Axis Max Life High Growth Fund

F00000H6M0
NAV / 1-Day Return
103.59 / -0.97%
Total Assets
76.6 Bil
Inception Date
Feb 26, 2008
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Mid-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
3.70
5.75
35.84
-3.87
6.44
26.95
48.62
-0.82
50.44
36.43
-12.74
Category
7.30
9.59
42.42
-10.54
-3.46
18.64
41.42
3.61
39.61
25.11
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 fourth
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
100
93
100
1
8
15
17
89
1
5
—
# of Invest. in Cat.
17
16
16
16
15
15
19
18
19
24
—
Category Name
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 99.70 0.00 99.70 94.17 100.00
Fixed Income 0.80 0.00 0.80 0.12 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 -0.49 0.49 0.00 6.16 0.00
Other 0.00 0.00 0.00 0.03 0.00
Investment as of Feb 28, 2025 | Category: Mid-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
Feb 26, 2008
Number of Managers
3
Longest Tenure
17.1 Years
Average Tenure
17.1 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Feb 26, 2008 –Present
Naresh Kumar
Feb 26, 2008 –Present
Rohit Tandon
Feb 26, 2008 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
73 0
Bond Holding
1 0
Other Holding
0 1
Total Holding
74 1
Equity Holdings
73
Bond Holdings
1
Other Holdings
0
Total Holdings
74
% Assets in Top 10 Holdings
30
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
8
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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11.34 — — — Consumer Cyclical
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INR Indian Rupee
46.05 — — — Technology
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37.39 — — — Technology
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2.92 Jun 30, 2023 2,239,109,450
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43.71 — — — Financial Services
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2.89 May 31, 2023 2,214,197,527
INR Indian Rupee
83.02 79.37 — — Technology
BSE Ltd
2.89 Feb 28, 2025 2,212,397,135
INR Indian Rupee
94.34 — — — Financial Services
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2.47 Jan 31, 2024 1,889,891,553
INR Indian Rupee
8.33 — — — Financial Services
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2.46 Jan 31, 2025 1,882,287,468
INR Indian Rupee
28.81 — — — Financial Services
Holdings as of Feb 28, 2025 | The top 74 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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