Mutual Fund section of Low Bandwidth Site (LBS)

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1 Mutual Fund section of Low Bandwidth Site (LBS) Low Bandwidth Site allows you to transact in Mutual Funds comfortably even if you are not on high speed internet connection. You can easily transact in Mutual Funds from anywhere, anytime even from a slower internet connection. Click on the links given below to know how to do the following transactions through our Low Bandwidth Site: A) Purchase B) Redemption C) Portfolio

2 A) Purchase: Visit to go to the login page of our Low Bandwidth Site. Enter your ICICIdirect.com Login Id, Password and Date of Birth/PAN to login. Click on Mutual Funds to go to the Mutual Funds section.

3 On the Mutual Funds home page, click on Purchase to invest in Mutual Fund schemes.

4 You may select schemes to invest from our Research recommended funds/ Fund of Month (our research recommended schemes based on current market conditions)/top Selling Funds (highest selling schemes in last 30 days on ICICIdirect.com). You may select a scheme to invest by yourself from Select Fund to Invest/Quick Search After selecting a scheme, click on Buy / SIP to purchase the units of the selected scheme.

5 If you have selected Buy, provide the required details on MF Lump Sum Purchase page and click on Proceed for Confirmation to confirm your purchase order. Serial No a b c d e Description You can view the following details of the selected scheme: Scheme Name, Last Recorded NAV, Cut off time & Minimum investment amount. Select folio in which you want to invest (new/existing). You can also add Joint holders and view how to add Joint holders. Provide the investment amount and select the Payment Source: Allocation /Net Banking. You may also start a SIP in the selected scheme by selecting box near Add a SIP in this scheme and by providing required details. Click on Proceed for confirmation to proceed for final confirmation of your purchase order.

6 If you have selected SIP, provide the required details on the MF SIP page and click on Proceed for Confirmation to confirm your purchase order. Serial No a b c d e f Description You can view the following details of the selected scheme: Scheme Name & Last Recorded NAV. Select folio in which you want to invest (new/existing). You can also add Joint holders and view how to add Joint holders. Select Yes if you want to insure the SIP with Secure mind. Provide the SIP details: Period of SIP, SIP start date and frequency of SIP. Provide the value of each installment amount for your SIP. You may select Auto renew SIP on expiry of this SIP? to renew SIP automatically after the completion of selected SIP period. Click on Proceed for confirmation to confirm your SIP.

7 Review the details of your purchase order and click on Final Confirmation to place your purchase order. A success message with the confirmation of the placed order will be displayed. Serial No a b c Description You can view the following details of your purchase order: Fund Details, Folio/Joint Holder details & Investment details. Accept the Terms & Conditions by clicking on the box. Click on Final Confirmation to confirm your purchase. You may click on Back to go back to the previous page for making any change.

8 B) Redemption: Click on Redeem on the Mutual Funds home page of our Low Bandwidth Site to sell units of Mutual Fund schemes held by you.

9 Select a scheme and click on Redeem in the action column to sell the units of the selected scheme.

10 Provide the required details for your redemption order and click on Proceed for Confirmation to confirm the order. Serial No a b c d Description You can view the following details of the selected scheme: Scheme Name, Last Recorded NAV & Cut-Off time, Total available units, Units eligible for long term Capital Gains, etc. You can view the following details of your holding: Folio No., Value of Current holdings, Units available. You can select to redeem particular amount (Amount)/particular number of units (Units)/Total no. of units held (Redeem All). Provide the values for amount/units, if you have selected Amount / Units. Click on Proceed for Confirmation to proceed for final confirmation.

11 Review the details of your redemption order and click on Final Confirmation to place the order. A success message with the confirmation of the placed order will be displayed. Serial No a b Description You can view the details of your redemption order: Fund Details, Investment details & Redemption details. Click on Final Confirmation to confirm your redemption order. You may click on Back to go back to the previous page for making any change. You may click on Cancel to cancel the redemption order.

12 C) Portfolio: Click on Portfolio on the Mutual Funds home page of Low Bandwidth Site to view your Mutual Fund Portfolio. On the MF Portfolio page, your Mutual Fund holding is displayed scheme-wise.

13 On the Portfolio page, you can view realised and unrealised profits/losses for your MF holdings. You can also view Research recommendations of Buy/Sell/Hold against the schemes held by you. Serial No a b c d e Description The following details of your MF holding are displayed scheme-wise: Scheme Name, No. of units held, Value at Cost & Value at Latest recorded NAV, Realized & Unrealized Profit/Loss. You can do following transactions on the schemes held by you: Purchase, Systematic Investment Plan (SIP), Redeem, Systematic Withdrawal Plan (SWP) and Switch. You can view the Research recommendation of Buy/Sell/Hold against schemes held by you. On clicking, the details of your Portfolio can be exported to Excel/CSV. On clicking Add Transaction to Portfolio, you can manually add Transactions to your portfolio. On clicking View, you can view the details of your portfolio for the group selected.