Axis Max Life Pension Growth Fund

F00000H6NF
NAV / 1-Day Return
72.06 / -0.20%
Total Assets
2.9 Bil
Inception Date
Jan 27, 2006
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

Returns

Asset Allocation

Asset Class Investment Category Index
Equity 50.10 48.59
Fixed Income 48.92 47.70
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 0.98 2.35
Other 0.00 1.41

Stock Style

People

Inception Date
Jan 27, 2006
Number of Managers
3
Longest Tenure
19.5 Years
Average Tenure
19.5 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Jan 27, 2006 –Present
Jan 27, 2006 –Present
Jan 27, 2006 –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
36 0
Bond Holding
45 0
Other Holding
1 0
Total Holding
82 0
Equity Holdings
36
Bond Holdings
45
Other Holdings
1
Total Holdings
82
% Assets in Top 10 Holdings
46
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
9
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
5.42 Dec 31, 2019 156,720,042
INR Indian Rupee
23.66 Financial Services
4.52 Dec 31, 2019 130,694,537
INR Indian Rupee
15.62 20.12 Financial Services
3.83 Dec 31, 2019 110,600,014
INR Indian Rupee
-5.09 Energy
2.91 Jul 31, 2023 84,226,618
INR Indian Rupee
21.22 Consumer Cyclical
2.89 Dec 31, 2024 83,460,682
INR Indian Rupee
-0.90 24.04 Narrow Technology
2.50 Apr 30, 2023 72,298,019
INR Indian Rupee
11.59 41.67 Consumer Cyclical
2.42 Dec 31, 2019 69,864,112
INR Indian Rupee
-9.33 Financial Services
2.05 Mar 31, 2025 59,266,402
INR Indian Rupee
-11.58 Industrials
1.64 Mar 31, 2024 47,480,289
INR Indian Rupee
3.33 Healthcare
1.62 Oct 31, 2023 46,825,168
INR Indian Rupee
-13.55 24.69 Wide Technology
Holdings as of May 31, 2025 | The top 82 largest holdings are available for display across Equity, Bond and Other.

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