Bharti AXA Equity Fund - Bonus - Institutional Plan

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Fund Overview Bonus | Institutional Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and long-term capital appreciation through a diversified portfolio of predominantly equity and equity-related securities including equity derivatives, across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 1.93 8.00 2.48 16.21 18.85 13.71

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 30-June-2025

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Lloyds Metals And Energy Limited

  • TREPS

  • ICICI Lombard General Insurance Company Limited

  • Larsen & Toubro Limited

  • Kotak Mahindra Bank Limited

  • Coforge Limited

  • PB Fintech Limited

  • Indian Bank

  • Manorama Industries Limited

  • Eris Lifesciences Limited

  • Vedanta Limited

  • FSN E-Commerce Ventures Limited

  • Hero MotoCorp Limited

  • State Bank of India

  • NTPC Limited

  • Tips Music Limited

  • Apollo Hospitals Enterprise Limited

  • Oil India Limited

  • Jindal Stainless Limited

  • SBI Cards and Payment Services Limited

  • Tata Consultancy Services Limited

  • Oberoi Realty Limited

  • Shriram Finance Limited

  • Bayer Cropscience Limited

  • Samvardhana Motherson International Limited

  • Dr. Reddy's Laboratories Limited

  • Supreme Industries Limited

  • Senco Gold Limited

  • ICICI Bank Limited

  • Adani Ports and Special Economic Zone Limited

  • Ashok Leyland Limited

  • Sky Gold And Diamonds Limited

  • SBI Life Insurance Company Limited

  • Zaggle Prepaid Ocean Services Limited

  • Swan Energy Limited

  • Bharti Airtel Limited

  • Tech Mahindra Limited

  • Endurance Technologies Limited

  • Housing & Urban Development Corporation Limited

  • Acutaas Chemicals Limited

  • Infosys Limited

  • UNO Minda Limited

  • Indus Towers Limited

  • Sterling And Wilson Renewable Energy Limited

  • Bharat Dynamics Limited

  • Aurobindo Pharma Limited

  • Aditya Vision Ltd

  • Siemens Limited

  • Siemens Energy India Limited

  • Net Receivables / (Payables)

  • 364 Days Tbill (MD 15/01/2026)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Insurance

  • Refineries

  • Engineering - Construction

  • Finance - NBFC

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Auto Ancillary

  • Fintech

  • Solvent Extraction

  • Metal - Non Ferrous

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Film Production, Distribution & Entertainment

  • Hospital & Healthcare Services

  • Oil Exploration

  • Steel & Iron Products

  • Construction - Real Estate

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Plastic Products

  • Port

  • Automobiles-Trucks/Lcv

  • Textile

  • Electric Equipment

  • Finance - Housing

  • Defence

  • Retailing

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Fund Manager

  • Education:P.G.D.M, B.E
  • Experience:14
  • Basic Details:MR. Agrawal had experience in investments beginning SBI Capital. From there he moved on to ABN AMRO Asset Management Center. He was the youngest ever in the industry to be given charge of a full fledged research team at SBI Capital.
  • Funds Managed:

  • Cash

  • Equity

  • SOVEREIGN

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About Bharti AXA Equity Fund

Scheme Analysis

Bharti AXA Equity Fund is a Equity - Large & Mid Cap Fund fund and belongs to Bank of India Mutual Fund. and currently has an AUM of ₹418.30 crore. Bharti AXA Equity Fund is benchmarked against NIFTY 50 as primary index.

The NAV of Bharti AXA Equity Fund ended up ₹(%)yesterday to ₹0.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Bharti AXA Equity Fund is managed by Prateek Agrawal .

Fund House Contact

B/204, Tower 1, Peninsula Corporate Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai - 400 013

022 61249000
service@boimf.in
022 61249001