Bharti AXA Equity Fund - Growth - Institutional Plan

This Scheme Bharti AXA Equity Fund - Growth - Institutional Plan is Suspended
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Fund Overview Growth | 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 1.58 6.66 6.42 17.12 19.65 13.74

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

Peer Fund Comparison

Fund Holdings as on 31-May-2025

  • HDFC Bank Limited

  • TREPS

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • ICICI Lombard General Insurance Company Limited

  • PB Fintech Limited

  • Indian Bank

  • Manorama Industries Limited

  • Lloyds Metals And Energy Limited

  • Hero MotoCorp Limited

  • Coforge Limited

  • FSN E-Commerce Ventures Limited

  • Vedanta Limited

  • State Bank of India

  • NTPC Limited

  • Eris Lifesciences Limited

  • Oil India Limited

  • Apollo Hospitals Enterprise Limited

  • Tata Consultancy Services Limited

  • Endurance Technologies Limited

  • Kotak Mahindra Bank Limited

  • General Insurance Corporation of India

  • Oberoi Realty Limited

  • Shriram Finance Limited

  • Jindal Stainless Limited

  • Deepak Nitrite Limited

  • Supreme Industries Limited

  • Indus Towers Limited

  • Tips Music Limited

  • Senco Gold Limited

  • Bayer Cropscience Limited

  • Samvardhana Motherson International Limited

  • Zaggle Prepaid Ocean Services Limited

  • ICICI Bank Limited

  • SBI Life Insurance Company Limited

  • JK Cement Limited

  • Ashok Leyland Limited

  • Bharat Dynamics Limited

  • Swan Energy Limited

  • Housing & Urban Development Corporation Limited

  • Vijaya Diagnostic Centre Limited

  • Ami Organics Limited

  • Dr. Reddy's Laboratories Limited

  • Steel Authority of India Limited

  • UNO Minda Limited

  • Aurobindo Pharma Limited

  • SBI Cards and Payment Services Limited

  • Sterling And Wilson Renewable Energy Limited

  • Aditya Vision Ltd

  • Siemens Limited

  • Adani Ports and Special Economic Zone Limited

  • Siemens Energy India Limited

  • IPCA Laboratories Limited

  • 364 Days Tbill (MD 15/01/2026)

  • Net Receivables / (Payables)

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  • Bank - Private

  • Insurance

  • IT - Software

  • Bank - Public

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Auto Ancillary

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Fintech

  • Solvent Extraction

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Finance - NBFC

  • Steel & Iron Products

  • Oil Exploration

  • Construction - Real Estate

  • Chemicals

  • Plastic Products

  • Telecommunication - Service Provider

  • Film Production, Distribution & Entertainment

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Defence

  • Textile

  • Finance - Housing

  • Retailing

  • Electric Equipment

  • Port

  • Unspecified

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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

  • Sov

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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 ₹398.65 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