Bharti AXA Stability Plus Money Fund
Returns (as on 20 Aug 2025)
Return Calculator
About Bharti AXA Stability Plus Money Fund
Bharti AXA Stability Plus Money Fund is a Debt Fund launched on 18-09-2017, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹53 Cr, with a Net Asset Value (NAV) of ₹16.47 (as of 20/08/2025).
Over time, Bharti AXA Stability Plus Money Fund has shown stable growth with 7.56% return in the last 1 year, 7.35 % CAGR over 3 years, 5.59 % CAGR over 5 years. For longer horizons, it has delivered 7.24 % CAGR over 7 years, Return Since Inception (RSI) of 6.71%, highlighting its consistent performance track record.
Highlights of Bharti AXA Stability Plus Money Fund
- It is benchmarked against the Crisil Composite Bond, which delivered 6.79% in the same period.
- The fund maintains a strong allocation with Debt holding: 97.68%, ideal for long-term growth.
- Major sector exposure includes Financial holding: 2.32%, offering Balanced diversification.
- Bharti AXA Stability Plus Money Fund has delivered 7.56% returns in the past 1 year, with a 3-year CAGR of 7.35% and a 5-year CAGR of 5.59%.
- Since its launch on 18-09-2017, Bharti AXA Stability Plus Money Fund has achieved a Return Since Inception (RSI) of 6.71%.
- Managed by Bharti AXA, Bharti AXA Stability Plus Money Fund is designed for investors seeking Balanced returns with moderate risk exposure.
More Funds from Bharti AXA
| Fund name | AUM  |
1Y |
|
| Bharti AXA Growth Opportunities Plus Fund |
₹1,021 Cr | 1.55% | Get Details |
| Bharti AXA Life Discontinuance Life Fund | ₹178 Cr | 6.21% | Get Details |
| Bharti AXA Steady Money Fund |
₹71 Cr | 7.02% | Get Details |
| Bharti AXA Save N Grow Money Fund |
₹66 Cr | 3.45% | Get Details |
| Bharti AXA Safe Money Fund |
₹58 Cr | 5.67% | Get Details |
| Bharti AXA Stability Plus Money Fund | ₹53 Cr | 7.56% | Get Details |
| Bharti AXA Growth Opportunities | ₹43 Cr | 0.74% | Get Details |
Top 10 Debt Fund
| Fund name |
Returns
|
||||||||
| Aviva Pension PSU Fund | 2.66% | 30.88% | 32.85% | 14.58% | Get Details | ||||
| Aviva PSU | 2.7% | 30.23% | 32.31% | 14.28% | Get Details | ||||
| Reliance Pension Energy Fund 2 | 23.81% | 28.5% | 16.73% | Get Details | |||||
| Reliance Life Energy Fund 2 | 23.4% | 28.39% | 16.62% | Get Details | |||||
| Reliance Life Energy Fund 1 | 23.69% | 28.35% | 16.57% | Get Details | |||||
| Aviva Infrastructure | 6.86% | 20.56% | 27.07% | 14.07% | Get Details | ||||
| Aviva Pension Infrastructure II | 6.67% | 20.35% | 26.96% | 13.73% | Get Details | ||||
| Reliance Life Midcap Fund 2 | 21.15% | 26.38% | 16.04% | Get Details | |||||
| Reliance Life Midcap Fund 1 | 20.37% | 25.45% | 15.55% | Get Details | |||||
| Reliance Pension Midcap Fund 2 | 20.19% | 25.18% | 15.38% | Get Details | |||||
Sandeep NandaOversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| SBI Life Equity Fund | ₹78,558 Cr | - | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹51,163 Cr | 1.62% | Get Details |
| SBI Life Midcap Fund | ₹42,123 Cr | 0.42% | Get Details |
| HDFC Life Opportunities Fund | ₹36,935 Cr | 1.38% | Get Details |
| SBI Life Bond Pension II | ₹29,338 Cr | 6.33% | Get Details |
| SBI Life Balanced Fund | ₹22,609 Cr | 3.65% | Get Details |
| SBI Life Bond Fund | ₹19,241 Cr | 7.06% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,870 Cr | 2.01% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,589 Cr | - | Get Details |
| Axis Max Life Growth Super Fund | ₹13,106 Cr | 0.12% | Get Details |
| Fund name |
Returns
|
||||||||
| SBI Life Equity Fund | 1.8% | 13.29% | 17.15% | 11.32% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 6.38% | 14.19% | 19.1% | 11.03% | Get Details | ||||
| SBI Life Midcap Fund | 0.42% | 22.1% | 25.27% | Get Details | |||||
| HDFC Life Opportunities Fund | 0.66% | 18.58% | 22.07% | 13.92% | Get Details | ||||
| SBI Life Bond Pension II | 3.91% | 6.87% | 5.27% | 6.69% | Get Details | ||||
| SBI Life Balanced Fund | 4.64% | 9.85% | 11.22% | 9.7% | Get Details | ||||
| SBI Life Bond Fund | 4.64% | 7.18% | 5.51% | 7.03% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 4.13% | 15.64% | 18.88% | 11.08% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 1.14% | 15.27% | 19.04% | 12.65% | Get Details | ||||
| Axis Max Life Growth Super Fund | 3.15% | 14.11% | 17.23% | 12.35% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| Tata AIA Life Top 200 Fund | 5.43% | 22.94% | 30.5% | 18.2% | Get Details | ||||
| HDFC Life Discovery Fund | 3.03% | 21.88% | 29.51% | Get Details | |||||
| Canara HSBC Life Emerging Leaders Equity Fund | 0.77% | 23.22% | 28.32% | Get Details | |||||
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar
++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ
All Data Source: Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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