Bharti AXA Equity Fund - IDCW - Institutional Plan

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Fund Overview IDCW | 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 N/A N/A N/A N/A N/A N/A

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

Peer Fund Comparison

Fund Holdings as on 31-January-2026

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Vedanta Limited

  • Larsen & Toubro Limited

  • Net Receivables / (Payables)

  • State Bank of India

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • FSN E-Commerce Ventures Limited

  • ICICI Lombard General Insurance Company Limited

  • Oil India Limited

  • PB Fintech Limited

  • Infosys Limited

  • Lloyds Metals And Energy Limited

  • Hero MotoCorp Limited

  • Indian Bank

  • Aurobindo Pharma Limited

  • Eris Lifesciences Limited

  • Dr. Reddy's Laboratories Limited

  • Petronet LNG Limited

  • Jindal Stainless Limited

  • Tips Music Limited

  • SBI Cards and Payment Services Limited

  • Samvardhana Motherson International Limited

  • Oberoi Realty Limited

  • Apollo Hospitals Enterprise Limited

  • Bharat Dynamics Limited

  • Stylam Industries Limited

  • Adani Ports and Special Economic Zone Limited

  • Aditya Vision Ltd

  • Bayer Cropscience Limited

  • Bank of Maharashtra

  • Acutaas Chemicals Limited

  • Shriram Finance Limited

  • Ashok Leyland Limited

  • ICICI Bank Limited

  • Swan Corp Limited

  • Tech Mahindra Limited

  • United Spirits Limited

  • MRF Limited

  • Bharti Hexacom Limited

  • Senco Gold Limited

  • NTPC Limited

  • Housing & Urban Development Corporation Limited

  • Sky Gold And Diamonds Limited

  • Abbott India Limited

  • Zaggle Prepaid Ocean Services Limited

  • Coforge Limited

  • Godfrey Phillips India Limited

  • 364 Days Tbill (MD 07/01/2027)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Public

  • Refineries

  • Metal - Non Ferrous

  • Engineering - Construction

  • Miscellaneous

  • e-Commerce

  • Insurance

  • Oil Exploration

  • Fintech

  • Finance - NBFC

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Steel & Iron Products

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Diamond & Jewellery

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Defence

  • Laminates/Decoratives

  • Retailing

  • Port

  • Pesticides & Agrochemicals

  • Automobiles-Trucks/Lcv

  • Textile

  • Breweries & Distilleries

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • 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:

Most Recent Dividend

  • 28/09/2010

  • 30/04/2010

  • 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 ₹445.91 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 Reliance Industries 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