Fundalysisby DARKHORSESTOCKS

Fund manager · BOI AXA

Mithraem Bharucha

Runs 6 schemes worth ₹3,197 Cr.

  • Fund house

    BOI AXAThey run their schemes at BOI AXA.

  • AUM they run

    ₹3,197 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    6 now · 0 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 now6

  1. Bank of India Liquid Fund₹1,874 Cr
  2. Bank of India Money Market Fund₹410 Cr
  3. Bank of India Multi Asset Allocation Fund₹369 Cr
  4. Bank of India Short Term Fund₹259 Cr
  5. Bank of India Ultra Short Term Fund₹196 Cr
  6. Bank of India Overnight Fund₹88.3 Cr

AUM they run(Aug 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,197−0.1%
Aug 20263,200+4.3%
Jul 20263,068+18.8%
Jun 20262,583−16.4%
May 20263,088+1.5%
Apr 20263,044+8.4%
Mar 20262,807−12.0%
Feb 20263,189+2.7%
Jan 20263,106+32.1%
Dec 20252,351−5.9%
Nov 20252,498−4.0%
Oct 20252,603+10.7%
AUM at month end, Sept 2026
₹3,197 Cr
+22.8% since Oct 2025
Fig. 1.The AUM of the schemes Mithraem Bharucha 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(Aug 2021 – now)

  1. Liquid Fund
  2. Short Term Fund
  3. Ultra Short Term Fund
  4. Overnight Fund
  5. Multi Asset Allocation Fund
  6. Money Market Fund
BOI AXA20222023202420252026
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(Aug 2021 – now)

BOI AXA

6 now · since Aug 2021
  1. Bank of India Liquid Fund
    Fund manager, debtAug 2021—5y 3m₹1,874 CrLiquidTER 0.09%

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

Performance(6 schemes)

Growth · Direct plans

Return as manager
+6.74%
Beat peers
4 of 6
vs peers
+0.05 pt
Longest run
5.2 years
Beat benchmark
Upcoming
Each scheme Mithraem Bharucha ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Bank of India Overnight Fund
Aug '21–now · 5.2y
+5.76%+5.65%+0.11 pt––
Bank of India Liquid Fund
Aug '21–now · 5.2y
+6.31%+6.26%+0.04 pt––
Bank of India Ultra Short Term Fund
Aug '21–now · 5.2y
+6.14%+6.51%−0.37 pt––
Bank of India Short Term Fund
Aug '21–now · 5.2y
+10.43%+6.28%+4.15 pt––
Bank of India Multi Asset Allocation Fund
Mar '24–now · 2.6y
+10.13%+12.16%−2.03 pt––
Bank of India Money Market Fund
Feb '25–now · 1.7y
+7.18%+7.13%+0.05 pt––
Fig. 1.Each scheme Mithraem Bharucha ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Nilesh JethaniMulti Asset Allocation Fund1 scheme