Bharti AXA
Bharti AXA Short Term Income Fund-Institutional Plan-Monthly 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 | +0.02% | +6.99% | -6.97 | 63 / 763 | Q1 |
| 1W | +0.18% | +6.38% | -6.20 | 103 / 722 | Q1 |
| 2W | -0.29% | +6.63% | -6.92 | 350 / 725 | Q2 |
| 1M | +0.05% | +6.29% | -6.24 | 291 / 752 | Q2 |
| 3M | +0.40% | +7.87% | -7.46 | 344 / 728 | Q2 |
| 6M | +0.35% | +9.67% | -9.32 | 394 / 642 | Q3 |
| YTD | +0.39% | +8.47% | -8.08 | 375 / 666 | Q3 |
| 1Y | +1.38% | +13.70% | -12.31 | 353 / 591 | Q3 |
| 2Y | +1.59% | -5.03% | +6.62 | 79 / 197 | Q2 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.26% | -3.28% | +3.02 | 711 / 797 | 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 |
|---|---|---|---|---|
| 2011 YTD | +0.39% | +1.75% | -1.36 | 51 / 109 |
| 2010 | +0.37% | -0.95% | +1.32 | 85 / 165 |
| 2009 | -0.11% | -0.31% | +0.20 | 323 / 482 |
| 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.
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 | 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.
Recent NAVs
| Date | NAV |
|---|---|
| 9 Mar 2011 | ₹10.1566 |
| 8 Mar 2011 | ₹10.1543 |
| 7 Mar 2011 | ₹10.1521 |
| 4 Mar 2011 | ₹10.1453 |
| 3 Mar 2011 | ₹10.1430 |
| 1 Mar 2011 | ₹10.1387 |
| 28 Feb 2011 | ₹10.1365 |
| 25 Feb 2011 | ₹10.1902 |
| 24 Feb 2011 | ₹10.1881 |
| 23 Feb 2011 | ₹10.1859 |
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.
- 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.
More from Bharti AXA
- Bharti AXA Equity Fund Eco Plan- Growth
- Bharti AXA Equity Fund Eco Plan-Bonus
- Bharti AXA Equity Fund Eco Plan-Quarterly Dividend
- Bharti AXA Equity Fund Eco Plan-Regular Dividend
- Bharti AXA Equity Fund Regular Plan- Growth
- Bharti AXA Equity Fund Regular Plan- Quarterly Dividend
- Bharti AXA Equity Fund Regular Plan- Regular Dividend
- Bharti AXA Equity Fund Regular Plan-Bonus