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Investors understand that their principal will be at moderately high risk
|This product is suitable for investors who are seeking: (*)
|FUND TYPE||An Open Ended Equity Fund|
|INVESTMENT OBJECTIVE||The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the investment objectives of the Scheme will be realized.|
David Pezarkar (For
David has over 20 years of rich experience in equity research, fund management and dealing. David has a Post Graduate Degree in Management (Masters of Management Studies) from Narsee Monjee Institute of Management - 1994 batch. He has completed his Bachelors in Arts (Major Economics) from Mumbai University in 1991.
Piyush Baranwal (For Debt)
Piyush joined BOI AXA IM in July'14 as a fund manager on the fixed income side. Prior to this, he was with Morgan Stanley Investment Management, where he was responsible for fund management as well as credit assessment. He has over seven years of experience in the fixed-income space and has handled responsibilities encompassing, trading, fund management and credit assessment. He has completed his PGDBM (Finance) from S. P. Jain Institute of Management & Research, Mumbai and B.E. from Manipal Institute of Technology. He is also a CFA charterholder from the CFA Institute, USA
|BENCHMARK||Nifty Midcap 100 Index : 70%
CRISIL Short Term Bond Fund Index: 30%
|PLANS / OPTIONS||Plans:
Under each of the plans, the following options are available:
|MIN. APPLICATION AMT/ADDITIONAL AMT||• Single
Minimum application amount: Rs 5,000/- and in multiples of Re 1/- thereafter
Minimum Additional investment: Rs 1,000/- and in multiples of Re 1/- thereafter
• Investment through SIP/STP :
Minimum installment amount for Monthly SIP: Rs 1,000/- and in multiples of 100/- thereafter
Minimum duration: 12 months
• Repurchase: In Multiples of Re 1/-
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.
Statutory Details: BOI AXA Mutual Fund has been set up as a Trust (under the Indian Trust Act, 1882) by AXA Investment Managers, Sponsor of the Fund. The Sponsor is not responsible for any loss resulting from the operations of the schemes beyond the contribution of an amount of 1 lakh made by it towards setting up the Mutual Fund. Trustee: BOI AXA Trustee Services Private Limited, a limited liability company. Investment Manager: BOI AXA Investment Managers Private Limited, a limited liability company. Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the Scheme's objectives will be achieved and the NAV of the Plans under the Scheme may go up or down depending upon the factors and forces affecting the securities market. Past performance of the Sponsors and their affiliates / AMC / Mutual Fund and its Scheme(s) do not indicate the future performance of the Scheme(s) of the Mutual Fund. Investors in the Scheme are not being offered any guaranteed / assured returns. The name of the Scheme does not in any manner indicate either the quality of the Scheme, their future prospects or returns. BOI AXA Regular Return Fund is an open-ended income scheme. Investment Objective: The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized. Copies of the Scheme Information Document / Key Information Memorandum / Statement of Additional Information can be obtained at any of our Investor Service Centers or on AMC Website www.bhartiaxa-im.com. Mutual Funds Investments are subject to market risks. Investors are requested to read the Scheme Information Document / Statement of Additional Information / Addenda carefully before investing.
© Copyright BOI AXA Investment Managers Private Limited, 2012. All Rights Reserved. Mutual Funds investments are subject to market risks, read all scheme related documents carefully. Compliance with KYC norms is mandatory for investing in Mutual Funds.