Bharti AXA Equity Fund- Regular Plan

Bharti AXA Equity fund is being managed by Gaurav Kapur since March 2011. The fund’s performance has been unconvincing and has been a laggard. If you have invested in this fund, exit now to invest in a better performing fund. If you are a new investor you can safely skip this one.

Where does Bharti AXA Equity fund invest your money?

Bharti AXA Equity fund is a diversified large & mid cap fund which means your money is predominantly invested in large and medium size companies across sectors. The fund invests about 94% in large companies and 5% in medium size companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Yet exposure to mid cap companies is not totally avoided due to prospects of kicker returns.

Suitable for what?
  • Child's Marriage
  • Child's Education
  • Retirement Corpus
  • Buying Home
Not suitable for?
  • Wealth Creation
  • Short term needs
  • Lifestyle needs
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has Bharti AXA Equity Fund- Regular Plan performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Oct 2008 the value of your investments would be around Rs 1.59 lakhs. The performance has been worse than other diversified mutual funds. The fund has been giving at around 15% every year for those who stayed invested for last 3.3 years.

Assume you had invested Rs 10,000 every month in Bharti AXA Equity Fund-Regular Plan through SIP from Nov 2008 today you would have around Rs 4.1 lakhs.

What charges apply?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Bharti AXA Equity Fund- Regular Plan is 3.06%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. Bharti AXA Equity does not qualify for sec 80C ELSS benefits.

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