BOI AXA Investment Managers Private Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

About BOI AXA Mutual Fund

BOI AXA Mutual Fund is one of the leading fund houses in India. It is a joint venture between Bank of India and AXA Investment Managers, a part of AXA Group. AXA Group is also one of the world’s largest players in the financial Protection Industry.

Bank of India is one of the oldest financial firms in India. It has over 5000 branches across the Country. They also have a presence in the global market. Their reach spreads across 22 countries including 5 continents. However, with 60 offices including 5 Subsidiaries,5 Representative Offices and 1 Joint Venture BOI has a global impact.

AXA Investment Managers (AXA IM) is one of the world’s leading asset management companies. Moreover, it is backed by the AXA Group with a total AUM of EUR 804 billion under management.  AXA IM has its presence across 20 countries in Europe, the USA, Asia as well as the Middle East. 

Bank of India on 7th May 2012 acquired a 51% stake in the then Bharti AXA Investment Managers Private Limited (BIAM) and Bharti AXA Trustee Services Private Limited (BATS). Therefore, BOI became a Co-Sponsor along with the existing AXA Investment Managers (AXA IM).

Hence, the Fund House was renamed as BOI AXA Mutual Fund. Subsequent thereupon, BIAM was also renamed as BOI AXA Investment Managers Private Limited. Not to mention, BATS was also renamed as BOI AXA Trustee Services Private Limited.

The partnership between Bank of India and AXA Investment Managers led to the growth of the BOI AXA Mutual Fund in India. This brought together Bank of India’s huge network and experience in the Indian Market. The global presence and AXA’s expertise also played a key role in financial management. This further helped BOI AXA Mutual Fund emerge as the most respectable fund house in India.   

About Bank of India

Bank of India is India’s one of the oldest and also the most reliable banks. It was founded on 7th September 1906 by a group of eminent businessmen from Mumbai. However, the Bank was later nationalized along with 13 other Banks. 

The Bank started its operations from Mumbai with a paid-up capital of Rs. 50 lakhs and 50 employees. However, over time the Bank has grown and become one of the leading financial institutions of India. Thus, they have expanded their reach through 5000 distribution centers spread across the country and about 22 overseas branches.

Bank of India is the first Bank in India to establish a fully computerized branch as well as ATM facility way bank in 1989. It is also a founder member of SWIFT in India. It has also pioneered the introduction of the Health Code System in 1982 for evaluating and rating its credit portfolios.

About AXA Investment Managers

AXA Investment Managers was founded in 1994. It is an active asset manager fully owned by the AXA Group. AXA IM offers both local and global investment solutions to its clients from various spheres. Their investments range from Insurance companies to institutional investors, pension funds, insurance companies, corporates as well as non-profit offices etc. 

AXA IM has manpower of about 2389 employees. They operate from across 20 countries in Europe, The USA, Asia as well as the Middle East.

How to Invest in BOI AXA Mutual Funds via Scripbox

Invest online in BOI AXA Mutual Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below:-

Step 1 - Firstly visit the Scripbox Website for a list of Investment Plans

  • On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal.
  • To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal.
  • Click on “Continue” to proceed with Mutual Fund Investment

Step 2 – Secondly sign up to create an account

  • If you are an existing Scripbox member, Sign in with your details.
  • When you sign in, a list of different investment options will appear on your screen.
  • Scripbox allows investors to select the payment option. You can select "Every month SIP" or "One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow.
  • Click on the “See Recommended Funds" to proceed for investment.

Step 3 – Thirdly check the Plan and Fund Allocation

  • A list of mutual funds to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead.
  • If you wish to change the fund or amount, you can do that by clicking on the option, "I want to change Funds/ Amount."
  • Now click on the "Next" button to make the payment.

Step 4 –  Lastly, Bank Details and Money Transfer

In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In BOI AXA Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund companies. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Top Mutual Funds of BOI AXA Mutual Fund

The following table shows the top performing BOI AXA Mutual Funds

Scheme Category  Asset Under Management (INR) 
BOI AXA Liquid Fund Debt: Liquid Fund Rs 454.78cr
BOI AXA Mid and Small Cap Equity and Debt Fund Hybrid Fund Rs 294.99cr
BOI AXA Tax Advantage Fund Equity: ELSS Rs 26.59cr
BOI AXA Ultra Short Duration Fund Debt Fund Rs 208.88cr
BOI AXA Large and Mid Cap Equity Fund Equity Fund Rs 163.12cr
BOI AXA Conservative Hybrid Fund Hybrid Fund Rs 88.70cr

 

Top BOI AXA Equity Mutual Funds

The following table shows the top BOI AXA Equity Mutual Funds :

Scheme Category Asset Under Management (INR) 
BOI AXA Large and Mid Cap Equity Fund Equity: Large and Mid Cap Rs 163.12cr
BOI AXA Tax Advantage Fund Equity: ELSS Rs 261.59cr
BOI AXA Manufacturing and Infrastructure Fund Equity: Sectorial Thematic Rs 36cr
BOI AXA Small Cap Fund Equity: Small Cap Rs 55.71cr
BOI AXA Multi Cap Fund Equity: Diversified Rs 32.43cr

 

Top BOI AXA Debt Funds 

The following table shows the top performing BOI AXA Debt Funds :

Scheme Category  Asset Under Management (INR) 
BOI AXA Liquid Fund Debt: Liquid Fund  Rs 455.78cr
BOI AXA Ultra Short Duration Fund Debt: Ultra Short Rs 208.88cr
BOI AXA Short Term Income Fund Debt: Short Term Rs 117.77cr
BOI AXA Credit Risk Fund Debt: Credit Risk Rs 65.95cr
BOI AXA Overnight Fund Debt: Overnight Rs 14cr

 

Top BOI AXA Tax Saver Funds 

The following table shows the top-performing BOI AXA Tax Saver Funds :

Scheme Category AUM 
BOI AXA Tax Advantage Fund Equity: ELSS Fund 261.59cr

 

Top BOI AXA Mutual Fund Hybrid Fund

The following table shows the top performing BOI AXA Mutual Fund Hybrid Fund :

Scheme Category AUM 
BOI AXA Conservative Hybrid Fund Hybrid Conservative 88.70cr
BOI AXA Equity Debt Rebalancer Fund Hybrid: Rebalancer 95.65cr
BOI AXA Arbitrage Fund Hybrid: Arbitrage Fund 24.53cr
BOI AXA Mid and Small Cap Equity and Debt Fund  Hybrid: Mid and Small Cap 294.99cr

 

Fund Managers of BOI AXA Mutual Fund

Fund Managers are professionals who manage various assets. They help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top-performing Fund Managers of  BOI AXA Mutual Fund. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr Aakash Manghani

Mr Manghani is the Fund Manager- Equity at BOI AXA Mutual Fund. He has close to 10 years of experience in the financial services industry.

Earlier he worked with Pioneer Investcorp Limited, Girik Capital and Amdocs Limited.

Presently, at BOI AXA Mutual Fund he manages a total AUM of Rs. 343 cr spread across 2 schemes. Following are some of the Schemes managed by him :

  • BOI AXA Mid Cap Fund - Series 1 and Series 2
  • BOI AXA Tax Advantage Fund

Academically, Mr Manghani has done his Bachelors in Engineering.

Mr Ajay Khandelwal

Mr Khandelwal is the Fund Manager- Equity at BOI AXA Mutual Fund. He has about 15 years of experience in the financial market. Out of which 10 years he has spent in the Mutual Fund Industry.

Earlier he has worked with B&K Securities and Infosys.

Presently, at BOI AXA Mutual Fund he manages a total AUM of Rs. 517cr spread across 16 Schemes. Following are some of the schemes under his management -

  • BOI AXA Arbitrage Fund and BOI AXA Small Cap Fund
  • AXA Equity Debt Rebalancer Fund

Academically, Mr Khandelwal is an MBA. In addition, he has also done his BE.

Mr Dhruv Bhatia

Mr Bhatia is the Assistant Fund Manager- Equity at BOI AXA Mutual Fund. He has over 7 years of work experience in the financial services industry. He has been associated with BOI AXA Mutual Fund since November 2018 as Equity Research Analyst. Thereafter he was re-designated as Assistant Fund Manager in July 2019.

Earlier he worked with AUM Fund Advisors LLP as an Equity Analyst for over 3.5 years. Later he joined Sahara Mutual Fund for 3 years. 

Academically, Mr Bhatia holds an MBA from SIES College of Management Studies with a core speciality in Finance. In addition, he has an undergraduate degree from MMK College of Commerce & Economics (University of Mumbai). He has also successfully cleared level 1 of CFA. 

Debt Fund Managers

Mr Amit Modani

Mr Modani is the Fund Manager- Fixed Income at BOI AXA Investment Managers Private Limited. He has over 8 years of experience in Fixed Income.

Earlier he worked with various firms in different capacities. The following are some of his work experiences -

  • Quantum Asset Management Company Private Limited as Fixed Income Portfolio Manager
  • Pramerica Asset Managers Private Limited as Senior Dealer- Fixed Income.

He has also worked in the banking industry and gained extensive banking experience having worked at middle management. He has worked with India’s prominent banks such as ICICI Bank Ltd., IDBI Bank and Induslnd Bank.  

Academically, Mr Modani is a qualified Chartered Accountant from the Institute of Chartered Accountants of India. 

Mr Alok Singh

Mr Singh is the Chief Investment Officer at BOI AXA Mutual Fund. he has over 18 years of experience in Fixed Income Fund Management. In addition, he also has an impressive track record in fund management both for residents as well as for overseas investors. 

Earlier he worked with BNP Paribas where he won numerous awards for stellar fund performance. 

Academically, Mr Singh is a Post Graduate in Business Administration from ICFAI Business School. In addition, he has also done his CFA.

Key Information about BOI AXA Mutual Fund Asset Management Company Limited

Mutual Fund BOI AXA Mutual Fund
Asset Management Company BOI AXA Asset Management Private Limited
Founded 31st March 2008
Incorporated  13th April 2007
Sponsors Bank of India and AXA Investment Managers
Trustee BOI AXA Trustee Services Private Limited 
Chairman NA
MD/CEO Mr Sandip Dasgupta
CIO Mr Alok Singh
Investor Service Officer Mr N. Chandrasekaran
Compliance Officer Mr Rajesh Chawathe
Asset Managed Rs. 2323.19 cr

 

BOI AXA Mutual Fund Contact Details

Auditors B S R and Company
custodians Deutsche Bank AG
Registrars NA
Address B/204, Tower 1,
Peninsula Corporate Park,
Ganpatrao Kadam Marg,
Lower Parel,
Mumbai- 400013
Telephone Nos. 022 - 40479000
Fax Nos. 022 - 40479001 
Email service@boiaxa-im.com
website https://www.boiaxamf.com/