Axis Max Life Pension Conservative Fund

F00000H6NH
NAV / 1-Day Return
44.93 / 0.16%
Total Assets
60.0 Mil
Inception Date
Jan 27, 2006
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Conservative 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

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
5.45
12.01
6.27
4.95
8.09
11.65
5.29
2.77
9.23
10.39
3.54
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
5.18
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 9.48 25.96 –
Fixed Income 89.17 66.25 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.35 7.69 –
Other 0.00 0.41 –
Investment as of May 31, 2025 | Category: Conservative Allocation as of May 31, 2025 | Source: Holdings-based calculations.

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

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
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
38 0
Bond Holding
31 0
Other Holding
1 0
Total Holding
70 0
Equity Holdings
38
Bond Holdings
31
Other Holdings
1
Total Holdings
70
% Assets in Top 10 Holdings
81
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
11
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
HDFC Bank Ltd
1.22 Feb 28, 2019 729,338
INR Indian Rupee
23.66 — — — Financial Services
ICICI Bank Ltd
1.16 Feb 28, 2019 695,430
INR Indian Rupee
15.62 20.08 — — Financial Services
Reliance Industries Ltd
0.96 Feb 28, 2019 574,044
INR Indian Rupee
-5.09 — — — Energy
Infosys Ltd
0.67 Feb 28, 2019 404,739
INR Indian Rupee
-0.90 23.75 Narrow — Technology
Bharti Airtel Ltd
0.46 Aug 31, 2021 278,430
INR Indian Rupee
34.21 — — — Communication Services
Mahindra & Mahindra Ltd
0.46 Jul 31, 2023 276,842
INR Indian Rupee
14.84 25.64 — — Consumer Cyclical
Axis Bank Ltd
0.39 Feb 28, 2019 236,056
INR Indian Rupee
-9.33 — — — Financial Services
NTPC Ltd
0.35 Jan 31, 2022 210,691
INR Indian Rupee
-7.01 — — — Utilities
Larsen & Toubro Ltd
0.35 Feb 28, 2019 209,481
INR Indian Rupee
-1.28 — — — Industrials
Kotak Mahindra Bank Ltd
0.33 Apr 30, 2025 195,022
INR Indian Rupee
20.50 — — — Financial Services
Holdings as of May 31, 2025 | The top 70 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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