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

We don't give personal investment advice. Bharti AXA Equity Fund Regular 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: 21.7%. 5-year CAGR: 12.08%.

Bharti AXA

Bharti AXA Equity Fund Regular Plan- Quarterly Dividend

Latest NAV

₹33.7500

As of

17 Jul 2026

4,356 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.15%	+0.11%	+0.04	14 / 24	Q3
1W	-0.27%	-0.30%	+0.03	16 / 24	Q3
2W	-0.24%	+0.23%	-0.47	20 / 24	Q4
1M	+1.17%	+1.45%	-0.28	17 / 24	Q3
3M	+2.80%	+3.53%	-0.72	17 / 24	Q3
6M	+2.96%	+2.13%	+0.83	11 / 24	Q2
YTD	+0.39%	+0.23%	+0.16	14 / 24	Q3
1Y	+4.68%	+2.15%	+2.53	10 / 24	Q2
2Y	+0.86%	+1.63%	-0.78	13 / 21	Q3
3Y	+14.42%	+14.19%	+0.23	9 / 17	Q3
4Y	+15.97%	+15.76%	+0.21	8 / 17	Q2
5Y	+12.08%	+12.37%	-0.28	11 / 17	Q3
7Y	+15.17%	+15.22%	-0.06	10 / 13	Q4
10Y	+11.96%	+11.61%	+0.35	7 / 10	Q3
Inception	+7.36%	+10.67%	-3.30	18 / 24	Q3

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	+0.39%	+0.23%	+0.16	14 / 24
2025	+6.21%	+3.12%	+3.10	5 / 22
2024	+16.41%	+22.31%	-5.90	11 / 18
2023	+28.78%	+29.01%	-0.24	10 / 17
2022	+1.91%	-0.46%	+2.38	5 / 17
2021	+25.08%	+33.85%	-8.78	14 / 17
2020	+17.37%	+16.04%	+1.33	6 / 16
2019	+8.40%	+8.45%	-0.06	7 / 12
2018	-15.58%	-13.79%	-1.79	8 / 11
2017	+41.60%	+38.05%	+3.54	2 / 11
2016	+0.76%	+3.18%	-2.42	7 / 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

+8.95%

204 windows

min -46.3% · max 74.6%

68% positive

3-Year rolling

+6.79%

180 windows

min -13.7% · max 25.5%

68% positive

5-Year rolling

+6.57%

156 windows

min -9.1% · max 24.0%

79% positive

7-Year rolling

+5.65%

131 windows

min -5.6% · max 15.8%

84% 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

13.98%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-21.65%

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 Eco Plan-Regular Dividend	Bharti AXA	₹28.7400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹33.7500
16 Jul 2026	₹33.7000
15 Jul 2026	₹33.7000
14 Jul 2026	₹33.5900
13 Jul 2026	₹33.8300
10 Jul 2026	₹33.8400
9 Jul 2026	₹33.5900
8 Jul 2026	₹33.2500
7 Jul 2026	₹33.8400
6 Jul 2026	₹34.0000

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 Regular Plan- Quarterly Dividend is ₹33.7500. 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 Regular Plan- Quarterly Dividend has NAV history starting from 29 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 Regular 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 Regular Plan- Quarterly Dividend has delivered a absolute return of 4.68% — +2.53 pp ahead of the Large & Mid Cap Fund category average of 2.15%. The fund ranks #10 of 24 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Bharti AXA Equity Fund Regular Plan- Quarterly Dividend has delivered a CAGR of 14.42% — +0.23 pp ahead of the Large & Mid Cap Fund category average of 14.19%. The fund ranks #9 of 17 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Bharti AXA Equity Fund Regular Plan- Quarterly Dividend has delivered a CAGR of 12.08% — -0.28 pp behind the Large & Mid Cap Fund category average of 12.37%. The fund ranks #11 of 17 in its category — the third (Q3) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Regular Plan- Quarterly Dividend exactly 10 years ago would be worth approximately ₹309,350 today — a multiplier of 3.09×, based on the 10-year CAGR of 11.96%. 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 Regular Plan- Quarterly Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹814,272 today. That's an XIRR (money-weighted annualised return) of 12.16%.

A ₹10,000 monthly SIP for 10 years in Bharti AXA Equity Fund Regular Plan- Quarterly Dividend = ₹1,200,000 invested. It would currently be worth ₹2,346,847 (multiplier 1.96×). XIRR: 12.87%. 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 Regular Plan- Quarterly 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 12.37%; this fund delivered 12.08%.

The worst peak-to-trough decline Bharti AXA Equity Fund Regular Plan- Quarterly Dividend has experienced over the last 5-year window is 21.65% — 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 Regular Plan- Quarterly Dividend averaged 6.57% (best 24.01%, worst -9.11%). 79% 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 Regular Plan- Quarterly Dividend returned 6.21% — beating the Large & Mid Cap Fund category average of 3.12% by 3.10 pp. It ranked #5 of 22 in its category that year.

Bharti AXA Equity Fund Regular 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 Regular 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: 21.7%. 5-year CAGR: 12.08%.

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