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 -11.31 -13.91 -5.05 9.33 8.50 13.04

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

Peer Fund Comparison

Fund Holdings as on 28-February-2026

  • TREPS

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • Kotak Mahindra Bank Limited

  • FSN E-Commerce Ventures Limited

  • ICICI Lombard General Insurance Company Limited

  • State Bank of India

  • Vedanta Limited

  • Tata Consultancy Services Limited

  • Lloyds Metals And Energy Limited

  • Oil India Limited

  • Hero MotoCorp Limited

  • Petronet LNG Limited

  • PB Fintech Limited

  • Aurobindo Pharma Limited

  • Eris Lifesciences Limited

  • Dr. Reddy's Laboratories Limited

  • Indian Bank

  • Infosys Limited

  • Tips Music Limited

  • Abbott India Limited

  • Bank of Maharashtra

  • Jindal Stainless Limited

  • SBI Cards and Payment Services Limited

  • NTPC Limited

  • Apollo Hospitals Enterprise Limited

  • Oberoi Realty Limited

  • Adani Ports and Special Economic Zone Limited

  • Bayer Cropscience Limited

  • Stylam Industries Limited

  • Aditya Vision Ltd

  • ICICI Bank Limited

  • Bharat Dynamics Limited

  • Samvardhana Motherson International Limited

  • Avenue Supermarts Limited

  • Acutaas Chemicals Limited

  • MRF Limited

  • United Spirits Limited

  • Sky Gold And Diamonds Limited

  • Bharti Hexacom Limited

  • Senco Gold Limited

  • Shriram Finance Limited

  • Swan Corp Limited

  • Tech Mahindra Limited

  • Housing & Urban Development Corporation Limited

  • Ashok Leyland Limited

  • Zaggle Prepaid Ocean Services Limited

  • Coforge Limited

  • Godfrey Phillips India Limited

  • 364 Days Tbill (MD 07/01/2027)

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Bank - Public

  • IT - Software

  • Refineries

  • Engineering - Construction

  • e-Commerce

  • Insurance

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Oil Exploration

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Fintech

  • Finance - NBFC

  • Retailing

  • Diamond & Jewellery

  • Film Production, Distribution & Entertainment

  • Steel & Iron Products

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Port

  • Pesticides & Agrochemicals

  • Laminates/Decoratives

  • Defence

  • Auto Ancillary

  • Breweries & Distilleries

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Textile

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Cigarettes/Tobacco

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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 ₹455.73 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 TREPS, 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