Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
52.42 / -0.09%
Total Assets
5.2 Bil
Inception Date
May 02, 2008
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

Asset Class Net Short Long Cat. Index
Equity 46.67 0.00 46.67 48.30 –
Fixed Income 56.60 0.00 56.60 48.08 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -3.27 3.60 0.33 2.38 –
Other 0.00 0.00 0.00 1.37 –
Investment as of Feb 28, 2025 | Category: Balanced Allocation as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
May 02, 2008
Number of Managers
3
Longest Tenure
16.8 Years
Average Tenure
16.8 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


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ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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