Bharti AXA is a joint venture between Bharti Enterprises and AXA investment managers. AXA investment managers is a part of AXA group which is known as the world leader in financial protection and wealth management. It was established in December 2006. The joint venture has a 74% stake from Bharti and 26% from AXA. It offers a range of life insurance and wealth management products.
Bharti AXA Mutual Fund
Bharti AXA Mutual Fund is an asset management company of India. The company is controlled by Bharti AXA Investment Managers Private Limited. It offers a variety of schemes including open ended funds, equity funds and tax saving funds. It implements rigid risk control methods to decrease the risk factor for the investors. The major objective of the schemes offered by Bharti AXA Mutual Fund is to generate maximum returns to the investor.
Mutual Funds from Bharti AXA
- Equity Funds
Bharti AXA Equity Fund is an open ended fund that lets the investor gain returns by investing in stocks and equity bonds. This fund ensures profit bookings at regular intervals. It is suitable for investors looking to invest in equity related securities with higher risk. The fund offers an SIP option for the schemes provided under it.
- Hybrid Funds
Bharti AXA Hybrid Fund is a combination of debt and equity funds. It offers open ended income schemes and open ended dynamic schemes. It aims to generate long-term capital appreciation by investing a major portion in either equity or debt based schemes. This product is suitable for people who prefer medium risk investments.
- Debt Funds
Bharti AXA Debt Fund invests in fixed income securities such as treasury bills, government securities, corporate debentures, monthly income plans, short term plans and fixed maturity plans among many other. Debt funds offer market linked returns as assured to assured returns. It provides a steady but low income relative to equity. This fund is best suited for risk averse investors.
Bharti AXA Mutual Funds offers a few special features in relation to the mutual funds provided.
Liq-uity allows the investors to transfer their daily dividend which is under BALF/ BATrAF to BAEF/BAFIF while the initial investment remains invested in BALF/BATrAF. Investors opting for Growth option can transfer their daily appreciation in NAV from BALF/BATrAF to BAEF/BAFIF.
- SIP Shield
SIP Shield is an add-on optional feature offered only for certain schemes under Bharti AXA Equity Funds. It offers financial protection.
Why choose Bharti AXA Mutual Funds?
Bharti AXA Mutual Funds offers different fund types to suit the financial needs of its investors.
- Bharti AXA Mutual Fund comprises of a qualified team of experienced professionals who provide the best guidance to their investors.
- It implements a stringent risk control method to reduce the risk to the investors.
- It offers various other benefits such as Liq-uity and SIP Shield to its investors.
- It has plans to suit every kind of risk appetite may it be average, high or low.