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2. EXISTING UNIT HOLDER INFORMATION (Please fill in your Folio No. and all other details in the Application Form
- Please note that applicant(s) details should be as per existing Folio Number. Refer Instruction 2)
Folio No.
3. STATUS (of First/Sole Applicant) MODE OF HOLDING OCCUPATION (of First/Sole Applicant)
[Please tick (4)] [Please tick (4)] [Please tick (4)]
Individual NRI Partnership Trust Single Service Student Professional
HUF AOP Company FIIs Joint Housewife Business Retired
Minor through guardian BOI Body Corporate Anyone or Survivor Agriculture
Society / Club Others ___________ (please specify) Others ________________ (please specify)
DATE OF BIRTH
4. UNIT HOLDER INFORMATION (refer instruction 3) DD MM YYYY
NAME OF FIRST / SOLE APPLICANT Nationality
Mr. Ms. M/s.
PAN* (mandatory if amount invested is Rs. 50,000 or more) ENCLOSED : KYC COMPLIANCE STATUS $ :
PAN Proof Form 60 Form 61 Yes No If yes, proof enclosed
NAME OF GUARDIAN (in case of First / Sole Applicant is a Minor) /
CONTACT PERSON – DESIGNATION (in case of non-individual Investors) Nationality
Mr. Ms. M/s.
PAN* (mandatory if amount invested is Rs. 50,000 or more) ENCLOSED : KYC COMPLIANCE STATUS $ :
PAN Proof Form 60 Form 61 Yes No If yes, proof enclosed
NAME OF THE SECOND APPLICANT Resident NRI [Mandatory Please tick (4)] Nationality
TEAR HERE
Fax E-Mail
5. BANK ACCOUNT DETAILS – Please note that as per SEBI Regulations it is mandatory for investors to provide their
bank account details (refer instruction 4)
Name of the Bank Branch
Account Type [Please tick (4)] SAVINGS CURRENT NRE NRO FCNR
... continued overleaf
Received from Mr./Ms./M/s. an application for Collection Centre / ISC Stamp & Signature
allotment of Units of HDFC Mid-Cap Opportunities Fund alongwith Cheque/Demand Draft as detailed overleaf.
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1 & 31
6. INVESTMENT DETAILS - Please tick (4) choice of Options (refer instruction 5)
7. PAYMENT DETAILS – Cheque / DD should be drawn in favour of “HDFC Mid-Cap Opportunities Fund” (refer instruction 6)
Cheque / DD No. Cheque / DD Date
Amount of Cheque/DD in figures (Rs.) (i) Drawn on (Bank /
Branch Name)
DD charges, if any, in figures (Rs.) (ii)
in figures (Rs.)
Total Amount (i) + (ii)
in words
Account Type [Please (4)] SAVINGS CURRENT NRE NRO FCNR
8. E-MAIL COMMUNICATION I/We wish to receive the following document(s) via Account Statement Newsletter
(refer instruction 7) e-mail in lieu of physical document(s) [Please tick (4)] Annual Report Other Statutory Information
You may choose to receive dividend, if declared, in your bank account through the Electronic The 9 digit MICR Code number of my/our Bank & Branch is :
Clearing Service.
I / We authorise HDFC Mutual Fund to credit my / our dividend through ECS. [Please (4)] (The 9 digit code appears on your cheque next to the cheque number)
NOMINEE DETAILS
Name : The Nominee is a minor
whose guardian is :
Address :
Address of the Guardian :
Date of Birth :
(to be furnished in case the Nominee is a minor)
Signature of the Guardian
Relationship : (to be deleted if not applicable) :
I / We want to receive the redemption proceeds and dividend amount (if any) by way of a cheque instead of direct credit into my / our bank account. (Please 4 in this box)
I/We have read and understood the contents of the Offer Document of the HDFC Mid-Cap Opportunities Fund. I/We hereby apply
to the Trustee of HDFC Mutual Fund for allotment of Units of the HDFC Mid-Cap Opportunities Fund and agree to abide by the
terms, conditions, rules and regulations of the Scheme and I / we have not received nor been induced by any rebate or gifts, directly
or indirectly, in making this investment. I/We hereby declare that I/We am/are authorised to make this investment and that the Second
amount invested in the Scheme is through legitimate sources only and does not involve and is not designed for the purpose of any Applicant
contravention or evasion of any Act, Rules, Regulations, Notifications or Directions issued by any regulatory authority in India. I/We
declare that the information given in this application form is correct, complete and truly stated.
Applicable to NRIs only :
I/We confirm that I am/We are Non-Resident of Indian Nationality/Origin and I/We hereby confirm that the funds for subscription
have been remitted from abroad through normal banking channels or from funds in my / our Non-Resident External / Ordinary
Account / FCNR Account. Third
Please (4) Yes No Applicant
DD MM YYYY
If yes, (4) Repatriation basis
Non-repatriation basis
Drawn on (Name of
Bank and Branch)
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