Axis Max Life Balanced Fund

F00000H4RT
NAV / 1-Day Return
78.33 / -0.03%
Total Assets
25.9 Bil
Inception Date
Sep 20, 2004
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Balanced Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
High/Extensive
Status
Open
TTM Yield
0.00%
Turnover
0.00%

Growth of 10,000

Returns

Asset Allocation

Asset Class Investment Category Index
Equity 31.97 48.59 –
Fixed Income 66.28 47.70 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.75 2.35 –
Other 0.00 1.41 –
Investment as of May 31, 2025 | Category: Balanced Allocation as of May 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
4
Longest Tenure
20.8 Years
Average Tenure
16.3 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
Below Avg.
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
55 0
Bond Holding
90 0
Other Holding
2 0
Total Holding
147 0
Equity Holdings
55
Bond Holdings
90
Other Holdings
2
Total Holdings
147
% Assets in Top 10 Holdings
42
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of May 31, 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 May 31, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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