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:
- 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 firstname.lastname@example.org 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 :
|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 :
|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|
|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|
|Address||B/204, Tower 1,
Peninsula Corporate Park,
Ganpatrao Kadam Marg,
|Telephone Nos.||022 - 40479000|
|Fax Nos.||022 - 40479001|