Bharti AXA
Bharti AXA Liquid Fund- Super Institutional Plan-Growth
Category
Liquid
Plan type
Dividend
Structure
Open-ended
AMFI Scheme Code
109258
ISIN (Growth)
—
ISIN (Dividend)
—
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 | +0.05% | +0.34% | -0.30 | 4 / 110 | Q1 |
| 1W | +0.16% | +0.31% | -0.15 | 9 / 107 | Q1 |
| 2W | +0.32% | +0.36% | -0.04 | 6 / 106 | Q1 |
| 1M | +0.70% | +0.37% | +0.32 | 3 / 106 | Q1 |
| 3M | +2.12% | +0.70% | +1.41 | 4 / 105 | Q1 |
| 6M | — | — | — | — | — |
| YTD | +8.22% | -1.59% | +9.80 | 4 / 102 | Q1 |
| 1Y | +8.52% | -0.61% | +9.13 | 8 / 100 | Q1 |
| 2Y | +8.13% | -0.86% | +8.99 | 13 / 96 | Q1 |
| 3Y | +7.03% | -1.06% | +8.09 | 17 / 89 | Q1 |
| 4Y | +6.53% | -1.39% | +7.92 | 21 / 86 | Q1 |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +6.88% | -1.26% | +8.14 | 22 / 110 | Q1 |
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 |
|---|---|---|---|---|
| 2012 YTD | +8.22% | +155.04% | -146.83 | 20 / 65 |
| 2011 | +7.46% | -0.45% | +7.91 | 18 / 67 |
| 2010 | +5.17% | -1.24% | +6.41 | 10 / 73 |
| 2009 | +4.65% | +0.17% | +4.47 | 21 / 75 |
| 2008 | — | — | — | — |
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
+5.67%
28 windows
min 4.1% · max 8.5%
100% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
+6.41%
9 windows
min 5.8% · max 7.0%
100% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
—
Insufficient history
7-Year rolling
—
Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 2 Dec 2012 | ₹1,339.2836 |
| 30 Nov 2012 | ₹1,338.6737 |
| 29 Nov 2012 | ₹1,338.3689 |
| 28 Nov 2012 | ₹1,338.0610 |
| 27 Nov 2012 | ₹1,337.7536 |
| 26 Nov 2012 | ₹1,337.4463 |
| 25 Nov 2012 | ₹1,337.1387 |
| 23 Nov 2012 | ₹1,336.5106 |
| 22 Nov 2012 | ₹1,336.1966 |
| 21 Nov 2012 | ₹1,335.8864 |
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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.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth is a Liquid from Bharti AXA (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth has NAV history starting from 18 Jul 2008, a track record of about 17 years 10 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 Liquid Fund- Super Institutional Plan-Growth is managed by Bharti AXA. It's classified by AMFI under the 'Liquid' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Bharti AXA Liquid Fund- Super Institutional Plan-Growth has delivered a absolute return of 8.52% — +9.13 pp ahead of the Liquid category average of -0.61%. The fund ranks #8 of 100 in its category — the top (Q1) quartile.
Over the trailing 3-year window, Bharti AXA Liquid Fund- Super Institutional Plan-Growth has delivered a CAGR of 7.03% — +8.09 pp ahead of the Liquid category average of -1.06%. The fund ranks #17 of 89 in its category — the top (Q1) quartile.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.
₹1 lakh invested in Bharti AXA Liquid Fund- Super Institutional Plan-Growth exactly 3 years ago would be worth approximately ₹122,614 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.03%. The category average over the same window would have grown ₹1 lakh to ₹96,854.
We don't have enough NAV history yet to simulate a SIP on Bharti AXA Liquid Fund- Super Institutional Plan-Growth. The fund typically needs 12+ months for a 1-year SIP backtest.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
On a 3-year basis, Bharti AXA Liquid Fund- Super Institutional Plan-Growth ranks #17 out of 89 funds in the Liquid category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -1.06%; this fund delivered 7.03%.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth doesn't have a computed drawdown figure yet.
Across all 3-year rolling windows, Bharti AXA Liquid Fund- Super Institutional Plan-Growth averaged 6.41% (best 7.03%, worst 5.85%). 100% of rolling windows ended positive.
In calendar year 2011, Bharti AXA Liquid Fund- Super Institutional Plan-Growth returned 7.46% — beating the Liquid category average of -0.45% by 7.91 pp. It ranked #18 of 67 in its category that year.
Bharti AXA Liquid Fund- Super Institutional Plan-Growth is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. Bharti AXA Liquid Fund- Super Institutional Plan-Growth is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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