Axis Max Life Pension Growth Fund

F00000H6NF
NAV / 1-Day Return
69.03 / -0.09%
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
Credit Quality / Interest Rate Sensitivity
High/Extensive
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

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 45.41 0.00 45.41 48.30 –
Fixed Income 57.80 0.00 57.80 48.08 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -3.21 4.08 0.87 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
Jan 27, 2006
Number of Managers
3
Longest Tenure
19.2 Years
Average Tenure
19.2 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Jan 27, 2006 –Present
Naresh Kumar
Jan 27, 2006 –Present
Rohit Tandon
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
30 0
Bond Holding
44 0
Other Holding
2 1
Total Holding
76 1
Equity Holdings
30
Bond Holdings
44
Other Holdings
2
Total Holdings
76
% Assets in Top 10 Holdings
53
Reported Turnover %
—
As of —
Women Directors %
19
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
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20.00 — — — Financial Services
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2.03 Dec 31, 2019 59,512,246
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5.37 — — — Financial Services
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37.09 — — — Consumer Cyclical
Holdings as of Feb 28, 2025 | The top 76 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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