There is no assurance or guarantee that the goals planned for will be achieved and the
same is subject to the investment performance of the schemes.
The objective of this exercise is to demonstrate the appropriate use of various schemes
products of Axis AMC across varying investment time periods.
The list of recommendations is non-obligatory and merely seeks to guide investors as
to the suitability of Axis Mutual fund schemes for various investment time periods.
The returns assumed are merely indicative and are based on past trends and there is no
assurance or guarantee of any kind that these returns will be achieved.
Past performance of the schemes is neither an indicator nor a guarantee of future performance, and may not be considered as the basis for future investment decisions. The recommendation given is based on the inputs provided by you regarding the investment goals including the target amount and investment horizon.
We do not promise that the investments you make based on this plan will be profitable.
The investments are subject to various market, currency, economic, political and
Axis AMC, Axis Mutual Fund Trustee Company Limited, Axis MF or any of its employees,
associates or subsidiaries will not be liable for any losses that may be caused directly
or indirectly by circumstances beyond our reasonable control or on account of our
good faith decisions or actions.
This Mutual fund plan is based on information detailed in your personal Client Information
and personal discussions with you.
We have relied on information supplied to us by you, which, we have assumed to be correct.
No responsibility can be accepted if the information that you have provided is incorrect
or inaccurate. This plan is prepared solely for the use of the client to whom it
This Mutual fund plan is a forward-looking document. The words "forecast", "anticipate",
"estimate", "project", "intend", "expect", "should", "believe", and similar expressions
are intended to identify forward-looking statements. These forward-looking statements
involve, and are subject to known and unknown risks, uncertainties and other factors,
which could cause actual results, performance or achievements to differ from the
future results, performance or achievements expressed or implied by such forward-looking
statements. All forward-looking statements attributable to Axis AMC herein are expressly
qualified in their entirety by the above mentioned cautionary statement. Axis AMC
does not accept any direct or indirect liability for any results, performance or
achievements that differ from results, performance or achievements implied by such
This Mutual fund plan is based on your current situation and goals, which will change
with the passage of time and your age. Any material change in your financial situation
will necessarily render the contents of the plan out of date.
We strongly recommend that a) you review this plan periodically to ensure that your plan's
actual performance is consistent in meeting your goals, and b) you update your plan
annually to ensure that your plan is updated for your changing situation and goals.
All Mutual funds and securities investments are subject to market risks and there is
no guarantee that the investment objective of the scheme will be achieved.
The NAV of the units issued by the Mutual Fund under the scheme can go up or down depending
on various factors and forces affecting securities markets.
Past performance of the Sponsor, its affiliates/the AMC/the mutual fund or its schemes
does not indicate the future performance of the scheme. The sponsor is not liable
or responsible for any loss or shortfall resulting from the operation of the scheme.
Investments in the scheme are subject to various investment risks such as trading
volume risk, settlement risk, liquidity risk, default risk, risk of possible loss
of principal, etc.
Equity and equity related instruments are volatile by nature. Investments in gold exchange
traded funds if any are subject to market risk, risks associated with investment
in physical gold, liquidity risk, counterparty risk, etc. For detailed risk factors,
please refer to the SID. Mutual Fund Investments are subject to market risks. Please
read the Scheme Information Document and Statement of Additional Information (SID
& SAI) carefully before investing.
Axis AMC Ltd. shall not be liable for, nor be in default by reason of, any failure or
delay in completion of this service, where such failure or delay is caused, in whole
or in part, by any acts of God, civil war, civil commotion, riot, strike, mutiny,
revolution, fire, flood, fog, war,lightening, earthquake, change of Government policies,
unavailability of Bank's computer or network system, force majeure events, or any
other cause of peril which is beyond the Bank's reasonable control and which has
the effect of preventing the performance of this service by the Bank.
Goals/ targets mentioned are for illustration purpose only and there is no guarantee
that goals/ targets will be achieved.
I/We agree that Axis AMC Ltd. is in no way responsible for the consequences of my/our
Details under FATCA/Foreign Tax Laws: Tax Regulations require us to collect
information about each investor’s tax residency. In certain circumstances (including
if we do not receive a valid selfcertification from you) we may be obliged to share
information on your account with relevant tax authorities. If you have any questions
about your tax residency, please contact your tax advisor. Should there be any change
in information provided, please ensure you advise us promptly, i.e., within 30 days.
If you are a US citizen or resident or greencard holder, please include United States
in the foreign country information field along with your US Tax Identification Number.
Foreign Account Tax Compliance provisions (commonly known as FATCA) are contained
in the US Hire Act 2010. Please visit our website
www.axismf.com for FATCA details Form. If you are classified as a passive Non-Financial
Foreign Entity (NFFE) for FATCA purposes, please include in the section relating
to Ultimate beneficial Owner (UBO), details of any specified US persons having controlling
interest in the foreign country information field along with your US Tax Identification
Number for FATCA purposes. Foreign Account Tax Compliance provisions (commonly known
as FATCA) are contained in the US Hire Act 2010. The Fund reserves the right to reject
applications/restrict further investments or seek additional information from investors
who have not provided the requisite information.