Axis Max Life Growth Fund

F00000H4RL
NAV / 1-Day Return
106.09 / -0.37%
Total Assets
77.4 Bil
Inception Date
Sep 20, 2004
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Extensive
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

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

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.44
6.52
18.27
1.76
8.08
14.44
14.41
3.04
14.19
14.28
-0.54
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
-1.13
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
—
Percentile Rank
39
69
77
38
62
52
88
64
98
12
—
# 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 48.33 0.00 48.33 72.02 0.00
Fixed Income 51.43 0.00 51.43 22.89 98.62
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.17 0.00
Cash 0.24 0.00 0.24 4.96 1.38
Other 0.00 0.00 0.00 0.40 0.00
Investment as of Feb 28, 2025 | Category: Aggressive Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 35+65 - Agg TR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
4
Longest Tenure
20.5 Years
Average Tenure
15.9 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Sep 20, 2004 –Present
Naresh Kumar
Sep 20, 2004 –Present
Rohit Tandon
Sep 20, 2004 –Present
Full Management Team

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Low
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
51 0
Bond Holding
165 0
Other Holding
8 0
Total Holding
224 0
Equity Holdings
51
Bond Holdings
165
Other Holdings
8
Total Holdings
224
% Assets in Top 10 Holdings
38
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of Feb 28, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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