Fundalysisby DARKHORSESTOCKS

Fund manager · BOI AXA

Dhruv Bhatia

Runs no scheme today.

  • Fund house

    BOI AXAThey run their schemes at BOI AXA.

  • AUM they run

    None today

  • Schemes

    0 now · 4 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now0

None today; their last ended in Jun 2025.

AUM they run(Jan 2022 – May 2025)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
May 20252,115+10.4%
Apr 20251,916+3.9%
Mar 20251,845+12.6%
Feb 20251,639−10.5%
Jan 20251,831−6.2%
Dec 20241,953+2.2%
Nov 20241,912+4.3%
Oct 20241,832+0.4%
Sept 20241,825+5.8%
Aug 20241,724+5.1%
Jul 20241,640+9.2%
Jun 20241,502+13.3%
AUM at month end, May 2025
₹2,115 Cr
+40.8% since Jun 2024
Fig. 1.The AUM of the schemes Dhruv Bhatia ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jan 2022 – now)

  1. Mid Cap Tax Fund Series 2 A 10 year
  2. Mid Cap Tax Fund Series 1 A 10 year
  3. Large Cap Fund
  4. Small Cap Fund
BOI AXA2023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jan 2022 – now)

BOI AXA

since Jan 2022
  1. Bank Of India Small Cap Fund
    Fund manager, equityApr 2022—Jun 20253y 3mSmall Cap
  2. Bank Of India Mid Cap Tax Fund Series 2 A 10 year
    Fund manager, debtJan 2022—Jun 20253y 6mTax Saver (ELSS)

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(4 schemes)

Growth · Direct plans

Return as manager
+12.14%
Beat peers
1 of 4
vs peers
−2.71 pt
Longest run
3.4 years
Beat benchmark
Upcoming
Each scheme Dhruv Bhatia ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Bank Of India Mid Cap Tax Fund Series 2 A 10 year
Jan '22–Jun '25 · 3.4y
+12.24%+16.24%−4.00 pt––
Bank Of India Mid Cap Tax Fund Series 1 A 10 year
Jan '22–Jun '25 · 3.4y
+11.84%+16.24%−4.40 pt––
Bank of India Large Cap Fund
Jan '22–Jun '25 · 3.4y
+12.04%+13.45%−1.41 pt––
Bank Of India Small Cap Fund
Apr '22–Jun '25 · 3.2y
+20.88%+19.77%+1.10 pt––
Fig. 1.Each scheme Dhruv Bhatia ran, against its peers and benchmark over the same months. Source: AMFI.