email id post transaction

• A maximum limit of Rs 500,000 per transaction has been set for purchase transaction through this mode.
• Redemption/Switch transaction of any amount can be done through this mode.

Further a follow up call back is made to the registered mobile no. on the same day for confirmation of each transaction. An email id is also sent to the registered email id to validate the transaction.

Agra, Ahmedabad, Allahabad, Amritsar, Anand, Asansol, Aurangabad, Bangalore, Bardhhaman, Baroda, Belgaum, Bhavnagar, Bhilwara, Bhopal, Bhubaneshwar, Bijapur, Bikaner, Calicut, Chandigarh, Chennai, Cochin, Coimbatore, Cuttack, Davangere, Dehradun, Delhi, Dhanbad, Durgapur, Erode, Gadag, Gangtok, Goa, Gorakhpur, Gulbarga, Guwahati, Gwalior, Haldia, Hasan, Hubli , Hyderabad, Imphal, Indore, Jaipur, Jalandhar, Jabalpur, Jammu, Jamnagar, Jamshedpur, Jodhpur, Kakinada, Kanpur, Kolhapur, Kolkata, Kota, Lucknow, Ludhiana, Madurai, Mandya, Mangalore, Mumbai, Mysore, Nagpur, Nasik, Nellore, Patna, Pondicherry, Pune, Raichur, Raipur, Rajkot, Ranchi, Salem, Shillong, Shimla, Shimoga, Sholapur, Siliguri, Surat, Tirunelveli, Tirupati, Tiruppur, Trichur, Trichy, Trivandrum, Tumkur, Udipi,Udaipur, Varanasi, Vijaywada, Vizag.

1. Reduction in paperwork – Distributors no longer need to fill out lengthy forms on behalf of their clients.
2. Reduction in manpower and resource requirements – Since no paperwork needs to be filled out or signed by clients, manpower required for pick up and drop of forms is reduced.
3. No need to travel to nearest Karvy or AMC office – Since the transaction is completed over the phone, travel to registrar’s office or AMC office is not required
4. Easier to get same day NAV – With purchases and redemptions just a phone call away, as long as calls are received and necessary formalities completed by the AMC before 3 pm, getting same day NAV for equity and debt funds (except Liquid funds) is much easier
5. Can be used from 78 cities across India – Now even in cities where Karvy ISCs or Axis AMC ISCs are not present, the distributor can solicit business
6. Can be used from anywhere in India if the investor has a bank account with any one of 9 major banks – List of banks includes Axis Bank, Bank of Baroda, Bank of India, IDBI Bank, IndusInd Bank, Kotak Mahindra Bank, Punjab National Bank, Union Bank of India and State Bank of India
7. Convenience and speed – Overall process of investments is likely to be completed in 5 mins with one simple phone call. That’s why we call it EasyCall.

'Buy' means purchase and 'sell' means redemption of units of Axis Mutual Fund schemes.

The EasyCall facility is presently available in select schemes of Axis Mutual Fund, to investors who either reside in 78 select cities (as mentioned on the EasyCall form) or have accounts with one or more of the following banks - Axis Bank, Bank of Baroda, Bank of India, IDBI Bank, IndusInd Bank, Kotak Mahindra Bank, Punjab National Bank, Union Bank of India and State Bank of India.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

• Buy or sell units of Axis Mutual Fund by simply sending an SMS
• Transact without any PINs or passwords
• Saves time and effort by eliminating the need to fill out lengthy forms each time you wish to transact
• Saves the trouble of travelling to a transaction centre to submit your application

If your mobile number is registered in the folio, you can get balance, NAVs & last three transactions by sending a keyword to 9212010033 but to transact exiting/new investor need to sign a one time registration form and submit it long with a copy of a cancelled cheque leaf to our official Points of Acceptance/Investor Service Centres.
The EasySMS registration form can be downloaded from here.
If you need any assistance, EasyCall us at 1800 3000 3300 (toll free) or write to us at customerservice@axismf.com.
Registration by new investors of Axis Mutual Fund
In addition to filling in the EasySMS registration form, new investors need to make a normal paper based lumpsum application as well. Both these applications need to be submitted together.

• Before a transaction is processed, each caller is asked to confirm a reference number which is messaged after the transaction is initiated.
• Money flows only from Axis Mutual Fund to your registered bank account and vice versa – it cannot go anywhere else!
• A follow up call back is made on the same day to the registered mobile no. to confirm the transaction
• An email is sent to the registered email id post transaction

Non Transactional Keywords (used to get folio details)
BAL - know folio balance
TRANS - To know last 3 transactions in your folio
NAV - To know NAV of all schemes in your folio

Transactional Keywords (used to transact)
PUR - To purchase, sms <PUR> <FOLIO NUMBER> <AMOUNT> <SCHEME CODE>
REDP- For partial redemptions, sms <REDP> <FOLIO NUMBER> <AMOUNT> <SCHEME CODE>
REDF - For full redemptions, sms <REDF> <FOLIO NUMBER> <AMOUNT> <SCHEME CODE>
SWITCHP - For partial switches, <SWITCHP> <FOLIO NUMBER><AMOUNT> FROM <SCHEME CODE> space <To SCHEME CODE>
SWITCHF - For full switches, sms <SWITCHF> <FOLIO NUMBER> <AMOUNT> FROM <SCHEME CODE> space <To SCHEME CODE>
If you have multiple folios, sms <KEYWORD> < Last 6 digits of Folio Number> to 9212010033
Example: If you wish to check balance and have multiple folio number then Type <BAL> <Last 6 digits of Folio Number> & send to 9212010033

Agra, Ahmedabad, Allahabad, Amritsar, Anand, Asansol, Aurangabad, Bangalore, Bardhhaman, Baroda, Belgaum, Bhavnagar, Bhilwara, Bhopal, Bhubaneshwar, Bijapur, Bikaner, Calicut, Chandigarh, Chennai, Cochin, Coimbatore, Cuttack, Davangere, Dehradun, Delhi, Dhanbad, Durgapur, Erode, Gadag, Gangtok, Goa, Gorakhpur, Gulbarga, Guwahati, Gwalior, Haldia, Hasan, Hubli , Hyderabad, Imphal, Indore, Jaipur, Jalandhar, Jabalpur, Jammu, Jamnagar, Jamshedpur, Jodhpur, Kakinada, Kanpur, Kolhapur, Kolkata, Kota, Lucknow, Ludhiana, Madurai, Mandya, Mangalore, Mumbai, Mysore, Nagpur, Nasik, Nellore, Patna, Pondicherry, Pune, Raichur, Raipur, Rajkot, Ranchi, Salem, Shillong, Shimla, Shimoga, Sholapur, Siliguri, Surat, Tirunelveli, Tirupati, Tiruppur, Trichur, Trichy, Trivandrum, Tumkur, Udipi,Udaipur, Varanasi, Vijaywada, Vizag.

1. Reduction in paperwork– Distributors no longer need to fill out lengthy forms on behalf of their clients.
2. Reduction in manpower and resource requirements – Since no paperwork needs to be filled out or signed by clients, manpower required for pick up and drop of forms is reduced.
3. No need to travel to nearest Karvy or AMC office – Since the transaction is completed over the phone, travel to registrar’s office or AMC office is not required
4. Easier to get same day NAV – With purchases and redemptions just a SMS away, as long as sms is received and necessary formalities completed by the AMC before 2.30 pm, getting same day NAV for equity and debt funds is much easier
5. Can be used from 78 cities across India – Now even in cities where Karvy ISCs or Axis AMC ISCs are not present, the distributor can solicit business
6. Can be used from anywhere in India if the investor has a bank account with any one of 9 major banks – List of banks includes Axis Bank, Bank of Baroda, Bank of India, IDBI Bank, IndusInd Bank, Kotak Mahindra Bank, Punjab National Bank, Union Bank of India and State Bank of India
7. Convenience and speed – Overall process of investments is likely to be completed in 5 mins with one simple SMS. That’s why we call it EasySMS.

• Documents to be submitted for New bank account (Original documents of any one of the following or true copy attested by the Bank)
• Request letter duly signed by all the unit holder’s according to the mode of operation
• Original cancelled cheque of new bank mandate with first unit holder name and bank account number printed on the face of the cheque.
• Self attested copy of the bank statement.
• Bank passbook with current entries not older than 3 months.
• Bank Letter duly signed by branch manager.
• Documents to be submitted for Old bank details currently registered in the folio (Original documents of any one of the following or true copy attested by the Bank)
• Original cancelled cheque with first unit holder name and bank account number printed on the face of the cheque.
• Original bank account statement / Pass book.
• In case such bank account is already closed, a duly signed and stamped original letter from such bank on the letter head of the bank confirming the closure of said account.

1. Transmission to surviving unit holders in case of death of one or more unit holders
   • Letter from surviving unit holders with folio number requesting for transmission of units
   • Death Certificate in original or photocopy duly notarized or attested by a gazetted officer or a bank manager,
   • Bank Account Details of the new first unit holder along with attestation by a bank branch manager or cancelled cheque bearing the account details and account holders name.
   • KYC of the surviving unit holders, if not already available
2. Transmission to registered nominee/s in case of death of Sole or All unit holders:
   • Letter from claimant nominee/s to the Fund/ AMC/ RTA requesting for transmission of Units
   • Death Certificate/s in original or photocopy duly notarized or attested by a gazetted officer or a bank manager
   • Bank Account Details of the new first unit holder along with attestation by a bank branch manager or cancelled cheque bearing the account details and account holders name.
   • KYC of the claimant/s,
   • Proof of Date of Birth (if claimant is minor).
   • Letter from the Guardian declaring that he/she is the guardian of the minor and stating his/her relationship to the minor along with court order/decree, if applicable.
   • If the transmission amount is ` 1,00,000/- (Rupees One Lakh) or more: an Indemnity duly signed and executed by the nominee/s
3. Transmission to claimant/s, where nominee is not registered, in case of death of Sole or All unit holders:
   • Letter from claimant/s to the Fund/ AMC/ RTA requesting for transmission of units
   • Death Certificate/s in original or photocopy duly notarized or attested by a gazetted officer or a bank manager,
   • Bank Account Details of the new first unit holder along with attestation by a bank branch manager or cancelled cheque bearing the account details and account holders name.
   • KYC of the claimant/s,
   • Indemnity Bond from legal heir/s
   • Individual affidavits from legal heir/s
   • If the transmission amount is below Rs One Lakh: any appropriate document evidencing relationship of the claimant/s with the deceased unit holders
   • If the transmission amount is ` 1,00,000/- (Rupees One Lakh) or more: Any one of the documents mentioned below:
   • Notarised copy of Probated Will, or
   • Legal Heir Certificate or Succession Certificate or Claimant’s Certificate issued by a competent court, or
   • Letter of Administration, in case of Intestate Succession
4. Transmission in case of HUF, due to death of Karta: HUF, being a Hindu Undivided Family, the property of the family is managed by the Karta and HUF does not come to an end in the event of death of the Karta. In such a case, the members of the HUF will appoint the new Karta who needs to submit following documents for transmission:
   • Letter Requesting for change of Karta
   • Death Certificate in original or photocopy duly notarized or attested by gazette officer or a bank manager,
   • Duly certified Bank certificate stating that the signature and details of new Karta have been appended in the bank account of the HUF
   • KYC of the new Karta and KYC of HUF, if not already available.
   • Proof of identification of the new Karta.
   • Indemnity bond signed by all the surviving coparceners and new Karta
   • In case of no surviving co-partners OR the transmission amount is ` 1,00,000/- (Rupees One Lakh) or more OR where there is an objection from any surviving members of the HUF, transmission should be effected only on the basis of any of the following mandatory documents
   • Notarized copy of Settlement Deed, or
   • Notarized copy of Deed of Partition, or
   • Notarized copy of Decree of the relevant competent Court
   Note (point A, B and C): Where the units have to be transmitted to a claimant who is a minor, various documents like KYC, PAN, Bank details, indemnity of the guardian of the nominee should be submitted along with the above documents.

• Application form duly filled and containing details like name of major, folio numbers, etc.
• New Bank mandate where account changed from minor to major,
• Signature attestation of the major by a manager of a bank on their letterhead
• KYC acknowledgement of the major
• Proof of date of birth certificate


Download Change from Minor to Major form here.

• Both Folios belong to the same investor
• Both Folios should have the same mode of operation
• Both Folios should have the same Non-Financial Transaction details like Bank account, Address, Nominee details etc
• SIP should not be running in either of the folios.