Axis Max Life Pension Conservative Fund

F00000H6NH
NAV / 1-Day Return
44.18 / 0.11%
Total Assets
59.5 Mil
Inception Date
Jan 27, 2006
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Conservative 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

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
5.45
12.01
6.27
4.95
8.09
11.65
5.29
2.77
9.23
10.39
1.81
Category
5.16
10.74
9.53
3.78
7.82
12.03
8.62
2.47
10.23
7.99
N/A
Index
7.42
11.94
8.85
5.28
10.76
14.19
7.07
3.11
9.83
9.88
1.42
Quartile Rank
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is first
—
Percentile Rank
37
20
93
28
64
72
95
30
54
19
—
# of Invest. in Cat.
77
77
78
77
53
68
69
66
61
65
—
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 8.81 22.81 0.00
Fixed Income 87.80 71.61 98.62
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 3.39 5.51 1.38
Other 0.00 0.39 0.00
Investment as of Feb 28, 2025 | Category: Conservative Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 85+15 - ConservativeTR INR 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
Low
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
34 0
Bond Holding
32 0
Other Holding
2 0
Total Holding
68 0
Equity Holdings
34
Bond Holdings
32
Other Holdings
2
Total Holdings
68
% Assets in Top 10 Holdings
75
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
1.17 Feb 28, 2019 693,562
INR Indian Rupee
24.19 18.62 — — Financial Services
HDFC Bank Ltd
1.15 Feb 28, 2019 686,030
INR Indian Rupee
28.11 — — — Financial Services
Infosys Ltd
0.92 Feb 28, 2019 548,502
INR Indian Rupee
10.44 21.69 Narrow — Technology
Reliance Industries Ltd
0.78 Feb 28, 2019 464,439
INR Indian Rupee
-11.34 — — — Energy
Mahindra & Mahindra Ltd
0.48 Jul 31, 2023 286,946
INR Indian Rupee
48.25 22.88 — — Consumer Cyclical
Bharti Airtel Ltd
0.39 Aug 31, 2021 230,819
INR Indian Rupee
43.97 — — — Communication Services
Zomato Ltd
0.34 Nov 30, 2023 204,110
INR Indian Rupee
11.34 — — — Consumer Cyclical
PB Fintech Ltd
0.34 May 31, 2023 201,977
INR Indian Rupee
41.32 — — — Financial Services
Laxmi Dental Ltd
0.34 Jan 31, 2025 201,514
INR Indian Rupee
— — — — Healthcare
Axis Bank Ltd
0.34 Feb 28, 2019 201,079
INR Indian Rupee
5.37 — — — Financial Services
Holdings as of Feb 28, 2025 | The top 68 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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