Axis Max Life Insurance Sustainable Equity Fund

NAV / 1-Day Return

17.43 / 1.14%

Total Assets

5.0 Bil

Inception Date

May 25, 2022

Expense Ratio

—

Fee Level

—

Load

None

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	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	32.20	20.69	0.12
Category	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	15.89	N/A
Index	3.64	1.26	32.81	3.01	7.78	27.36	26.92	-1.73	21.81	14.61	4.45
Quartile Rank	—	—	—	—	—	—	—	—	—	Quartile Rank is first	—
Percentile Rank	—	—	—	—	—	—	—	—	—	1	—
# of Invest. in Cat.	—	—	—	—	—	—	—	—	—	2	—
Category Name	—	—	—	—	—	—	—	IN076 India Insurance Equity - ESG	IN076 India Insurance Equity - ESG	IN076 India Insurance Equity - ESG	IN076 India Insurance Equity - ESG

Asset Class	Net	Long	Cat.	Index
Equity	96.03	96.03	95.14	–
Fixed Income	3.96	3.96	0.16	–
Preferred	0.00	0.00	0.00	–
Convertible	0.00	0.00	0.00	–
Cash	0.01	0.02	4.05	–
Other	0.00	0.00	1.00	–

Stock Style

People

Inception Date

May 25, 2022

Number of Managers

Longest Tenure

2.4 Years

Average Tenure

2.4 Years

Advisor(s)

Axis Max Life Insurance Limited

Management Team

Saurabh Kataria

Jan 31, 2023 –Present

Naresh Kumar

Jan 31, 2023 –Present

Manager Timeline

Male
Female
Non-Binary
Not Disclosed
Not Available

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

Portfolio Holdings	# Long	# Short
Equity Holding	57	0
Bond Holding	1	0
Other Holding	2	0
Total Holding	60	0

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

Women Executives %

Holdings	% Portfolio Weight	First Bought	Market Value as of Apr 30, 2025	Cur Currency	Share Change %	1-Year Return	Forward P/E	Economic Moat	ESG Risk Rating Assessment	Sector
HDFC Bank Ltd	6.67	May 31, 2022	336,938,525	INR Indian Rupee	0.00	26.86	—	—	—	Financial Services
ICICI Bank Ltd	6.17	May 31, 2022	311,495,549	INR Indian Rupee	20.46 % Decrease	32.36	20.49	—	—	Financial Services
Bharti Airtel Ltd	6.12	May 31, 2022	309,238,512	INR Indian Rupee	37.01 % Increase	37.03	—	—	—	Communication Services
Reliance Industries Ltd	3.16	May 31, 2022	159,726,020	INR Indian Rupee	0.00	1.18	—	—	—	Energy
Bajaj Finance Ltd	2.81	May 31, 2022	141,683,510	INR Indian Rupee	0.00	36.71	—	—	—	Financial Services
Shriram Finance Ltd	2.53	Jun 30, 2023	127,933,385	INR Indian Rupee	0.00	41.05	—	—	—	Financial Services
Godrej Consumer Products Ltd	2.53	Dec 31, 2023	127,660,919	INR Indian Rupee	444.13 % Increase	-12.28	—	—	—	Consumer Defensive
UltraTech Cement Ltd	2.27	Sep 30, 2023	114,384,466	INR Indian Rupee	0.00	12.44	36.23	—	—	Basic Materials
Sun Pharmaceuticals Industries Ltd	2.20	May 31, 2022	111,138,156	INR Indian Rupee	62.56 % Increase	15.07	—	—	—	Healthcare
Tech Mahindra Ltd	1.95	Aug 31, 2023	98,449,506	INR Indian Rupee	0.00	22.48	—	—	—	Technology

Holdings	% Portfolio Weight	Market Value as of Apr 30, 2025	Cur Currency	Share Change %	Maturity Date	Coupon Rate	Sector
7.23% Govt Stock 2039	3.96	199,957,267	INR Indian Rupee	100.00 % Increase	Apr 15, 2039	7.23	Government
7.3% Govt Stock 2053	—	0	—	100.00 % Decrease	—	—	—

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
ICICI Pru Nifty Bank ETF	7.04	355,700,800	INR Indian Rupee	—	14.23			31.07 Bil	India Fund Sector - Financial Services
Net Current Asset	0.01	679,989	—	—	—	—	—	—	—

Holdings as of Apr 30, 2025 | The top 60 largest holdings are available for display across Equity, Bond and Other.

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Management Team

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Morningstar Risk & Return

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