Axis Max Life Pension Preserver Fund

F00000QKU9
NAV / 1-Day Return
26.70 / 0.30%
Total Assets
1.0 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
4.52
12.00
5.56
3.02
9.66
12.28
5.57
2.25
9.27
10.38
3.83
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
5.09
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
—
Percentile Rank
73
21
95
73
31
57
84
51
50
21
—
# 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 14.81 25.51 –
Fixed Income 83.39 69.73 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.81 4.64 –
Other 0.00 0.40 –
Investment as of Apr 30, 2025 | Category: Conservative Allocation as of Apr 30, 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
Below Avg.
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
39 0
Bond Holding
44 0
Other Holding
1 0
Total Holding
84 0
Equity Holdings
39
Bond Holdings
44
Other Holdings
1
Total Holdings
84
% Assets in Top 10 Holdings
55
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
9
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
Axis Bank Ltd
1.96 Jan 31, 2020 20,136,705
INR Indian Rupee
-2.11 — — — Financial Services
ICICI Bank Ltd
1.37 Mar 31, 2019 14,041,680
INR Indian Rupee
32.12 20.45 — — Financial Services
Reliance Industries Ltd
1.09 Mar 31, 2019 11,254,050
INR Indian Rupee
1.18 — — — Energy
HDFC Bank Ltd
0.98 Mar 31, 2019 10,075,450
INR Indian Rupee
26.86 — — — Financial Services
NTPC Ltd
0.55 Jul 31, 2023 5,688,046
INR Indian Rupee
-1.19 — — — Utilities
Bharti Airtel Ltd
0.55 Aug 31, 2021 5,681,132
INR Indian Rupee
37.03 — — — Communication Services
Eternal Ltd
0.52 Sep 30, 2023 5,297,271
INR Indian Rupee
39.62 — — — Consumer Cyclical
Mahindra & Mahindra Ltd
0.50 Apr 30, 2022 5,189,834
INR Indian Rupee
15.84 25.38 — — Consumer Cyclical
ITC Ltd
0.50 May 31, 2022 5,147,070
INR Indian Rupee
9.78 — — — Consumer Defensive
Tata Consultancy Services Ltd
0.50 Oct 31, 2023 5,121,837
INR Indian Rupee
-8.36 24.57 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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