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- BOI Mutual Funds
BOI Mutual Funds
Bank of India Mutual Fund manages assets worth 11328 crores and was set up on 2008-03-31. Its current offering of mutual fund schemes includes 54 debt, 56 equity, 42 hybrid funds. The company is led by its CEO Mohit Bhatia.
301
Schemes
₹ 11,328 Cr
Total AUM
BOI Mutual Fund Details
Name | Bank of India Mutual Fund |
AUM | ₹ 11328.08 Crores |
Incorporation Date | 2007-08-13 |
CIO | Alok Singh |
MD & CEO | Mohit Bhatia |
Contact Number | - |
Email Id | service@boiaxa-im.com |
Website | https://www.boimf.in/ |
Trustee | Bank of India Trustee Services Private Limited |
Office Address | B/204-Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, |
Best BOI Mutual Fund Schemes to Invest in 2024
Know the latest NAV, Asset Under Management, and 3-year Return of Best BOI Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Top BOI Mutual Fund Managers
Nitin Gosar
Fund Manager
Alok Singh
Fund Manager
Dhruv Bhatia
Fund Manager
Mithraem Bharucha
Fund Manager
Nilesh Jethani
Fund Manager
Firdaus Marazban Ragina
Fund Manager
How to Invest in BOI Mutual Funds?
Invest online in BOI 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.
- 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
- 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.
- 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.
- 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 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 company. 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.
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.
How to Download BOI Mutual Fund Investment Statement?
You will have to follow the steps below to download your BOI Mutual Fund Investment Statement using Scripbox App:
- Firstly, open the Scripbox App and log in to your Scripbox account.
- Then, go to the ‘Profile’ tab and select ‘Investment History.’
- Click on ‘Email me’, and Scripbox will send you an email with a link to download the statement in excel format. Go to your email and click on the link to download the statement.
The excel statement given by Scripbox will have the following details:
- Orders Tab: This section will include complete details regarding the transaction, which includes, name of the fund, investment amount, folio number, units, NAV, STT, name of the investor and purpose.
- Current Holdings Tab: This section is a summary of all mutual fund investments and includes folio number, fund names, current value, number of units, and purpose.
Top BOI Mutual Fund Managers
| Fund Manager | Type Of Fund | Number of Schemes |
| Ajay Khandelwal | Equity | 5 |
| Dhruv Bhatia | Equity | 3 |
| Amit Modani | Debt | 6 |
| Alok Singh | Equity and Debt | 7 |
Explore: Best Fund Managers
Mr. Ajay Khandelwal
Mr Khandelwal is the Fund Manager- Equity at BOI 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 Mutual Fund he manages a total AUM of INR 517cr spread across 16 Schemes. Mr Khandelwal also holds an MBA degree. In addition, he has also done his BE.
Mr. Dhruv Bhatia
Mr Bhatia is the Assistant Fund Manager- Equity at BOI Mutual Fund. He has over 7 years of work experience in the financial services industry. He has been associated with BOI 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 the Sahara Mutual Fund for 3 years. Academically, Mr Bhatia holds an MBA from SIES College of Management Studies with a core specialty 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.
Mr. Amit Modani
Mr Modani is the Fund Manager- Fixed Income at BOI 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 IndusInd 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 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.
Frequently Asked Questions
BOI Mutual Fund was set up in 2007 and has a national reach with branches in over 12 locations. It has an investor base of 90,000+ customers investing in 14 open-ended funds. The fund house manages over INR 2,255 Crores assets as on 31st May 2021.
BOI Mutual Fund has over 14+ funds catering to various investor needs. Hence investors need to pick the funds that best suit their requirements. They can do so by assessing their goals, investment horizon, and understanding of risk and aligning them with the fund’s objectives to choose the right fund.
One can invest in BOI Mutual Fund online directly through Scripbox. Alternatively, they can invest in BOI Mutual Fund through the fund houses’ website. Moreover, they can also invest in BOI Mutual Fund through any other online platform or mobile application.
A SIP can be stopped online by directly going to the BOI mutual fund website and logging in with a folio number or any online portal where the investor has initially invested.
To withdraw money from BOI Mutual Fund, one can visit the nearest BOI Mutual Fund office and submit a form. Alternatively, they can visit the BOI Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their BOI Mutual Fund investments from any online portal where they first invested.