Axis Max Life Sustainable Equity Fund

F00001DZHI
NAV / 1-Day Return
17.37 / -0.67%
Total Assets
5.6 Bil
Inception Date
May 25, 2022
Expense Ratio
Fee Level
Load
None
Category
India Insurance Equity - ESG
Investment Style
Large Growth
Minimum Initial Investment
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

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
-0.21
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
2.61
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 Allocation

Asset Class Net Short Long Cat. Index
Equity 98.95 0.00 98.95 95.20
Fixed Income 0.36 0.00 0.36 0.19
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash 0.69 0.01 0.70 4.00
Other 0.00 0.00 0.00 0.99

Stock Style

People

Inception Date
May 25, 2022
Number of Managers
2
Longest Tenure
2.5 Years
Average Tenure
2.5 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Jan 31, 2023 –Present
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
63 0
Bond Holding
2 0
Other Holding
4 0
Total Holding
69 0
Equity Holdings
63
Bond Holdings
2
Other Holdings
4
Total Holdings
69
% Assets in Top 10 Holdings
40
Reported Turnover %
As of —
Women Directors %
21
Women Executives %
12
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
6.52 May 31, 2022 365,290,045
INR Indian Rupee
24.12 20.58 Financial Services
6.25 May 31, 2022 350,328,550
INR Indian Rupee
25.79 Financial Services
5.95 May 31, 2022 333,304,218
INR Indian Rupee
26.41 Communication Services
3.30 Jul 31, 2023 185,113,150
INR Indian Rupee
36.81 Consumer Cyclical
3.12 May 31, 2022 174,638,520
INR Indian Rupee
30.50 Financial Services
3.04 May 31, 2022 170,594,210
INR Indian Rupee
-7.72 Energy
2.91 Aug 31, 2023 162,864,667
INR Indian Rupee
-2.88 Technology
2.64 Jun 30, 2023 147,833,436
INR Indian Rupee
9.97 Financial Services
2.56 May 31, 2022 143,285,256
INR Indian Rupee
-26.93 22.47 Wide Technology
2.12 Sep 30, 2023 118,825,818
INR Indian Rupee
6.03 43.48 Basic Materials
Holdings as of Jun 30, 2025 | The top 69 largest holdings are available for display across Equity, Bond and Other.

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top