Axis Max Life Pension Maximiser Fund

F00000QKU8
NAV / 1-Day Return
Total Assets
5.5 Bil
Inception Date
Aug 12, 2013
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
3.75
9.04
12.09
2.10
10.39
15.32
12.57
2.74
15.81
15.54
2.15
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
4.61
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
85
85
23
87
10
6
11
33
4
1
—
# 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 50.85 25.96 –
Fixed Income 47.98 66.25 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.17 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
Aug 12, 2013
Number of Managers
3
Longest Tenure
11.8 Years
Average Tenure
11.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Aug 12, 2013 –Present
Naresh Kumar
Aug 12, 2013 –Present
Rohit Tandon
Aug 12, 2013 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
47 0
Bond Holding
48 0
Other Holding
2 0
Total Holding
97 0
Equity Holdings
47
Bond Holdings
48
Other Holdings
2
Total Holdings
97
% Assets in Top 10 Holdings
48
Reported Turnover %
—
As of —
Women Directors %
20
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
ICICI Bank Ltd
5.30 Feb 28, 2019 290,412,063
INR Indian Rupee
24.23 20.04 — — Financial Services
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4.33 Feb 28, 2019 237,182,500
INR Indian Rupee
17.69 — — — Financial Services
Reliance Industries Ltd
3.59 Feb 28, 2019 196,358,434
INR Indian Rupee
-0.17 — — — Energy
Axis Bank Ltd
2.96 Feb 28, 2019 162,012,827
INR Indian Rupee
-1.44 — — — Financial Services
Eternal Ltd
1.79 Sep 30, 2023 97,824,825
INR Indian Rupee
28.66 — — — Consumer Cyclical
Tata Consultancy Services Ltd
1.78 Oct 31, 2023 97,723,294
INR Indian Rupee
-5.96 25.06 Wide — Technology
State Bank of India
1.74 Feb 28, 2022 95,219,431
INR Indian Rupee
-3.76 — — — Financial Services
Bharti Airtel Ltd
1.71 Aug 31, 2021 93,853,184
INR Indian Rupee
40.80 — — — Communication Services
Bajaj Finance Ltd
1.71 Jan 31, 2025 93,668,642
INR Indian Rupee
26.77 — UR — — Financial Services
Mahindra & Mahindra Ltd
1.46 Apr 30, 2022 79,941,964
INR Indian Rupee
11.64 26.53 — — Consumer Cyclical
Holdings as of May 31, 2025 | The top 97 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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