BOI AXA Investment Managers Private Limited is one of the world’s leading investment management firms in the Financial Protection industry and it is a joint venture between AXA Investment Managers and the Bank of India.
AXA Investment Managers is a leading asset manager, a part of the AXA Group. As on 31st December 2018, the estimated assets under management (AUM) of the firm are nearly EUR 730 billion and have the employee base of nearly 2350 employees spread across its network in 21 countries in America, Europe, Asia, and the Middle East.
Bank of India acquired 51% stakes in the then Bharti AXA Investment Managers Private Limited and Bharti AXA Trustee Services Private Limited on 7th May 2012. Bank of India became the Co-Sponsor along with AXA Investment Managers and then the fund was rebranded as ‘BOI AXA Mutual Fund’, and Bharti AXA Investment Managers was rebranded as ‘BOI AXA Investment Managers Private Limited’, and Bharti AXA Trustee Services was renamed as ‘BOI AXA Trustee Services Private Limited’.
The partnership brought together AXA’s global expertise in financial management and Bank of India’s massive network and experience in the Indian market.
There are three types of funds offered by BOI AXA Investment Managers Private Limited, namely Equity, Debt and Hybrid Funds.
BOI AXA Large and Mid-Cap is an open-ended equity fund introduced on 21st October 2008, in which the investment is made in both the large and mid-cap stocks.
The prime objective of this fund is to generate income and long-term growth of the capital by investing majorly in large and mid-cap equity and equity-related schemes including equity derivatives and the nature of the fund is in the large and mid-cap fund. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Tax Advantage Fund is an open-ended equity linked saving fund introduced on 25th February 2009, which has a mandatory lock-in period of 3years along with tax benefit.
The prime objective of this fund is to generate long-term growth of the capital by investing majorly in equity and equity related schemes across all market capitalization. The nature of the fund is multi-cap. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Manufacturing and Infrastructure Fund is an open-ended fund introduced on 5th March 2010, in which the investment is made in the manufacturing and infrastructure sectors.
The prime objective of this fund is to generate long-term growth of the capital by investing majorly in equity and equity related schemes across the infrastructure and manufacturing sector. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Small-cap Fund is an open-ended fund introduced on 19th December 2018, in which the investment is majorly made in small-cap stocks.
The prime objective of this fund is to generate long-term growth of the capital by investing majorly in equity and equity related schemes of small-cap companies. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Liquid Fund is an open-ended liquid scheme introduced on 16th July 2008.
The prime objective of this fund is to generate modest market-related returns with high liquidity and low risk by investing in money market instruments and debt securities. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Ultra Short Duration Fund is an open-ended ultra-short term scheme introduced on 16th July 2008, in which investment is made in schemes with Macaulay Duration between 3 to 6 months.
The prime objective of this fund is to generate modest market-related returns with high liquidity and low risk by investing in money market instruments and debt securities. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Short Duration Fund is an open-ended short term debt fund introduced on 18th December 2008, in which investment is made in schemes with Macaulay Duration between 1 to 3 years.
The prime objective of this fund is to generate modest market-related returns with high liquidity and low risk by investing in money market instruments and debt securities. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Credit Risk Fund is an open ended debt fund introduced on 27th February 2015, in which investment is majorly made in corporate bonds rated AA and below.
The prime objective of this fund is to generate long-term growth of capital by investing majorly in corporate bonds rated AA and below.
This scheme is perfect for investors who:
BOI AXA Conservative Hybrid fund is an open-ended hybrid scheme introduced on 18th March 2009, in which the investment is made majorly in the debt securities.
The prime objective of this fund is to generate consistent income by investing in fixed income securities and the secondary objective of the fund is to generate long-term growth of capital by investing some amount in equity and equity related schemes. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who:
BOI AXA Equity Debt Re-balancer fund is an open-ended dynamic asset allocation scheme introduced on 14th March 2014.
The prime objective of this fund is to generate long-term returns along with lower volatility by investing in a disciplined manner in debt and equity schemes. However, the Scheme does not guarantee any assured returns.
This scheme is perfect for investors who: