Future Generali Life - Future Maximise Fund

F00000H38V
NAV / 1-Day Return
57.00 / 0.19%
Total Assets
804.6 Mil
Inception Date
Jul 14, 2008
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
Status
Open
TTM Yield
0.00%
Turnover
0.00%

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-3.65
7.26
22.59
-1.64
9.26
16.12
22.94
7.66
20.40
9.16
8.94
Category
1.46
7.20
21.56
0.28
8.36
14.78
20.19
3.67
18.98
11.25
N/A
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
6.23
Quartile Rank
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is third
Percentile Rank
98
48
39
74
50
42
34
4
28
67
# of Invest. in Cat.
66
65
66
65
63
51
51
51
45
55
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 84.82 0.00 84.82 73.20
Fixed Income 14.16 0.00 14.16 21.10
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.10
Cash 1.02 0.00 1.03 5.38
Other 0.00 0.00 0.00 0.37

Stock Style

People

Inception Date
Jul 14, 2008
Number of Managers
3
Longest Tenure
7.3 Years
Average Tenure
7.1 Years
Advisor(s)
Future Generali India Life Insurance Company Limited

Management Team

Apr 18, 2018 –Present
Apr 18, 2018 –Present
Oct 01, 2018 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
52 0
Bond Holding
8 0
Other Holding
7 0
Total Holding
67 0
Equity Holdings
52
Bond Holdings
8
Other Holdings
7
Total Holdings
67
% Assets in Top 10 Holdings
40
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
6.19 Feb 28, 2021 49,770,875
INR Indian Rupee
23.73 Financial Services
6.11 Feb 28, 2021 49,167,975
INR Indian Rupee
-3.64 Energy
5.03 Feb 28, 2021 40,489,698
INR Indian Rupee
17.57 20.37 Financial Services
4.39 Feb 28, 2021 35,304,854
INR Indian Rupee
1.21 24.45 Narrow Technology
2.88 Feb 28, 2021 23,187,099
INR Indian Rupee
-3.24 Financial Services
2.34 Feb 28, 2021 18,841,500
INR Indian Rupee
-9.32 Financial Services
2.09 Feb 28, 2021 16,802,250
INR Indian Rupee
-11.54 24.88 Wide Technology
2.07 Jan 31, 2024 16,690,029
INR Indian Rupee
-40.87 Momentum Financial Services
2.01 Jul 31, 2022 16,139,422
INR Indian Rupee
1.58 Industrials
1.83 Jan 31, 2024 14,717,220
INR Indian Rupee
11.64 26.32 Consumer Cyclical
Holdings as of Apr 30, 2025 | The top 67 largest holdings are available for display across Equity, Bond and Other.

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