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The Invest Online section allows financial and non- financial transactions.

Financial transactions:

• New Purchase
• Additional Purchase
• Redemption
• Switch
• SIP
• Liquidity

Non-Financial transaction:

• Map a folio
• Remove a Folio
• Change password
• Change PIN
• Obtain PIN
• Generate Account Statements

No. This service is absolutely free.

There is neither a need for any physical agreement to be executed, nor any documents to be submitted before or after investing. However, the investor has to read and accept the Terms and Conditions and Disclaimer(s) while investing. The investor is also required to read the Scheme Information Document/Statement of Additional Information before investing.

The AMC will verify your details in the backend but will not ask you for any paperwork. We will access your details available with KYC REGISTRATION AGENCY(S) (KRA) or with our Registrar. This is as per the authority granted by you to KRA to share the details while completing the KYC procedure. AMC may also ask to submit documents, if necessary.

BOI AXA Mutual Fund website uses SSL technology to ensure that the information transmitted across the internet is safe and secure. Secure Sockets Layer (SSL) is a common and the most effective protocol for sending confidential information securely over the Internet. SSL works by using a private, mathematical key to encrypt (or scramble) data that's transferred between your Web browser and the website you are visiting. This Digital Security certificate has one 256-bit encryption level and is obtained from Verisign (Safescript), an organization that is considered pioneers in such technology.

Only the below mentioned categories of investors can invest in BOI AXA Mutual Fundthrough the online module:

Adult Resident Indian Individuals, either single or jointly (not exceeding three)

Non - Resident Indians and persons of Indian origin residing abroad, on a non-repatriable / full repatriation basis. Excluding investors residing in the US, Canada and non-compliant FATF Countries

Parents / Lawful guardians on behalf of Minors, HUF, Proprietorship.

Before starting you journey with BOI AXA Mutual fund online services, you need to make sure that your KYC is verified by KRA on or after 01st Jan 2020. is a very simple process to start investing with us. Go to our website http://www.boiaxamf.com/ and click on NEW INVESTOR. Select the scheme you wish to invest and click on Go button and fill the basic information like Name , Contact details and PAN no. and submit. On the next page enter your address, bank details, amount and login details. You can save the filled form for future as well or click on Agree and confirm to proceed for making payment through net banking. After the payment you will get a confirmation page, take a print out of the same for reference. And here you transaction complete And here your transaction is complete. After the initial purchase, you need to generate PIN on line for other facilities except addition purchase. (You don’t need PIN no. for addition purchase). You need to click on Online PIN generation tab and enter your folio no. , PAN no. and bank A/c no. A five digit PIN no. will get triggered to your registered Email ID. It will be a password protected pdf file and the password will be the first 4 characters of the first holders PAN (in capital letters) and the Last four digits of the registered Bank Account Number.

Investor’s email id and mobile no. has to be registered and KYC to be KRA verified on or after 01 st Jan 2020 Before you begin your online journey, there is a three step process you need to complete: You need to register with us by creating your user id and password. Click on the Register button after clicking the Invest Online section of www.boiaxamf.com. Please note: Email id while creating a User Id should be the same as the registered email id in the folio. After registration, you need to generate an Online PIN. You need this PIN when you wish to Switch or Redeem your funds. Please refer to the flowchart in the question. How do I Obtain PIN Map your Offline Folio (s) to the User id so created. Please refer to the flowchart in the question How do I map my folio Once you have mapped your folio, you are now free to transact on the Invest Online Section.

For security reasons there is a stipulated time limit on every page. Rest assured anyone with moderate typing speed can fill up the form in the stipulated time. However if there is a large break while filling up a form then your account will be logged out due to session time out and all the details will have to be entered once again.

While making the purchase, upon confirming the scheme, and amount details, the page will be redirected to the selected bank’s website. If you have Net banking facility with the selected bank, you can transfer the funds as per the Net banking procedure of the bank.

You can place a purchase request through the below payment modes: Net Banking RTGS/NEFT Fund Transfer IMPS As you are aware of Net banking procedure, wherein you have the user id and password for payments (investments), the other two new payment modes are explained below:

RTGS or Real Time Gross Settlement or NEFT (National Electronic Funds Transfer) are modes of payment where one can electronically transfer money from one’s bank A/C to any bank account of the other entity to which any payment has to be made. RTGS is used for transfer of money for more than Rs.2 lakhs You need to first complete the RTGS / NEFT payment formalities with your bank before you www.boiaxamf.com While effecting the RTGS/NEFT payment through your net banking option, please do mention the folio number and BOI AXA Mutual Fund (scheme name) in the remarks for identifying your funds in our account. Otherwise it is difficult to identify the amount. Please take note the RTGS / NEFT reference number that is displayed after the transaction very important and this number is required for you to enter in the required field while submitting your transaction online through RTGS/NEFT mode. Once you enter the RTGS / NEFT reference number, you need to enter your Bank details in the purchase section. You may then continue to complete your transaction on www.boiaxamf.com Please note the BOI AXA Mutual Fund Bank A/C details in whose favor the RTGS / NEFT needs to be made.

Bank Name : HDFC Bank

Name of the Account: BOI Axa Liquid Fund Collection A/c

Bank Account Type: Current

Account No.: 00600350058365

IFSC Code : HDFC0000060

Branch : Nanik Motwani Marg, Fort, Mumbai - 400001

All Banks have the facility of performing an RTGS / NEFT transaction on your behalf, provided you have an account with the Bank. All nationalized and private banks extend this facility to their customers.

IMPS (Immediate Payment Service) offers an instant, 24X7, interbank electronic fund transfer service through mobile phones. IMPS facilitate customers to use mobile instruments as a channel for accessing their bank accounts and put high interbank fund transfers in a secured manner with immediate confirmation features. Instead of using the mobile instrument, we have provided you with the page for IMPS payment in the website for making the investment by just entering the details asked for. Procedure for registering for IMPS facility is given below:

Registration for Remitter: Register yourself for mobile banking service with bank Get Mobile Money Identifier (MMID) and MPIN from the bank Download Software (Application) for mobile banking (ensure the compatibility of mobile with the application) or use the SMS facility in your mobile if your bank provides IMPS on SMS

Registration for Beneficiary: Link your mobile number to the account in the respective bank. Get Mobile Money Identifier (MMID) from the bank For Remitter (To send money) through our Website: Select payment option as IMPS Enter Mobile number, MMID and One time password (OTP) that is automatically triggered to the registered mobile number Await confirmation SMS for the debit in your account and credit in beneficiary account Note the transaction reference number for any future query

Before starting you journey with BOI AXA Mutual fund online services, you need to make sure that your KYC is verified by KRA on or after 01st Jan 2012. is a very simple process to start investing with us. Go to our website http://www.boiaxamf.com/ and click on NEW INVESTOR. Select the scheme you wish to invest and click on Go button and fill the basic information like Name , Contact details and PAN no. and submit. On the next page enter your address, bank details, amount and login details. You can save the filled form for future as well or click on Agree and confirm to proceed for making payment through net banking. After the payment you will get a confirmation page, take a print out of the same for reference. And here you transaction complete And here your transaction is complete. After the initial purchase, you need to generate PIN on line for other facilities except addition purchase. (You don’t need PIN no. for addition purchase). You need to click on Online PIN generation tab and enter your folio no. , PAN no. and bank A/c no. A five digit PIN no. will get triggered to your registered Email ID. It will be a password protected pdf file and the password will be the first 4 characters of the first holders PAN (in capital letters) and the Last four digits of the registered Bank Account Number.

You can purchase units of BOI AXA Mutual Fund through Electronic fund transfer arrangements made with select banks; the list is available on our website - www.boiaxamf.com. You need to have a net-banking facility with any one of these banks for transferring funds to effect a purchase transaction. It is similar of buying AIR tickets/Railway tickets through respective portals.

Please note that our server time at the instance of confirmation of the transaction will be considered as the final time to determine transaction time, cut-off time and consequent applicable NAV. Also if the amount invested is Rs.2 lacs or more in schemes other than Liquid schemes, then applicable NAV will be based on realization of funds in the accounts of the scheme before the cut off time of 3.00 PM The number of units allotted or redeemed will be calculated based on the cut-off time and Applicable NAV as per SEBI guidelines .The time you transact will be the time at which the request is logged in and the same will reflect in the transaction confirmation page once the online transaction form has been filled and submitted online. For your convenience, the date and transaction time is displayed in Real Time on your transacting screen. All transactions performed after the cut-off time will be deemed to have been performed on the next Business Day and processed accordingly. NAV applicability in case of Non Liquid Schemes For non-liquid schemes the cut- off time for same day NAV is 3.00 pm for submission of purchase transactions submitted online. All transactions submitted online before 3.00 pm will be eligible for same day’s NAV (except Saturday, Sunday and Holidays).Purchase transactions submitted online after 3.00 pm on business days or on Saturday, Sunday and Holidays will be eligible for the applicable NAV of the next business day. Please note that the applicability of NAV will be based on funds available for Utilization before the cut-off time mentioned above for the investment of Rs.2 lakhs and above.

NAV applicability in case of Liquid Scheme

In case of BOI AXA Liquid Fund the applicable NAV for allotment will be based on submission of purchase transaction online before cut off time of 2.00 pm and availability of funds for utilization before cut -off time. Units will be allotted upon receipt of funds only i.e. approximately T+4 business days, where T is the date of transaction and hence the applicable NAV will be determined accordingly. We have real time transfer facility with some banks wherein the credit will be received on real time basis to our accounts according the NAV is allotted. As regards all commercial transactions, the time after successful payment and transaction being confirmed before applicable cut-off time will be considered as final and there cannot be any changes there-of . Hence you are requested to be very careful in the selection of schemes/option/amount etc. before submitting the transactions online.

Kindly note that in case of online transactions through our online portal, the movement of funds from your bank account to the Scheme’s bank account happens via the Intermediary / Aggregator service provider through a Nodal (shadow) bank account and post reconciliation of fund. The process of movement of funds from the investors bank account into the Scheme’s Bank account in case of online transaction is governed by Reserve Bank of India(RBI)vide their circular Ref. RBI/2009-10/231 DPSS.CO.PD.No.1102/02.14.08/2009-10 dated 24 November, 2009. click here RBI website The process followed by the aggregator and the time lines within which the Funds are credited into the Scheme’s bank account is within the time lines provided by RBI which is T+3 settlement cycle / business days, where T is the date of Transaction/ day of intimation regarding completion of transaction The nodal bank account as stated above is an internal account of the bank and such accounts are not maintained or operated by the intermediary / aggregator or by the Mutual Fund. All funds held in the accounts are in the nature of outside liability of the bank and the balances held in the accounts shall be reckoned for the purpose of computation of Net Demand and Time Liabilities of the Bank. Such accounts are subject to concurrent audits and a certificate is also submitted to RBI regarding adherence of stated directions We would like to confirm that while the movement of Funds from your Bank account may have happened on T day, however post reconciliation and as per statutory norms in case of Liquid schemes the allotment can happen only on availability of Funds for utilization for investments and accordingly the transaction will process as per the applicable NAV based on availability of funds for utilization.

Non Liquid Schemes: Transactions submitted on a non-business day will be considered and carried forward to next business day and will be processed accordingly. Liquid Schemes: Redemption / switch out done on a business day followed by a business day, the NAV of Same Business Day is applicable. Liquid Schemes: Redemption / switch out done on a business day followed by a non-business day, the NAV of the day prior to the next Business Day is applicable.

For online transactions, server time at the instance of confirmation of the transaction is been considered as the final time to determine transaction time, cut-off time and consequent applicable NAV. As regards purchases, the time after successful online payment confirmation and transaction being confirmed within cut-off time will be considered as final time for the transaction

Upon successful payment, a confirmation page will be displayed containing transaction details and the relevant reference number. Further, an email and SMS confirmation will be sent to the registered email-id.

Yes. In the same folio, you can transact online as well as submit a physical transaction at any of our official points of collections. However we request you to mention your existing folio number on the form / request.,

Yes, As per Anti Money Laundering Regulations, you are required to make payment from a Bank A/C registered with us, failing which the investment would be rejected.

Some banks may charge in whatsoever manner for online transactions to their bank account holders, which will be borne by the account holder only and will not be borne by the AMC or the fund.

We also wish to bring to your notice that few of the banks have initiated with the Third Party Validation Hence we request you to make sure that you have registered for the bank Third Party Funds Transfer service (if your bank demands this facility) and that you have enabled Secure Access within Net Banking. Without these validations, you will not be able to transact online.

The banks have initiated these additional security measures for protecting your information during third party transfers and to protect your account from any sort of security breach. Kindly approach your bank to have more details on the same.

After your redemption transaction has been successfully processed for the applicable NAV, the redemption proceeds will be paid out to your existing bank account which is registered with us. You can register up to 5 Bank A/Cs by filling up the Multiple Bank A/C Registration Form along with applicable documents offline, to receive your redemption proceeds in any one such Account. You can select any bank which is registered with us to get the proceeds in that bank.

No, you cannot invest from any account other than the Bank A/C’s registered with us. Any such transaction will be rejected from our end. As a first time investor, you can purchase from any of your bank accounts provided the investor is also an account holder in the Bank account and Net Banking facility is enabled for the bank account and such bank is available in BOI AXA Mutual Fund Online. (Refer our earlier question for the list of banks available for net banking)

For the first time investor, the account which is used to make the purchase will be deemed to be the account into which the Redemption proceeds will be credited. This is as per the Anti-Money laundering Regulatory requirement.

However as an existing unit holder, you can purchase only from your registered bank account. Registered bank account is the bank through which you had invested as a first time investor or through the banks which you have registered through the Multiple Bank mandate registration request submitted to us wherein you are also the bank account holder.

For security reasons such facilities are not currently offered through the Invest Online section. You will have to submit physical request for the same.

For changes in address, kindly contact KYC REGISTRATION AGENCY(S) (KRA) for more information as the address of the folio is the same that of your KYC.

For changes in bank mandate, you need to fill Change of Bank mandate form or Multiple Bank A/C Registration form along with applicable documents.

Yes. Investor can make multiple redemption/switches in the same / different folio(s) only if the balances are available.

Purchase transaction will be unsuccessful, hence confirmation will not be generated and the transaction will not get processed.

Transaction will be unsuccessful, hence confirmation will not be generated and the transaction will not get processed.

If the payment through the Bank Payment for the purchase is successful then you will be redirected to our website www.boiaxamf.comIn case your payment has failed or you are not redirected to www.boiaxamf.comit may mean that your transaction has not gone through completely due to any one of the following three reasons:

1. The amount is Debited from your account but a transaction confirmation is not received which happens due to connectivity issues or due to some technical problems This is an unsuccessful transaction. In such case we request you to wait for 3-4 working days, for us to check with the bank and ascertain the credit of amount in our account. We will then allot Units to you, once we receive confirmation from the bank.
2. The amount is debited from your account but the credit is not received by us. In such case we request you to wait for 4-5 working days, your bank will then credit that amount back into your bank Account
3. If the amount not debited from your bank A/c but a transaction completed and not received any confirmation email/ SMS.

Please check with your bank whether you are allowed from banker’s end to transfer such amount.

No. You cannot cancel the purchase once the amount is debited or cancel the redemption once the transaction is submitted by online facility. However the same can be redeemed as per the scheme terms and conditions.

Invest Online provides you a one view facility to map and view all your folios together, for your convenience.

To avail this facility, you need to create a User Id for login. You can map/add all your folios to your User Id and have a consolidated portfolio view.

For a first time investor, the user Id and password gets created while submitting the application online. In case of an offline investor, who wishes to convert his folio online, he needs to create his user Id and Password and map his offline folio to this user Id. (Kindly refer the question I am an existing BOI AXA offline investor, how do I Invest Online.

While making your first online transaction you would have created user id. Using the same user id you can logon to the website and use all the features mentioned in Question 3. However to use the features like Redemption, Switch, and Change email id/mobile number you need to obtain a PIN.

PIN stands for Personal Identification Number which unit holders can use to map the folio, switch and redeem whenever the unit holders wish to transact online in future. A PIN is not needed in case of additional purchases into the fund.

An offline investor can convert his investment online and do all future transactions as mentioned above on the basis of PIN. PIN is also required to map multiple folios to one common User –Id for convenience in viewing all the folios details under a Single User ID.

A separate PIN needs to be obtained for each folio held by the existing investor.

In order to obtain a PIN, you need to log in to the Invest Online section of www.boiaxamf.com and click the 'Online PIN Generation” option in the home page for Investors. Here you will have to enter the Folio number, followed by the PAN No and the default Bank A/C number. Once the same is successfully entered along with Captcha code an encrypted PDF file will be sent to your registered email id. The password to open the document will be the first four alphabets of your PAN in caps, followed by the last four characters of your default Bank A/C. So in case your PAN is ABCDE1234F and your bank account is 00001234, then your password is ABCD1234 and not abcd1234.

Please note that you will be able to obtain your PIN only if your PAN card / Folio is KYC verified.

The PIN is sent to the registered email address of the first / primary holder of the folio.

Once you have obtained your PIN then you need to map your Folio to the User ID with the help of the PIN . Upon successful validation, the folio will be mapped instantly. If you wish to remove any of the mapped folios, it can be removed using the same screen. However, you cannot remove all the folios mapped to the User Id. Any one of the folio has to be retained In case you have multiple folios, then you can map those folios to your existing User Id, please note that you will need the PIN for every folio you wish to map and email id should be same in all the folios.

No, one cannot have a single PIN for different folios. A PIN is issued at folio level only. For obtaining a single PIN across all your investments, you will need to first submit a physical folio consolidation request. Certain conditions apply for consolidation of folios. After all your folios have been consolidated into one, you can apply for a PIN for that consolidated folio. Just like each bank account is treated differently, each folio is legally different even though the details may match. Hence you are issued separate PINs. You can however map all your folios under one User Id by selecting map your folio under the section My Profile option.

Online account will be locked for security reasons if incorrect PIN or password is entered thrice. To reset password you need to click on Forgot Password on the Login page the password shall be unlocked within 24 hours automatically. In case the PIN is incorrectly entered then you need to login and re generate your PIN on www.boiaxamf.com.

You can generate a new PIN instantly by following the steps mentioned in point How do I Obtain PIN.

Non individual investors, like companies, trusts, societies, AOPs cannot generate PIN, login and cannot transact online.

The speed at which you receive emails is determined by the service provider and the server architecture in place. May we request you to add service@boiaxamf.in to your white list / safe sender list? Else, your mailbox filter or ISP (Internet Service Provider) may stop you from receiving mails with your e-mail account statement/resolution of your service request.