How to invest in Axis mutual fund online?

 

Many peoples want to invest in Axis mutual fund without visiting branch. But they don’t know “how to invest in Axis mutual fund online”. Actually peoples know that you need to open a demat account or go to a broker for investing in a mutual fund.

 

For that reason they don’t invest in mutual fund. But they don’t know that investing in mutual fund is very easy. You don’t need to open demat account to invest in mutual fund. If you also want to invest in Axis mutual fund then we are going to discuss the process of investing in Axis mutual fund.

 

Investing in Axis mutual fund is very easy through www.axismf.com or Axis mutual fund mobile application. Here we discussed the step by step process of ‘how to invest in Axis mutual fund direct online.

 

How to invest in Axis mutual fund online:

Follow the following step to invest in Axis mutual fund online. You can invest directly in SIP or lump sum amount.

 

STEP 1: Go to the website www.axismf.com and open the home page of the website. You will see an option on the top bar of the page. Click on this option.

 

STEP 2: A pop up window will be open on the screen. Click on the option ‘first time investing with us’. In this page you need to enter your name, mobile number, email Id, PAN number and date of birth. Enter all the details and click on ‘Submit’.

 

STEP 3: An OTP will be sent to your mobile number and e-mail Id which you have entered on the above step. Enter the OTP in this page and click on ‘submit’.

 

STEP 4: In this step you need to enter your name, country of birth, enter KYC document, occupation, yearly income range etc. Enter all the details correctly. If you have invested in other mutual fund before or you have any demat account then your KYC is shown verified. Enter all required details and trick on the all three acceptance shown on the page and click on ‘continue’.

 

STEP 5: After click on ‘Continue’ your nomination page will appear. If you don’t want to enter your nominee then trick on the box against the declaration I don’t intend to avail the nomination facility. If you want to enter your nomination details then un-trick that option and enter your nominee’s name, date of birth, address, mobile number, allocation etc. Enter all the details and click on ‘Continue’.

 

STEP 6: In this page you are asked to enter your bank details. Enter your IFSC code, account number, confirm account number, bank name and select account type. Enter all the required details and accept the confirmation. Finally click on add account.

If you want to enter your demat account details then you can enter it. Otherwise it is optional. After adding the account details click on “create folio” option.

 

STEP 7: A new page will open where you will see the Axis mutual fund schemes. Scroll down the page and click on the ‘View all scheme” option.

 

STEP 8: Now a search option will open you have to search your selected scheme here. After searching your scheme select the option Direct/Regular as you wish. And then click on ‘invest’ option.

STEP 9: A pop up option will appear. Here you need to select investment type as SIP or Lumpsum.

 

STEP 10: In this page again you need to select your investment mode as Direct/Self, distributor, RIA/RMP. Select the option as you wish. My recommendation is to select direct mode and click on ‘Continue’ option.

 

STEP 11: Here you will see your SIP/Lumpsum details. If you selected SIP then you need to enter your amount, select in which date your amount will be invested, plan option as growth, dividend etc. After entering and selecting all the required details click on ‘Add to cart’ button.

 

STEP 12: In this step your payment details will be displayed. If you wish to pay the first instalment instantly then select the option ‘I want to pay my first instalment right away’. Then you will see that your payment method is seen as ‘internet banking’.

You registered Bank account will also displayed and then click on the option ‘Generate URN number’ option.

 

STEP 13: Now your URN number will be displayed in this page. Copy the URN number and add it to your internet banking biller page.

 

After adding the URN number to your internet banking biller page bank will send massage of enabling the biller. After enabled the biller you need to wait for 21 days to activate your SIP. And your SIP amount will be started investing from the next month.

 

You can also see the details of your mutual fund by login to axismf.com or in Axis mutual fund mobile application. But to see the details your axis mutual fund investment should be activated.

In the following vide we discuss the same topic. If you wish to watch the process of ‘how to invest in Axis mutual fund online’ then watch the following video.