Bharti AXA
Bharti AXA Short Term Income Fund-Institutional Plan-Quarterly 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 | +0.00% | +6.99% | -6.99 | 173 / 763 | Q1 |
| 1W | +0.03% | +6.38% | -6.34 | 236 / 722 | Q2 |
| 2W | +0.14% | +6.63% | -6.49 | 214 / 725 | Q2 |
| 1M | +0.22% | +6.29% | -6.07 | 258 / 752 | Q2 |
| 3M | -1.01% | +7.87% | -8.88 | 567 / 728 | Q4 |
| 6M | +0.35% | +9.67% | -9.32 | 395 / 642 | Q3 |
| YTD | +0.40% | +8.47% | -8.07 | 373 / 666 | Q3 |
| 1Y | +0.68% | +13.70% | -13.01 | 363 / 591 | Q3 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +1.13% | -3.28% | +4.41 | 360 / 797 | Q2 |
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 |
|---|---|---|---|---|
| 2010 YTD | +0.40% | -0.95% | +1.35 | 83 / 165 |
| 2009 | — | — | — | — |
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 |
|---|---|
| 2 Mar 2010 | ₹10.1171 |
| 26 Feb 2010 | ₹10.1171 |
| 25 Feb 2010 | ₹10.1135 |
| 24 Feb 2010 | ₹10.1131 |
| 23 Feb 2010 | ₹10.1138 |
| 22 Feb 2010 | ₹10.1122 |
| 19 Feb 2010 | ₹10.1078 |
| 18 Feb 2010 | ₹10.1069 |
| 17 Feb 2010 | ₹10.1051 |
| 16 Feb 2010 | ₹10.1030 |
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.
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