Axis Max Life Conservative Fund

F00000H6LC
NAV / 1-Day Return
Total Assets
2.3 Bil
Inception Date
Sep 20, 2004
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Conservative 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
5.56
12.42
5.12
4.84
8.03
11.84
5.41
2.76
8.74
10.64
1.60
Category
5.16
10.74
9.53
3.78
7.82
12.03
8.62
2.47
10.23
7.99
N/A
Index
7.42
11.94
8.85
5.28
10.76
14.19
7.07
3.11
9.83
9.88
1.42
Quartile Rank
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is first
—
Percentile Rank
32
11
99
31
66
69
90
31
67
16
—
# of Invest. in Cat.
77
77
78
77
53
68
69
66
61
65
—
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 8.79 0.00 8.79 22.81 0.00
Fixed Income 93.48 0.00 93.48 71.61 98.62
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash -2.27 2.27 0.00 5.51 1.38
Other 0.00 0.00 0.00 0.39 0.00
Investment as of Feb 28, 2025 | Category: Conservative Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 85+15 - ConservativeTR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
3
Longest Tenure
20.5 Years
Average Tenure
20.5 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

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
35 0
Bond Holding
45 0
Other Holding
0 1
Total Holding
80 1
Equity Holdings
35
Bond Holdings
45
Other Holdings
0
Total Holdings
80
% Assets in Top 10 Holdings
70
Reported Turnover %
—
As of —
Women Directors %
20
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
ICICI Bank Ltd
1.16 Apr 30, 2017 26,298,748
INR Indian Rupee
24.19 18.62 — — Financial Services
HDFC Bank Ltd
1.12 Feb 28, 2017 25,497,463
INR Indian Rupee
28.11 — — — Financial Services
Infosys Ltd
0.90 Feb 28, 2017 20,510,618
INR Indian Rupee
10.44 21.69 Narrow — Technology
Reliance Industries Ltd
0.77 Feb 28, 2017 17,586,265
INR Indian Rupee
-11.34 — — — Energy
Mahindra & Mahindra Ltd
0.48 Jul 31, 2023 10,813,473
INR Indian Rupee
48.25 22.88 — — Consumer Cyclical
Bharti Airtel Ltd
0.38 Aug 31, 2021 8,650,232
INR Indian Rupee
43.97 — — — Communication Services
Zomato Ltd
0.34 Nov 30, 2023 7,715,310
INR Indian Rupee
11.34 — — — Consumer Cyclical
PB Fintech Ltd
0.34 May 31, 2023 7,647,310
INR Indian Rupee
41.32 — — — Financial Services
NTPC Ltd
0.33 Jan 31, 2022 7,432,754
INR Indian Rupee
10.09 — — — Utilities
Waaree Energies Ltd
0.32 Oct 31, 2024 7,179,337
INR Indian Rupee
— — — — Technology
Holdings as of Feb 28, 2025 | The top 80 largest holdings are available for display across Equity, Bond and Other.

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INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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