Axis Max Life Balanced Fund

F00000H4RT
NAV / 1-Day Return
Total Assets
25.8 Bil
Inception Date
Sep 20, 2004
Expense Ratio
Fee Level
Load
None
Category
India Insurance Balanced Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Extensive
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

Returns

Asset Allocation

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
48 0
Bond Holding
91 0
Other Holding
1 0
Total Holding
140 0
Equity Holdings
48
Bond Holdings
91
Other Holdings
1
Total Holdings
140
% Assets in Top 10 Holdings
42
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
12
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
3.48 Dec 31, 2011 898,988,099
INR Indian Rupee
27.92 Financial Services
3.35 Apr 30, 2017 864,648,314
INR Indian Rupee
24.91 17.42 Financial Services
2.57 Jun 30, 2015 663,268,767
INR Indian Rupee
-3.89 Energy
1.86 Dec 31, 2011 481,946,099
INR Indian Rupee
9.05 21.46 Narrow Technology
1.54 May 31, 2019 397,217,277
INR Indian Rupee
41.61 Communication Services
1.19 Jul 31, 2023 308,115,830
INR Indian Rupee
36.80 24.45 Consumer Cyclical
1.18 Feb 28, 2017 305,876,588
INR Indian Rupee
-6.27 Industrials
1.12 Jan 31, 2025 288,298,450
INR Indian Rupee
36.09 Financial Services
1.03 Jun 30, 2020 265,793,322
INR Indian Rupee
-2.89 9.61 Financial Services
0.98 May 31, 2024 252,874,221
INR Indian Rupee
25.11 Financial Services
Holdings as of Mar 31, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.

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