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: 13.28%.

Bharti AXA

Bharti AXA Equity Fund Eco Plan-Quarterly Dividend

Latest NAV

₹27.6100

As of

3 Jun 2026

4,325 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	-0.47%	+0.11%	-0.58	29 / 32	Q4
1W	-2.13%	-1.76%	-0.37	24 / 32	Q3
2W	-1.46%	-0.27%	-1.19	29 / 32	Q4
1M	-1.85%	-1.02%	-0.83	25 / 32	Q4
3M	+1.77%	-1.18%	+2.95	5 / 32	Q1
6M	-2.02%	-5.43%	+3.40	3 / 32	Q1
YTD	-3.90%	-5.57%	+1.67	9 / 32	Q2
1Y	+3.84%	-1.21%	+5.05	7 / 32	Q1
2Y	+2.25%	+1.22%	+1.03	15 / 32	Q2
3Y	+15.56%	+13.45%	+2.11	11 / 32	Q2
4Y	+16.02%	+13.62%	+2.39	13 / 32	Q2
5Y	+13.28%	+11.89%	+1.39	18 / 32	Q3
7Y	+13.99%	+12.99%	+1.00	17 / 32	Q3
10Y	+10.34%	+11.48%	-1.14	23 / 32	Q3
Inception	+6.20%	+9.20%	-3.01	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	-3.90%	-5.57%	+1.67	9 / 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

+7.93%

203 windows

min -48.6% · max 60.7%

63% positive

3-Year rolling

+5.22%

178 windows

min -12.7% · max 23.8%

60% positive

5-Year rolling

+5.06%

154 windows

min -8.5% · max 22.8%

74% positive

7-Year rolling

+3.83%

130 windows

min -6.4% · max 15.8%

68% 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

14.61%

3-year · annualised

Sharpe ratio

0.64

vs risk-free 6.5%

Sortino ratio

1.06

Downside-only deviation

Max drawdown

-21.37%

Aug 2024 → Mar 2025

% positive months

69.4%

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	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹27.6100
2 Jun 2026	₹27.7400
1 Jun 2026	₹27.6800
29 May 2026	₹27.8800
27 May 2026	₹28.2100
26 May 2026	₹28.3000
25 May 2026	₹28.3800
22 May 2026	₹28.1600
21 May 2026	₹28.1200
20 May 2026	₹28.0200

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 03 Jun 2026, the NAV of Bharti AXA Equity Fund Eco Plan-Quarterly Dividend is ₹27.6100. 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 3.84% — +5.05 pp ahead of the Large & Mid Cap Fund category average of -1.21%. The fund ranks #7 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Bharti AXA Equity Fund Eco Plan-Quarterly Dividend has delivered a CAGR of 15.56% — +2.11 pp ahead of the Large & Mid Cap Fund category average of 13.45%. The fund ranks #11 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 13.28% — +1.39 pp ahead of the Large & Mid Cap Fund category average of 11.89%. The fund ranks #18 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Eco Plan-Quarterly Dividend exactly 10 years ago would be worth approximately ₹267,538 today — a multiplier of 2.68×, based on the 10-year CAGR of 10.34%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

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 ₹803,114 today. That's an XIRR (money-weighted annualised return) of 11.60%.

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 ₹2,227,969 (multiplier 1.86×). XIRR: 11.89%. 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 #18 out of 32 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 11.89%; this fund delivered 13.28%.

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 5.06% (best 22.78%, worst -8.46%). 74% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — 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: 13.28%.

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