Bank of India Mutual Fund

Bank of India Mutual Fund (formerly known as BOI AXA Mutual Fund) is a wholly-owned subsidiary of Bank of India, one of the country's oldest and largest public sector banks. Established as a joint venture in 2008 with the French global giant AXA Investment Managers, the AMC transitioned to its current form in 2021 when Bank of India acquired the remaining stakes to become the sole sponsor.

The fund house continues to leverage Bank of India's massive "Pan-India" reach, providing professional asset management services to a vast retail and institutional base. It is led by Mr. Mohit Bhatia (CEO) and focuses on disciplined, research-led investment processes.

Here are some of the key advantages you can gain by selecting Bank of India Mutual Fund for your investments:

1. Public Sector Reliability: Backed by the 100+ year legacy of Bank of India, offering a high degree of transparency, trust, and a vast distribution network across "Bharat."
2. Small-Cap Specialization: Known for consistent outperformance in the Small-Cap category, where it has historically beaten category averages and benchmarks through disciplined stock picking.
3. Cost-Efficient Investing: Maintains competitive expense ratios (particularly in its Direct plans), ensuring a larger portion of the market gains remains with the investor.
4. Conservative Income Solutions: Provides a robust range of debt instruments, including Overnight and Liquid funds, designed for capital preservation and high liquidity.
5. Focus on Emerging Sectors: Offers specialized thematic expertise through its Manufacturing & Infrastructure and Banking & Financial Services funds to capture structural growth in the Indian economy.

Planning to invest in the Bank of India Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Bank of India Mutual Fund

   : Browse available Bank of India Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Bank of India Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Bank of India Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).