Axis Max Life Pension Growth Super Fund

F00000H6MW
NAV / 1-Day Return
56.74 / -0.32%
Total Assets
2.6 Bil
Inception Date
Nov 15, 2007
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Large-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
1.57
4.38
30.68
-0.19
10.98
16.93
31.47
5.16
25.50
28.79
-7.39
Category
0.35
4.72
30.31
-2.08
8.36
16.57
24.86
5.40
22.42
11.40
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
33
52
43
37
20
41
1
48
15
1
—
# of Invest. in Cat.
168
166
164
163
159
83
102
99
95
103
—
Category Name
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 90.07 0.00 90.07 96.15 100.00
Fixed Income 9.92 0.00 9.92 0.06 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 0.00 0.01 0.02 2.52 0.00
Other 0.00 0.00 0.00 1.48 0.00
Investment as of Feb 28, 2025 | Category: Large-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
Nov 15, 2007
Number of Managers
3
Longest Tenure
17.3 Years
Average Tenure
17.3 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Nov 15, 2007 –Present
Naresh Kumar
Nov 15, 2007 –Present
Rohit Tandon
Nov 15, 2007 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
27 0
Bond Holding
1 0
Other Holding
6 0
Total Holding
34 0
Equity Holdings
27
Bond Holdings
1
Other Holdings
6
Total Holdings
34
% Assets in Top 10 Holdings
64
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
11
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
ICICI Bank Ltd
9.03 Dec 31, 2019 234,387,698
INR Indian Rupee
24.26 18.62 — — Financial Services
Infosys Ltd
7.30 Dec 31, 2024 189,434,199
INR Indian Rupee
11.37 21.69 Narrow — Technology
HDFC Bank Ltd
6.72 Jul 31, 2023 174,459,610
INR Indian Rupee
28.05 — — — Financial Services
Mahindra & Mahindra Ltd
6.55 Jul 31, 2023 170,027,197
INR Indian Rupee
46.41 22.88 — — Consumer Cyclical
Reliance Industries Ltd
6.06 Dec 31, 2019 157,280,306
INR Indian Rupee
-14.04 — — — Energy
Sun Pharmaceuticals Industries Ltd
5.57 Jun 30, 2023 144,647,981
INR Indian Rupee
11.04 — — — Healthcare
Kotak Mahindra Bank Ltd
5.01 May 31, 2024 130,024,768
INR Indian Rupee
20.00 — — — Financial Services
Trent Ltd
4.09 Jul 31, 2024 106,142,211
INR Indian Rupee
37.09 — — — Consumer Cyclical
TVS Motor Co Ltd
3.62 Apr 30, 2023 94,062,983
INR Indian Rupee
17.18 35.84 — — Consumer Cyclical
Polycab India Ltd
2.53 Feb 28, 2025 65,629,382
INR Indian Rupee
3.31 — — — Industrials
Holdings as of Feb 28, 2025 | The top 34 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