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Get the free LUMPSUM AND SIP APPLICATION FORM FOR AXIS GOLD FUND

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This document serves as an application form for investing in the Axis Gold Fund, detailing the requirements for lumpsum and SIP investments, along with necessary applicant details, bank information,
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How to fill out lumpsum and sip application

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How to fill out LUMPSUM AND SIP APPLICATION FORM FOR AXIS GOLD FUND

01
Download the LUMPSUM AND SIP APPLICATION FORM from the Axis Mutual Fund website or obtain a physical copy from an Axis branch.
02
Fill in your personal details such as name, address, phone number, email, and date of birth in the designated sections.
03
Choose between Lumpsum or SIP investment option according to your preference.
04
For Lumpsum, specify the investment amount you want to invest in the Axis Gold Fund.
05
For SIP, fill in the SIP amount, frequency (monthly, quarterly, etc.), and the tenure for which you want to invest.
06
Provide the necessary KYC (Know Your Customer) details. This may include submitting identity proof and address proof.
07
Fill in your bank details for ECS debit mandates or online payments.
08
Sign and date the application form at the bottom.
09
Submit the completed form either at an Axis bank branch or online, along with necessary documents.

Who needs LUMPSUM AND SIP APPLICATION FORM FOR AXIS GOLD FUND?

01
Investors looking to invest in gold through mutual funds.
02
Individuals seeking to diversify their investment portfolio.
03
People who prefer systematic investment plans to build wealth over time.
04
Those interested in gold as a safe-haven asset for inflation and economic downturns.
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People Also Ask about

To start a step-up SIP, follow these steps: Select a Mutual Fund: Choose a Mutual Fund that aligns with your financial goals. Set up SIP: Begin with a comfortable monthly amount. Choose the step-up option: Set a percentage or amount for an annual increase.
0:11 2:26 Step 2 click on insta sip option in mutual fund style. You will be taken to the scheme listing. PageMoreStep 2 click on insta sip option in mutual fund style. You will be taken to the scheme listing. Page step 3. Click on invest. Button against the desired scheme to invest.
1. Current NAV: The Current Net Asset Value of the Axis Gold Fund as of Apr 16, 2025 is Rs 27.93 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 25.78% (1yr), 19.14% (3yr), 13.95% (5yr) and 7.47% (since launch).
7. Multiple SIP registration facility is not available for Axis Children's Gift Fund, Axis Liquid Fund, Gold ETF and during NFO. 8. Investors are required to submit Form along with a photo copy/cancelled cheque of Debit Bank Account at least 21 days before the first SIP Installment date.
The status of your SIP Request Book will be displayed in SIP Request Book. Path for the same is Trading >> SIP >> SIP request book. -Paused - SIPs paused by you which can be again started by just clicking 'Start' button available in the 'SIP Request Book'.
How do I find my SIP URN number? URN (Unique Registration Number/Unique Mandate Registration Number) can be obtained through the mutual fund's official website when you register for the mutual fund SIP. You can also find this number in your email and SMS message you receive about your mutual fund investment.
Best Axis SIP Plans with Highest Return in 2025 Name5 Year ReturnMonthly SIP Axis Small Cap Fund Direct (G) 31.5% ₹ 10,000 Axis Growth Opportunities Fund Direct (G) 25.3% ₹ 10,000 Axis Midcap Fund Direct (G) 24.5% ₹ 10,000 Axis Nifty 100 Index Fund Direct (G) 21.1% ₹ 10,0006 more rows

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The LUMPSUM AND SIP APPLICATION FORM FOR AXIS GOLD FUND is a financial document that allows investors to apply for investments in the Axis Gold Fund either as a one-time payment (lumpsum) or through a systematic investment plan (SIP) where a fixed amount is invested periodically.
Individuals or entities looking to invest in the Axis Gold Fund, either through a one-time investment or regular contributions via SIP, are required to file this application form.
To fill out the application form, investors need to provide personal details such as name, address, and contact information, specify the investment amount for lumpsum or SIP, select the investment option, and provide any required documentation, such as identity proof.
The purpose of the application form is to facilitate the process of investing in the Axis Gold Fund, ensuring that the investor's information is recorded for transaction processing and compliance purposes.
The application form must report personal identification details, investment choice (lumpsum or SIP), the amount to be invested, payment method, bank details for SIP debits, and any relevant supporting documents for compliance.
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