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Bharti AXA Equity Fund
An open-ended Equity Growth Fund

Bharti AXA Equity fund is a diversified equity scheme with the objective of generating long-term capital appreciation from a portfolio of predominantly equity and equity-related securities including equity derivatives.

A first-of-it's-Kind investment plan starting at Rs. 300*

* Daily SIP is available for all business days only.

A completely paperless plan Save 0.25% on expenses*

* Subject to a maximum investment of Rs. 2,00,000 per transaction. Savings of 0.25% is on annual recurring expenses when compared with Regular Plan.

Structured way of realising your benefits

* Subject to availability of distributor surplus and approval of trustee. If patout is less then Rs. 500/-, it will be compulsorily re-invested.

Fund Details

Fund Name:
Bharti AXA Equity Fund

Fund Manager:
Prateek Agrawal

Allocation Date:
October 21, 2008

Plans:

Regular Plan
Eco Plan
Institutional Plan

Options:

Growth Option
Bonus Option
Regular dividend option & Quarterly dividend option - offering dividend Reinvestment and dividend payout facilities

Investment Objective:
To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.

Minimum Redemption Amount:
The minimum amount for redemption shall be Rs.1,000 or equivalent Unit value, or entire account balance whichever is lower

Benchmark:
S&P CNX Nifty Index

Special Features:
-

Statutory Details: Bharti AXA Mutual Fund has been set up as a Trust (under the Indian Trust Act, 1882) by AXA Investment Managers, Sponsor of the Fund. The Sponsor is not responsible for any loss resulting from the operations of the schemes beyond the contribution of an amount of Rs.1 lakh made by it towards setting up the Mutual Fund. Trustee: Bharti AXA Trustee Services Private Limited, a limited liability company. Investment Manager: Bharti AXA Investment Managers Private Limited, a limited liability company. Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved and the NAV of the Plans under the Scheme(s) may go up or down depending upon the factors and forces affecting the securities market. Past performance of the Sponsors and their affiliates / AMC / Mutual Fund and its Scheme(s) do not indicate the future performance of the Scheme(s) of the Mutual Fund. Investors in the Scheme(s) are not being offered any guaranteed / assured returns. The name(s) of the Scheme(s) do(es) not in any manner indicate either the quality of the Scheme(s), their future prospects or returns. Bharti AXA Equity Fund is an Open-ended Equity Growth Fund. Investment Objective: To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. Copies of the Scheme Information Document / Key Information Memorandum / Statement of Additional Information can be obtained at any of our Investor Service Centers or on AMC Website www.bhartiaxa-im.com. Mutual Funds Investments are subject to market risks. Investors are requested to read the Scheme Information Document / Statement of Additional Information / Addenda carefully before investing.

© Copyright Bharti AXA Investment Managers Private Limited, 2009. All rights reserved. Bharti AXA Investment Managers Private Limited, 51,
East wing, Kalpataru Synergy, Vakola, Santacruz (E), Mumbai - 400 055, E-mail: service@bhartiaxa-im.com

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