Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
Total Assets
4.9 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 54.21 0.00 54.21 46.17 –
Fixed Income 47.46 0.00 47.46 49.06 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -1.67 1.67 0.00 2.31 –
Other 0.00 0.00 0.00 2.62 –
Investment as of Mar 31, 2025 | Category: Balanced Allocation as of Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
May 02, 2008
Number of Managers
3
Longest Tenure
17.0 Years
Average Tenure
17.0 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
0 1
Total Holding
69 1
Equity Holdings
31
Bond Holdings
38
Other Holdings
0
Total Holdings
69
% Assets in Top 10 Holdings
51
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 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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10.00 22.42 Narrow — Technology
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21.14 — — — Healthcare
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INR Indian Rupee
10.83 — — — Consumer Cyclical
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1.74 Mar 31, 2025 85,692,032
INR Indian Rupee
14.87 — — — Industrials
Holdings as of Mar 31, 2025 | The top 69 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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