Axis Max Life Pension Growth Super Fund

F00000H6MW
NAV / 1-Day Return
60.70 / 1.24%
Total Assets
2.7 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

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
1.57
4.38
30.68
-0.19
10.98
16.93
31.47
5.16
25.50
28.79
-0.94
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
3.42
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 94.94 0.00 94.94 96.05 –
Fixed Income 5.05 0.00 5.05 0.03 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash 0.00 0.02 0.02 2.92 –
Other 0.00 0.00 0.00 1.41 –
Investment as of Apr 30, 2025 | Category: Large-Cap as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Nov 15, 2007
Number of Managers
3
Longest Tenure
17.6 Years
Average Tenure
17.6 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
33 0
Bond Holding
1 0
Other Holding
6 0
Total Holding
40 0
Equity Holdings
33
Bond Holdings
1
Other Holdings
6
Total Holdings
40
% Assets in Top 10 Holdings
56
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 2025
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Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of Apr 30, 2025 | The top 40 largest holdings are available for display across Equity, Bond and Other.

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