Axis Max Life Pension Growth Fund

F00000H6NF
NAV / 1-Day Return
Total Assets
3.0 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

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
3.13
6.92
18.69
0.74
9.19
13.54
15.87
4.50
16.56
19.57
0.64
Category
2.48
8.84
15.57
1.69
8.36
12.73
13.97
2.70
14.36
10.10
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is third
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
—
Percentile Rank
52
90
21
72
42
53
28
11
26
3
—
# of Invest. in Cat.
91
95
95
93
75
90
91
89
87
89
—
Category Name
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 48.73 48.39 –
Fixed Income 49.50 47.94 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.76 2.37 –
Other 0.00 1.34 –
Investment as of Apr 30, 2025 | Category: Balanced Allocation as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 27, 2006
Number of Managers
3
Longest Tenure
19.4 Years
Average Tenure
19.4 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
37 0
Bond Holding
45 0
Other Holding
2 0
Total Holding
84 0
Equity Holdings
37
Bond Holdings
45
Other Holdings
2
Total Holdings
84
% Assets in Top 10 Holdings
43
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 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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INR Indian Rupee
32.36 20.49 — — Financial Services
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3.68 Dec 31, 2019 109,362,390
INR Indian Rupee
1.18 — — — Energy
Eternal Ltd
2.77 Jul 31, 2023 82,180,241
INR Indian Rupee
42.64 — — — Consumer Cyclical
Infosys Ltd
2.70 Dec 31, 2024 80,117,341
INR Indian Rupee
9.14 23.15 Narrow — Technology
TVS Motor Co Ltd
2.34 Apr 30, 2023 69,469,328
INR Indian Rupee
15.04 40.49 — — Consumer Cyclical
Axis Bank Ltd
2.34 Dec 31, 2019 69,442,185
INR Indian Rupee
2.10 — — — Financial Services
Poly Medicure Ltd
1.82 Mar 31, 2024 54,110,628
INR Indian Rupee
22.68 — — — Healthcare
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1.80 Mar 31, 2025 53,473,328
INR Indian Rupee
7.71 — — — Industrials
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1.57 Oct 31, 2023 46,694,024
INR Indian Rupee
-8.36 24.69 Wide — Technology
Holdings as of Apr 30, 2025 | The top 84 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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