Bharti AXA Mutual Fund

Bharti AXA
Mutual Fund

BOI AXA mutual funds are offered by BOI AXA Investment Managers Limited, which is a joint venture between AXA Investment Managers and the Bank of India. Bank of India is among the biggest financial institutions in India, with around 5000 branches across the country and a global presence in 22 countries. AXA Investment Managers, on the other hand, is among the planet's biggest asset managers with a strong presence in 62 countries across the globe.

Types of Mutual Funds offered by BOI AXA

The following are the equity funds offered by BOI AXA Investment Managers Limited:

Fund Type	Open-ended equity scheme which invests in mid cap as well as large cap stocks
Date of Allotment	October 21, 2008
Entry Load	Nil
Exit Load	1% in case it is redeemed within a year from the date on which it was allotted
Benchmark	BSE 200 Total Return Index
Fund Manager	Alok Singh
Risk Factor	Moderately high

Investment Objective of BOI AXA Large and Mid Cap Equity Fund

While it does not guarantee returns, the BOI AXA Large and Mid Cap Equity Fund aims at generating income as well as long-term capital appreciation by making investments via a diversified portfolio which constitutes mainly of mid cap and large cap equity and equity-related securities which include equity derivatives.

Who is the BOI AXA Large and Mid Cap Equity Fund for?

The BOI AXA Large and Mid Cap Equity Fund is ideal for investors who are looking for long-term capital growth via investment in equity as well as equity-related securities which include equity derivatives of organisations/companies across market capitalisations.

Fund Type	Open-ended ELSS which comes with a 3-year statutory lock in period and offers tax benefits
Date of Allotment	February 25, 2009
Entry Load	Nil
Exit Load	Nil
Benchmark	BSE 200 Total Return Index
Fund Manager	Saurabh Kataria
Risk Factor	Moderately high

Investment Objective of BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund aims at generating long-term capital growth by making investments via a diversified portfolio which primarily constitutes equity and equity-related securities across several different market capitalisations. It is a diversified multi-cap fund by nature and does not guarantee or assure returns.

Who is the BOI AXA Tax Advantage Fund for?

The BOI AXA Tax Advantage Fund is ideal for investors who are looking for long-term capital growth via investment in equity as well as equity-related securities which include equity derivatives of organisations/companies across market capitalisations.

Fund Type	Open-ended equity scheme which invests in infrastructure and manufacturing industries
Date of Allotment	March 5, 2010
Entry Load	Nil
Exit Load	1% in case it is redeemed within a year from the date on which it was allotted
Benchmark	50% in S&P BSE India Infrastructure Total Return Index and 50% in S&P BSE India Manufacturing Total Return Index
Fund Manager	Alok Singh
Risk Factor	High

Investment Objective of BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund aims at generating long-term capital appreciation via a portfolio consisting primarily of equity as well as equity-related securities of companies that ply their trade in infrastructure and manufacturing-related sectors.

Who is the BOI AXA Manufacturing and Infrastructure Fund for?

The BOI AXA Manufacturing and Infrastructure Fund is ideal for investors who seek long-term capital growth via investment in equity as well as equity-related securities of organisations/companies that engage in infrastructure and manufacturing-related sectors.

Fund Type	Open-ended hybrid scheme that invests mainly in debt instruments
Date of Allotment	March 18, 2009
Entry Load	Nil
Exit Load	For switch out / redemption of up to 10% of the initial units that were allocated within a year from the date on which the units were allotted: Nil For switch out / redemption of more than 10% of the initial units that were allocated within a year from the date on which they were allotted: 1% For switch out / redemption of units after a year from the date on which they were allotted: Nil
Benchmark	CRISIL Hybrid 85 +15 – Conservative Index
Fund Manager	Alok Singh
Risk Factor	Moderate

Investment Objective of the BOI AXA Conservative Hybrid Fund

BOI AXA Conservative Hybrid Fund aims at generating regular income via investment in securities that offer fixed income. It also aims at generating long-term capital appreciation via partial investment in equity as well as equity-related instruments.

Who is the BOI AXA Conservative Hybrid Fund for?

The BOI AXA Conservative Hybrid Fund is ideal for investors who seek a regular income in addition to long-term capital appreciation by investing 10% to 25% in equity and equity-related securities and the remainder in fixed income securities such as government securities, money market instruments or debt instruments.

Fund Type	Open-ended dynamic asset allocation fund
Date of Allotment	March 14, 2014
Entry Load	Nil
Exit Load	1% in case it is redeemed within a year from the date on which it was allotted
Benchmark	50% in Nifty 50 Total Return Index and 50% in CRISIL Short Term Bond Fund Index
Fund Manager	Saurabh Kataria (for equity) and Pyush Baranwal (for debt)
Risk Factor	Moderately high

Investment Objective of BOI AXA Equity Debt Rebalancer Fund

BOI AXA Equity Debt Rebalancer Fund follows a systematic allocation between debt and equity securities and aims to generate long-term returns with lower volatility. The allocation of equity is determined depending upon the Nifty 50 Index’s month end price-earnings (P/E) ratio.

Who is the BOI AXA Equity Debt Rebalancer Fund for?

The BOI AXA Equity Debt Rebalancer Fund is ideal for investors who seek long-term capital appreciation through dynamic asset allocation between fixed income and equity depending on equity market valuations.

Fund Type	Open-ended hybrid scheme which invests mainly in equity and equity-related instruments
Date of Allotment	July 20, 2016
Entry Load	Nil
Exit Load	1% in case it is redeemed within a year from the date on which it was allotted
Benchmark	70% in Nifty MidSmallCap 400 Total Return Index and 30% in CRISIL Short Term Bond Fund Index
Fund Manager	Alok Singh
Risk Factor	Moderately high

Investment Objective of the BOI AXA Mid and Small Cap Equity and Debt Fund

The BOI AXA Mid and Small Cap Equity and Debt Fund aims at generating income distribution and capital appreciation through a portfolio that contains mid cap equity and equity-related securities in addition to fixed income securities.

Who is the BOI AXA Mid and Small Cap Equity and Debt Fund for?

The BOI AXA Mid and Small Cap Equity and Debt Fund is ideal for investors who seek long-term capital appreciation as well as income distribution by making investments in small and mid cap equity and equity-related securities in addition to fixed income securities.

Fund Type	Open-ended UltraShortTerm debt scheme that invests in instruments that have Macaulay Duration of portfolio between three and six months
Date of Allotment	July 16, 2008
Entry Load	Nil
Exit Load	Nil
Benchmark	CRISIL Liquid Fund Index
Fund Manager	Piyush Baranwal
Risk Factor	Moderately low

Investment Objective of the BOI AXA Ultra Short Duration Fund

The BOI AXA Ultra Short Duration Fund aims at generating reasonable market-related returns with higher liquidity and lower risk by investing in a portfolio of money market and debt instruments.

Who is the BOI AXA Ultra Short Duration Fund for?

The BOI AXA Ultra Short Duration Fund is ideal for investors who wish to receive a regular income between the short and medium term through investment in money market as well as debt instruments in a manner such that the Macaulay duration of the portfolio ranges from three to six months.

Fund Type	Open-ended liquid scheme
Date of Allotment	July 16, 2008
Entry Load	Nil
Exit Load	Nil
Benchmark	CRISIL Liquid Fund Index
Fund Manager	Piyush Baranwal
Risk Factor	Low

Investment Objective of the BOI AXA Liquid Fund

The BOI AXA Liquid Fund aims at generating reasonable market-related returns with higher liquidity and lower risk via investment in a portfolio of money market and debt instruments.

Who is the BOI AXA Liquid Fund for?

The BOI AXA Liquid Fund is ideal for investors who seek regular income in the short term by investing in money market and debt instruments.

Fund Type	Open-ended short term debt scheme which invests in instruments with Macaulay duration of portfolio between one and three years
Date of Allotment	December 18, 2008
Entry Load	Nil
Exit Load	Nil
Benchmark	CRISIL Short Term Bond Fund Index
Fund Manager	Piyush Baranwal
Risk Factor	Moderate

Investment Objective of the BOI AXA Short Term Income Fund

BOI AXA Short Term Income Fund aims at generating income as well as capital appreciation through investment in a diversified portfolio that contain money market and debt securities.

Who is the BOI AXA Short Term Income Fund for?

The BOI AXA Short Term Income Fund is ideal for investors who seek a regular income between the short and medium term by investing in money market and debt instruments in a manner such that the Macaulay duration of the portfolio ranges from one to three years.

Fund Type	Open-ended debt scheme that invests mainly in corporate bonds that are either AA-rated or below (excluding AA+ rated corporate bonds)
Date of Allotment	February 27, 2015
Entry Load	Nil
Exit Load	For redemption within a year from the date on which it was allotted: 4% For redemption after a year but within two years from the date on which it was allotted: 3% For redemption after two years but within three years from the date on which it was allotted: 2% For redemption after three years from the date on which it was allotted: Nil
Benchmark	CRISIL Short Term Bond Fund Index
Fund Manager	Alok Singh
Risk Factor	Moderate

Units from BOI AXA mutual funds can be purchased via electronic fund transfer. You can visit www.boiaxa-im.com to view the complete list of banks with which you can make transfer. A net banking account with one of these banks is a must-have so that you can transact online.

Yes, if your payment is successful, you will be redirected to the confirmation page where you can view the transaction details along with the reference number. Moreover, you will also receive an SMS on your registered mobile number and an e-mail on your registered e-mail ID.

Bharti AXA Mutual Fund