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

We don't give personal investment advice. Bharti AXA Equity Fund Eco Plan-Regular 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: 11.76%.

Bharti AXA

Bharti AXA Equity Fund Eco Plan-Regular Dividend

Latest NAV

₹27.6600

As of

12 Jun 2026

4,331 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%	-0.35%	-0.20	13 / 24	Q3
1W	-1.46%	-1.47%	+0.01	12 / 24	Q2
2W	-3.61%	-3.28%	-0.33	15 / 24	Q3
1M	-1.39%	-0.39%	-1.00	19 / 24	Q4
3M	+1.12%	+2.67%	-1.54	12 / 24	Q2
6M	-3.37%	-3.82%	+0.46	9 / 24	Q2
YTD	-5.33%	-5.31%	-0.02	11 / 24	Q2
1Y	-0.88%	-3.02%	+2.14	6 / 24	Q1
2Y	+1.57%	+2.06%	-0.48	11 / 20	Q3
3Y	+14.41%	+13.84%	+0.57	4 / 17	Q1
4Y	+16.68%	+15.75%	+0.93	4 / 17	Q1
5Y	+11.76%	+11.93%	-0.17	11 / 17	Q3
7Y	+13.33%	+13.59%	-0.25	9 / 13	Q3
10Y	+7.77%	+11.43%	-3.66	9 / 10	Q4
Inception	+5.73%	+9.47%	-3.74	20 / 24	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	-5.33%	-5.31%	-0.02	11 / 24
2025	+6.97%	+3.12%	+3.85	3 / 22
2024	+17.23%	+22.31%	-5.08	10 / 18
2023	+29.50%	+29.01%	+0.49	7 / 17
2022	+2.37%	-0.46%	+2.83	2 / 17
2021	+20.49%	+33.85%	-13.37	16 / 17
2020	+18.24%	+16.04%	+2.20	4 / 16
2019	-0.42%	+8.45%	-8.88	11 / 12
2018	-31.28%	-13.79%	-17.49	11 / 11
2017	+32.61%	+38.05%	-5.44	10 / 11
2016	-6.37%	+3.18%	-9.55	9 / 10

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

+7.40%

203 windows

min -37.6% · max 58.5%

66% positive

3-Year rolling

+5.47%

179 windows

min -12.2% · max 24.1%

65% positive

5-Year rolling

+4.71%

154 windows

min -11.6% · max 23.2%

81% positive

7-Year rolling

+3.10%

130 windows

min -4.2% · max 14.6%

69% 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

-21.36%

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
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Motilal Oswal	₹34.8731	12 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹150.0420	12 Jun 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹86.4380	12 Jun 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹35.5340	12 Jun 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹28.6873	12 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹26.4687	12 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹11.9200	12 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹32.5500	11 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹11.8710	12 Jun 2026
Bharti AXA Equity Fund Regular Plan- Growth	Bharti AXA	₹89.2900	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹27.6600
11 Jun 2026	₹26.9900
10 Jun 2026	₹27.1400
9 Jun 2026	₹27.2400
8 Jun 2026	₹27.0000
5 Jun 2026	₹27.3200
4 Jun 2026	₹27.3900
3 Jun 2026	₹27.4000
2 Jun 2026	₹27.5300
1 Jun 2026	₹27.4800

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-Regular Dividend is ₹27.6600. It's a Large & Mid Cap Fund from Bharti AXA, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Bharti AXA Equity Fund Eco Plan-Regular Dividend has NAV history starting from 31 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-Regular 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-Regular Dividend has delivered a absolute return of -0.88% — +2.14 pp ahead of the Large & Mid Cap Fund category average of -3.02%. The fund ranks #6 of 24 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Bharti AXA Equity Fund Eco Plan-Regular Dividend has delivered a CAGR of 14.41% — +0.57 pp ahead of the Large & Mid Cap Fund category average of 13.84%. The fund ranks #4 of 17 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Bharti AXA Equity Fund Eco Plan-Regular Dividend has delivered a CAGR of 11.76% — -0.17 pp behind the Large & Mid Cap Fund category average of 11.93%. The fund ranks #11 of 17 in its category — the third (Q3) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Eco Plan-Regular Dividend exactly 10 years ago would be worth approximately ₹211,354 today — a multiplier of 2.11×, based on the 10-year CAGR of 7.77%. The category average over the same window would have grown ₹1 lakh to ₹295,072.

A ₹10,000 monthly SIP in Bharti AXA Equity Fund Eco Plan-Regular Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹788,482 today. That's an XIRR (money-weighted annualised return) of 10.86%.

A ₹10,000 monthly SIP for 10 years in Bharti AXA Equity Fund Eco Plan-Regular Dividend = ₹1,200,000 invested. It would currently be worth ₹2,031,538 (multiplier 1.69×). XIRR: 10.15%. 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-Regular Dividend ranks #11 out of 17 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.93%; this fund delivered 11.76%.

The worst peak-to-trough decline Bharti AXA Equity Fund Eco Plan-Regular Dividend has experienced over the last 5-year window is 21.36% — 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-Regular Dividend averaged 4.71% (best 23.19%, worst -11.60%). 81% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Bharti AXA Equity Fund Eco Plan-Regular Dividend returned 6.97% — beating the Large & Mid Cap Fund category average of 3.12% by 3.85 pp. It ranked #3 of 22 in its category that year.

Bharti AXA Equity Fund Eco Plan-Regular 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-Regular 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: 11.76%.

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