Use this simple calculator to find out how Liq-uity can be more effective than your traditional
Liquid / Treasury Advantage Funds.


Fill in the required details to find how Liq-uity by Bharti AXA Investment Managers can be a powerful tool
Amount invested in Liquid / Treasury Adv under Liq-uity facility
Expected annual return from Liquid / Treasury Adv
Expected annual return from Equity Fund
No of months invested in Liquid Fund under Liq-uity facility
No of months Equity portion remains invested
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To know complete details about "Liq-uity"

The above calculator has been developed only to explain the concept of "liq-uity". It is not intended to communicate or indicate any returns from investment in the schemes. Investor is free to choose / input return of his choice to understand the concept.

Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the Scheme's objectives will be achieved and the NAV of the Plans under the Scheme(s) may go up or down depending upon the factors and forces affecting the securities market. Past performance of the Sponsors and their affiliates / AMC / Mutual Fund and its Scheme(s) do not indicate the future performance of the Scheme(s) of the Mutual Fund. Investors in the Scheme(s) are not being offered any guaranteed / assured returns.
The NAV of the units of the Plan issued under the Scheme(s) may be affected, interalia by changes in the interest rates, trading volumes, settlement periods, transfer procedures, and performance of individual securities. The name of schemes as mentioned below are only the names and do not in any manner indicate quality of future aspects. Bharti AXA Liquid Fund, an open – ended liquid Scheme, Investment Objective: The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments. The Scheme is not providing any assured or guaranteed returns. Further, there is also no assurance that the investment objective of the Scheme will be achieved. Bharti AXA Treasury Advantage Fund, an open – ended income scheme, Investment Objective: The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of debt and money market instruments. The Scheme is not providing any assured or guaranteed returns. Further, there is also no assurance that the investment objective of the Scheme will be achieved. Bharti AXA Equity Fund, an open-ended Equity Growth fund, Investment 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. There can be no assurance that the investment objectives of the Scheme will be realized.
Bharti AXA Focused Infrastructure Fund is an open-ended equity scheme. Investment Objective: The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in infrastructure and infrastructure related sectors.Copies of the Scheme Information Documents / Statement of Additional Information / Key Information Memoranda (“Documents”) can be obtained at any of our Investor Service Centers or AMC Website www.bhartiaxa-im.com. Mutual Funds Investments are subject to market risks. Investors are requested to read the Documents / Addenda carefully before investing.
Statutory Details: Bharti AXA Mutual Fund has been set up as a Trust (under the Indian Trust Act, 1882) by AXA Investment Managers, Sponsor of the Fund. Bharti AXA Trustee Services Private Limited, a limited liability company is the Trustee to the Mutual Fund and Bharti AXA Investment Managers Private Limited, a limited liability company, is the Investment Manager. The Sponsor is not responsible for any loss resulting from the operations of the schemes beyond the contribution of an amount of Rs.1 lakh made by it towards setting up the Mutual Fund.