Axis Max Life Growth Super Fund

F00000H4RQ
NAV / 1-Day Return
77.70 / -0.78%
Total Assets
123.7 Bil
Inception Date
May 21, 2007
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Large-Cap
Investment Style
Large Growth
Minimum Initial Investment
—
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
-0.57
3.70
31.98
2.38
10.90
16.82
24.17
3.27
21.47
16.34
-2.78
Category
0.35
4.72
30.31
-2.08
8.36
16.57
24.86
5.40
22.42
11.40
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
-4.98
Quartile Rank
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is first
—
Percentile Rank
57
63
32
12
23
43
57
89
52
4
—
# of Invest. in Cat.
168
166
164
163
159
83
102
99
95
103
—
Category Name
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 99.62 0.00 99.62 96.15 100.00
Fixed Income 1.21 0.00 1.21 0.06 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash -0.82 0.82 0.00 2.52 0.00
Other 0.00 0.00 0.00 1.48 0.00
Investment as of Feb 28, 2025 | Category: Large-Cap as of Feb 28, 2025 | Index: Morningstar India GR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
May 21, 2007
Number of Managers
3
Longest Tenure
17.8 Years
Average Tenure
17.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
May 21, 2007 –Present
Naresh Kumar
May 21, 2007 –Present
Rohit Tandon
May 21, 2007 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
40 0
Bond Holding
2 0
Other Holding
6 1
Total Holding
48 1
Equity Holdings
40
Bond Holdings
2
Other Holdings
6
Total Holdings
48
% Assets in Top 10 Holdings
56
Reported Turnover %
—
As of —
Women Directors %
19
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
Sector
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INR Indian Rupee
24.26 18.62 — — Financial Services
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8.18 Dec 31, 2011 10,124,373,628
INR Indian Rupee
-14.04 — — — Energy
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8.05 Dec 31, 2011 9,961,477,105
INR Indian Rupee
11.37 21.69 Narrow — Technology
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8.04 Dec 31, 2011 9,952,677,845
INR Indian Rupee
28.05 — — — Financial Services
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4.62 May 31, 2019 5,712,616,849
INR Indian Rupee
41.47 — — — Communication Services
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3.95 Apr 30, 2024 4,892,948,025
INR Indian Rupee
46.41 22.88 — — Consumer Cyclical
Bajaj Finance Ltd
3.90 Jan 31, 2025 4,831,195,117
INR Indian Rupee
28.81 — — — Financial Services
Kotak Mahindra Bank Ltd
3.62 Jan 31, 2025 4,484,446,299
INR Indian Rupee
20.00 — — — Financial Services
Larsen & Toubro Ltd
3.49 Dec 31, 2011 4,316,522,815
INR Indian Rupee
-4.77 — — — Industrials
Sun Pharmaceuticals Industries Ltd
3.46 Nov 30, 2020 4,275,696,684
INR Indian Rupee
11.04 — — — Healthcare
Holdings as of Feb 28, 2025 | The top 48 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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