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: 12.63%.

Bharti AXA

Bharti AXA Equity Fund Regular Plan- Quarterly Dividend

Latest NAV

₹32.2200

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	-0.46%	+0.04%	-0.50	19 / 24	Q4
1W	-2.13%	-1.87%	-0.26	16 / 24	Q3
2W	-1.50%	-0.30%	-1.20	21 / 24	Q4
1M	-1.89%	-0.76%	-1.12	21 / 24	Q4
3M	+1.61%	+0.56%	+1.05	7 / 24	Q2
6M	-2.36%	-3.68%	+1.32	5 / 24	Q1
YTD	-4.16%	-4.06%	-0.10	11 / 24	Q2
1Y	+3.07%	+0.50%	+2.57	6 / 23	Q2
2Y	+1.52%	+2.94%	-1.42	14 / 20	Q3
3Y	+14.76%	+14.82%	-0.06	8 / 17	Q2
4Y	+15.29%	+14.85%	+0.44	7 / 17	Q2
5Y	+12.63%	+12.64%	-0.01	8 / 17	Q2
7Y	+13.36%	+13.61%	-0.24	9 / 13	Q3
10Y	+11.71%	+11.51%	+0.19	7 / 10	Q3
Inception	+7.13%	+9.86%	-2.73	17 / 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	-4.16%	-4.06%	-0.10	11 / 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

+8.77%

203 windows

min -48.6% · max 60.6%

67% positive

3-Year rolling

+6.37%

178 windows

min -12.9% · max 23.4%

68% positive

5-Year rolling

+6.46%

154 windows

min -5.5% · max 22.2%

81% positive

7-Year rolling

+5.46%

130 windows

min -6.0% · max 15.3%

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

14.61%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-21.65%

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
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Motilal Oswal	₹34.9086	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹149.2770	3 Jun 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹86.1840	3 Jun 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹34.8680	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹28.7295	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹26.3580	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹11.8100	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹32.9300	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹11.7760	3 Jun 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹27.4000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹32.2200
2 Jun 2026	₹32.3700
1 Jun 2026	₹32.3100
29 May 2026	₹32.5400
27 May 2026	₹32.9200
26 May 2026	₹33.0300
25 May 2026	₹33.1200
22 May 2026	₹32.8700
21 May 2026	₹32.8200
20 May 2026	₹32.7100

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 Regular Plan- Quarterly Dividend is ₹32.2200. 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 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 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 3.07% — +2.57 pp ahead of the Large & Mid Cap Fund category average of 0.50%. The fund ranks #6 of 23 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 14.76% — -0.06 pp behind the Large & Mid Cap Fund category average of 14.82%. The fund ranks #8 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Bharti AXA Equity Fund Regular Plan- Quarterly Dividend has delivered a CAGR of 12.63% — -0.01 pp behind the Large & Mid Cap Fund category average of 12.64%. The fund ranks #8 of 17 in its category — the second (Q2) quartile.

₹1 lakh invested in Bharti AXA Equity Fund Regular Plan- Quarterly Dividend exactly 10 years ago would be worth approximately ₹302,536 today — a multiplier of 3.03×, based on the 10-year CAGR of 11.71%. The category average over the same window would have grown ₹1 lakh to ₹297,344.

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 ₹788,361 today. That's an XIRR (money-weighted annualised return) of 10.85%.

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 ₹2,269,256 (multiplier 1.89×). XIRR: 12.23%. 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 Regular Plan- Quarterly Dividend ranks #8 out of 17 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.64%; this fund delivered 12.63%.

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 6.46% (best 22.18%, worst -5.53%). 81% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — 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: 12.63%.

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