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: 12.07%.

Bharti AXA

Bharti AXA Equity Fund Eco Plan-Regular Dividend

Latest NAV

₹28.7400

As of

17 Jul 2026

4,355 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	+0.17%	+0.11%	+0.07	10 / 24	Q2
1W	-0.21%	-0.30%	+0.09	11 / 24	Q2
2W	-0.17%	+0.23%	-0.40	17 / 24	Q3
1M	+1.23%	+1.45%	-0.22	16 / 24	Q3
3M	+3.01%	+3.53%	-0.52	16 / 24	Q3
6M	+3.34%	+2.13%	+1.21	7 / 24	Q2
YTD	+0.81%	+0.23%	+0.58	9 / 24	Q2
1Y	+5.47%	+2.15%	+3.31	3 / 24	Q1
2Y	+1.59%	+1.63%	-0.05	10 / 21	Q2
3Y	+15.24%	+14.19%	+1.05	4 / 17	Q1
4Y	+16.73%	+15.76%	+0.97	4 / 17	Q1
5Y	+12.07%	+12.37%	-0.30	13 / 17	Q4
7Y	+15.19%	+15.22%	-0.03	8 / 13	Q3
10Y	+8.06%	+11.61%	-3.55	9 / 10	Q4
Inception	+6.07%	+10.67%	-4.59	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	+0.81%	+0.23%	+0.58	9 / 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

+7.44%

204 windows

min -36.4% · max 53.8%

66% positive

3-Year rolling

+5.64%

180 windows

min -13.5% · max 24.3%

62% positive

5-Year rolling

+4.82%

155 windows

min -13.7% · max 23.7%

81% positive

7-Year rolling

+3.22%

131 windows

min -4.7% · max 15.2%

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

14.00%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.05

Downside-only deviation

Max drawdown

-21.36%

Aug 2024 → Mar 2025

% positive months

63.9%

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	₹35.7213	17 Jul 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹157.4500	17 Jul 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹89.9810	17 Jul 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹36.7320	17 Jul 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹29.3277	17 Jul 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹27.4066	17 Jul 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹12.5600	17 Jul 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹34.4400	17 Jul 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹12.3410	17 Jul 2026
Bharti AXA Equity Fund Regular Plan- Growth	Bharti AXA	₹92.6800	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹28.7400
16 Jul 2026	₹28.6900
15 Jul 2026	₹28.6900
14 Jul 2026	₹28.6000
13 Jul 2026	₹28.8000
10 Jul 2026	₹28.8000
9 Jul 2026	₹28.5900
8 Jul 2026	₹28.3100
7 Jul 2026	₹28.8000
6 Jul 2026	₹28.9400

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 17 Jul 2026, the NAV of Bharti AXA Equity Fund Eco Plan-Regular Dividend is ₹28.7400. 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 8 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 5.47% — +3.31 pp ahead of the Large & Mid Cap Fund category average of 2.15%. The fund ranks #3 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 15.24% — +1.05 pp ahead of the Large & Mid Cap Fund category average of 14.19%. 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 12.07% — -0.3 pp behind the Large & Mid Cap Fund category average of 12.37%. The fund ranks #13 of 17 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Eco Plan-Regular Dividend exactly 10 years ago would be worth approximately ₹217,069 today — a multiplier of 2.17×, based on the 10-year CAGR of 8.06%. The category average over the same window would have grown ₹1 lakh to ₹299,822.

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 ₹829,366 today. That's an XIRR (money-weighted annualised return) of 12.90%.

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 ₹2,150,828 (multiplier 1.79×). XIRR: 11.23%. 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 #13 out of 17 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.37%; this fund delivered 12.07%.

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 4.82% (best 23.67%, worst -13.74%). 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: 12.07%.

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