Axis Max Life Conservative Fund

F00000H6LC
NAV / 1-Day Return
58.62 / 0.12%
Total Assets
2.4 Bil
Inception Date
Sep 20, 2004
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Conservative 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

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

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
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
4.84
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
5.09
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 Investment Category Index
Equity 9.22 25.51 –
Fixed Income 89.39 69.73 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.39 4.64 –
Other 0.00 0.40 –
Investment as of Apr 30, 2025 | Category: Conservative Allocation as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
3
Longest Tenure
20.8 Years
Average Tenure
20.8 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
38 0
Bond Holding
45 0
Other Holding
1 0
Total Holding
84 0
Equity Holdings
38
Bond Holdings
45
Other Holdings
1
Total Holdings
84
% Assets in Top 10 Holdings
72
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 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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25.63 — — — Financial Services
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1.14 Apr 30, 2017 26,928,917
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32.12 20.45 — — Financial Services
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0.94 Feb 28, 2017 22,293,135
INR Indian Rupee
1.88 — — — Energy
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0.65 Feb 28, 2017 15,256,017
INR Indian Rupee
11.69 23.04 Narrow — Technology
Bharti Airtel Ltd
0.47 Aug 31, 2021 11,011,737
INR Indian Rupee
40.35 — — — Communication Services
Mahindra & Mahindra Ltd
0.46 Jul 31, 2023 10,760,411
INR Indian Rupee
11.74 25.38 — — Consumer Cyclical
NTPC Ltd
0.36 Jan 31, 2022 8,461,336
INR Indian Rupee
-1.19 — — — Utilities
Kotak Mahindra Bank Ltd
0.35 Apr 30, 2025 8,192,051
INR Indian Rupee
18.85 — — — Financial Services
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0.32 Feb 28, 2017 7,550,660
INR Indian Rupee
8.67 — — — Industrials
Sun Pharmaceuticals Industries Ltd
0.31 Nov 30, 2020 7,279,728
INR Indian Rupee
14.21 — — — Healthcare
Holdings as of Apr 30, 2025 | The top 84 largest holdings are available for display across Equity, Bond and Other.

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ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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