Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
Total Assets
4.3 Bil
Inception Date
May 02, 2008
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

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
3.85
8.46
16.23
3.61
7.46
15.57
12.47
3.50
17.86
20.91
-0.95
Category
2.48
8.84
15.57
1.69
8.36
12.73
13.97
2.70
14.36
10.10
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
19
21
46
21
75
21
74
23
13
2
—
# of Invest. in Cat.
91
95
95
93
75
90
91
89
87
89
—
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 51.36 48.59 –
Fixed Income 47.63 47.70 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.01 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
May 02, 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
May 02, 2008 –Present
Naresh Kumar
May 02, 2008 –Present
Rohit Tandon
May 02, 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
31 0
Bond Holding
38 0
Other Holding
1 0
Total Holding
70 0
Equity Holdings
31
Bond Holdings
38
Other Holdings
1
Total Holdings
70
% Assets in Top 10 Holdings
52
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
8
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
Sector
HDFC Bank Ltd
6.35 Dec 31, 2019 276,204,974
INR Indian Rupee
16.74 — — — Financial Services
ICICI Bank Ltd
5.58 Dec 31, 2019 242,602,348
INR Indian Rupee
24.19 19.84 — — Financial Services
Infosys Ltd
3.33 Dec 31, 2024 144,651,326
INR Indian Rupee
9.93 24.15 Narrow — Technology
Eternal Ltd
3.19 Jul 31, 2023 138,812,239
INR Indian Rupee
25.59 — — — Consumer Cyclical
Reliance Industries Ltd
3.04 Dec 31, 2019 132,304,262
INR Indian Rupee
-1.40 — — — Energy
Hindustan Aeronautics Ltd Ordinary Shares
2.35 Mar 31, 2025 102,033,713
INR Indian Rupee
-7.06 — — — Industrials
Poly Medicure Ltd
1.97 Feb 29, 2024 85,670,957
INR Indian Rupee
4.43 — — — Healthcare
Polycab India Ltd
1.91 Feb 28, 2025 83,059,224
INR Indian Rupee
-16.44 — — — Industrials
Bajaj Finance Ltd
1.74 Apr 30, 2025 75,748,306
INR Indian Rupee
25.67 — UR — — Financial Services
Kotak Mahindra Bank Ltd
1.63 May 31, 2024 71,089,596
INR Indian Rupee
23.00 — — — Financial Services
Holdings as of May 31, 2025 | The top 70 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top