What is a Bharti AXA SIP Plan?
A Systematic Investment Plan (SIP) is a disciplined way of regularly investing a fixed amount in mutual funds or insurance-linked investment products. Bharti AXA provides an online SIP calculator to help investors estimate returns based on variables such as monthly SIP amount, tenure, and expected rate of return. This tool can be used in two ways:
-
To estimate the maturity amount by entering the monthly investment, tenure, and expected returns.
-
To calculate the required monthly investment to achieve a specific financial goal within a set timeframe.
Bharti AXA’s SIP calculator supports investors in choosing between different types of SIPs and mutual fund schemes, enabling easy comparison and planning.
- Insurance Companies
- Mutual Funds
|
Returns |
| Fund Name |
5 Years |
7 Years |
10 Years |
| Max Life |
27.23% |
21.07% |
|
| Tata AIA |
30.99% |
21.69% |
|
| Bajaj Allianz |
24.23% |
12.8% |
|
| HDFC Standard |
25.77% |
14.87% |
|
| Canara HSBC Oriental Bank |
17.51% |
10.29% |
|
| Bharti AXA |
23.03% |
15.02% |
|
| Birla Sun Life |
26.67% |
14.18% |
|
| ICICI Prudential |
22.68% |
13.38% |
|
| LIC |
- |
- |
|
| PNB Metlife |
24% |
16.86% |
|
Fund rating powered by
Last updated: May 2025
| |
Returns |
| Fund Name |
3 Years |
5 Years |
10 Years |
| QUANT |
23.92% |
31.48% |
|
| PARAG PARIKH |
20.69% |
26.41% |
|
| EDELWEISS |
22.34% |
24.29% |
|
| KOTAK |
24.64% |
25.01% |
|
| MIRAE ASSET |
19.74% |
24.32% |
|
| PGIM INDIA |
14.75% |
23.39% |
|
| DSP |
18.41% |
22.33% |
|
| CANARA ROBECO |
20.05% |
21.80% |
|
| SUNDARAM |
18.27% |
18.22% |
|
Bharti AXA ULIP Plans
Bharti AXA’s Unit Linked Insurance Plans (ULIPs) combine insurance protection with investment opportunities. They allow policyholders to invest premiums in various equity and debt funds based on their risk appetite. Some of the prominent ULIP plans include:
-
Bharti AXA Life Wealth Pro
Offers two variants (Growth and Legacy), wealth boosters, multiple investment strategies, and tax benefits.
-
Bharti AXA Life Grow Wealth
A non-participating ULIP plan designed for low-risk wealth growth.
-
Bharti AXA Life Future Invest Plan
Combines investment with added protection features.
-
Bharti AXA Life Guaranteed Wealth Pro
A non-linked plan with flexible payout structures and options for lifelong income with life cover up to 100 years of age.
SIP Calculator
Monthly Investment
₹22.4 L
Top Funds with High Returns (Past 7 Years)
18.4%
High Growth Fund
17.46%
Top 200 Fund
14.57%
Accelerator Mid-Cap Fund II
14.81%
Opportunities Fund
10.58%
Growth Plus Fund
13.35%
Accelerator Fund
14.61%
Growth Opportunities Plus Fund
15.6%
Multiplier
11.48%
Equity Top 250 Fund
13.31%
Future Apex Fund
12.32%
Opportunities Fund
14.24%
Frontline Equity Fund
15.03%
Virtue II
10.88%
Pension Dynamic Equity Fund
11.8%
Equity Fund
10.32%
Blue-Chip Equity Fund
How to Use Bharti AXA SIP Calculator
Bharti AXA’s online SIP calculator is user-friendly and versatile. To estimate your returns, you need to input:
-
Monthly SIP amount you plan to invest.
-
Investment tenure in years.
-
Expected rate of return based on the fund type.
Alternatively, if you have a financial goal amount, you can input that along with tenure and expected returns to find out the monthly SIP required. This tool helps investors compare different schemes and adjust their investments accordingly.
Conclusion
Whether you seek guaranteed income through traditional plans or want to grow wealth with market-linked returns via ULIPs, Bharti AXA provides flexible options with the added advantage of life insurance protection. The availability of online calculators and multiple investment strategies makes it easier for investors to plan systematically and achieve their long-term financial objectives.
