Should I invest in Bharti AXA Equity Fund Eco Plan-Quarterly Dividend?

We don't give personal investment advice. Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 12.47%.

Bharti AXA

Bharti AXA Equity Fund Eco Plan-Quarterly Dividend

Latest NAV

₹27.8700

As of

12 Jun 2026

4,332 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	-0.49%	-0.06	9 / 32	Q2
1W	-1.45%	-1.60%	+0.15	10 / 32	Q2
2W	-3.62%	-3.45%	-0.17	17 / 32	Q3
1M	-1.38%	-0.84%	-0.54	23 / 32	Q3
3M	+1.12%	+1.04%	+0.08	17 / 32	Q3
6M	-3.38%	-5.84%	+2.46	7 / 32	Q1
YTD	-5.36%	-7.07%	+1.71	11 / 32	Q2
1Y	-0.91%	-5.24%	+4.32	9 / 32	Q2
2Y	+1.56%	+0.04%	+1.52	13 / 32	Q2
3Y	+14.40%	+12.50%	+1.90	14 / 32	Q2
4Y	+16.68%	+14.37%	+2.31	15 / 32	Q2
5Y	+12.47%	+11.17%	+1.30	16 / 32	Q2
7Y	+14.01%	+12.96%	+1.05	18 / 32	Q3
10Y	+10.29%	+11.36%	-1.07	23 / 32	Q3
Inception	+6.10%	+9.10%	-3.00	22 / 29	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.36%	-7.07%	+1.71	11 / 32
2025	+6.95%	+2.91%	+4.04	9 / 32
2024	+17.23%	+19.92%	-2.69	22 / 32
2023	+29.51%	+27.73%	+1.78	14 / 32
2022	+2.29%	+2.49%	-0.20	19 / 32
2021	+25.07%	+32.49%	-7.41	30 / 32
2020	+18.17%	+13.97%	+4.19	7 / 32
2019	+8.75%	+4.84%	+3.91	9 / 32
2018	-26.25%	-10.87%	-15.38	32 / 32
2017	+37.42%	+31.34%	+6.07	10 / 32
2016	+1.47%	+2.52%	-1.05	21 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.00%

203 windows

min -47.3% · max 84.0%

65% positive

3-Year rolling

+5.50%

179 windows

min -11.9% · max 24.8%

61% positive

5-Year rolling

+5.12%

154 windows

min -9.7% · max 24.1%

75% positive

7-Year rolling

+3.91%

130 windows

min -6.0% · max 16.3%

73% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.64%

3-year · annualised

Sharpe ratio

0.58

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-21.37%

Aug 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹332.3720	12 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹278.7956	11 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹29.0600	12 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.9112	12 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹59.1560	12 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹240.7400	12 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹178.2689	12 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹98.8000	12 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹130.5800	12 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹73.7645	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹27.8700
11 Jun 2026	₹27.1900
10 Jun 2026	₹27.3400
9 Jun 2026	₹27.4500
8 Jun 2026	₹27.2000
5 Jun 2026	₹27.5300
4 Jun 2026	₹27.5900
3 Jun 2026	₹27.6100
2 Jun 2026	₹27.7400
1 Jun 2026	₹27.6800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is ₹27.8700. It's a Large & Mid Cap Fund from Bharti AXA, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has NAV history starting from 29 Oct 2008, a track record of about 17 years 7 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is managed by Bharti AXA. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has delivered a absolute return of -0.91% — +4.32 pp ahead of the Large & Mid Cap Fund category average of -5.24%. The fund ranks #9 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has delivered a CAGR of 14.40% — +1.9 pp ahead of the Large & Mid Cap Fund category average of 12.50%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has delivered a CAGR of 12.47% — +1.3 pp ahead of the Large & Mid Cap Fund category average of 11.17%. The fund ranks #16 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Eco Plan-Quarterly Dividend exactly 10 years ago would be worth approximately ₹266,308 today — a multiplier of 2.66×, based on the 10-year CAGR of 10.29%. The category average over the same window would have grown ₹1 lakh to ₹293,281.

A ₹10,000 monthly SIP in Bharti AXA Equity Fund Eco Plan-Quarterly Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹789,538 today. That's an XIRR (money-weighted annualised return) of 10.91%.

A ₹10,000 monthly SIP for 10 years in Bharti AXA Equity Fund Eco Plan-Quarterly Dividend = ₹1,200,000 invested. It would currently be worth ₹2,185,932 (multiplier 1.82×). XIRR: 11.53%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend ranks #16 out of 32 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.17%; this fund delivered 12.47%.

The worst peak-to-trough decline Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has experienced over the last 5-year window is 21.37% — its NAV fell from a high on 30 Aug 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend averaged 5.12% (best 24.11%, worst -9.72%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend returned 6.95% — beating the Large & Mid Cap Fund category average of 2.91% by 4.04 pp. It ranked #9 of 32 in its category that year.

Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 12.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.