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Bharti AXA Tax Advantage Fund
An Open-ended Equity Linked Savings Scheme

Bharti AXA Tax Advantage Fund is an equity linked savings scheme (ELSS), where investors can avail a deduction of income tax under Sec 80 C of Income tax Act up to "Rs. 1 lakh" which translates into tax savings of up to "Rs. 30,900"(assuming highest tax bracket). Investments have a 3 year lock-in period, giving the fund manager the comfort of planning investm.ents with a long-term horizon. Being a diversified equity fund, the fund manager has the flexibility to invest across sectors and market capitalizations

The fund aims at maximizing returns from investments in equities and is most suitable for the investors seeking long- term returns to enhance their wealth.

The fund aims at maximizing returns from investments in equities and is most suitable for the investors seeking long- term returns to enhance their wealth.

*Tax saving of Rs. 30900 is calculated assuming qualifying amount of deduction of Rs. 1 lakh and taxable income falls under maximum tax slab.

Fund Investment Strategy:

Top-down approach for development of themes: Look at global and domestic economy and the policy environment to develop themes
Bottom-up approach for stock selection: Once themes are identified, valuation matrices and fund positioning would guide stock and sector selection
Number of stocks in the portfolio maintained at 45, a level we believe will optimize returns and diversification needs
Suitable for investors looking for wealth creation in the long-term
Fund Manager has the flexibility of investing across sectors and market capitalization spectrum
Three year lock-in period facilitates the fund manager to maximize returns from equities

Scheme Features

Fund Name: Bharti AXA Tax Advantage Fund	Fund Type: An Open-ended Equity Linked Savings Scheme
Investment Objective: The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns. There can be no assurance that the investment objectives of the Scheme will be realized.	Fund Manager: Gaurav Kapur AUM Detail: Rs. 32. 27 Crores
Benchmark: S&P CNX Nifty Index	Plans: Regular Plan Eco Plan
Options: Growth Option Regular dividend option	Minimum Application: Rs. 500 and in multiples of Rs. 500 for additional purchase
Minimum Redemption: Rs. 500 (or equivalent Unit value), or account balance, whichever is lower.	Current Expense Ratio: Regular Plan - 2.50% Eco Plan - 2.25%
Load Structure: Entry Load - Nil Exit Load - Nil	Date of Allotment: February 25, 2009

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 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 are not being offered any guaranteed / assured returns. The name of the Scheme does not in any manner indicate either the quality of the Scheme, their future prospects or returns. Bharti AXA Tax Advantage Fund is an open-ended equity linked savings scheme. Investment Objective: The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. Investments in the Scheme are subject to a lock-in period of 3 years from the respective dates of allotment of Units. 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, 2010. 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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