Axis Max Life India Midcap Momentum Index

F00001JWZH
NAV / 1-Day Return
11.86 / 0.83%
Total Assets
8.5 Bil
Inception Date
Jan 30, 2024
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Mid-Cap
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
N/A
N/A
-3.30
Category
7.30
9.59
42.42
-10.54
-3.46
18.64
41.42
3.61
39.61
25.11
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
2.43
Quartile Rank
—
—
—
—
—
—
—
—
—
—
—
Percentile Rank
—
—
—
—
—
—
—
—
—
—
—
# of Invest. in Cat.
17
16
16
16
15
15
19
18
19
24
—
Category Name
—
—
—
—
—
—
—
—
—
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Investment Category Index
Equity 99.50 93.75 –
Fixed Income 0.49 0.10 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 0.01 6.75 –
Other 0.00 0.03 –
Investment as of Apr 30, 2025 | Category: Mid-Cap as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 30, 2024
Number of Managers
2
Longest Tenure
1.4 Years
Average Tenure
1.4 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Kataria
Jan 30, 2024 –Present
Naresh Kumar
Jan 30, 2024 –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
50 0
Bond Holding
1 0
Other Holding
1 0
Total Holding
52 0
Equity Holdings
50
Bond Holdings
1
Other Holdings
1
Total Holdings
52
% Assets in Top 10 Holdings
45
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
5
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
BSE Ltd
6.37 Jun 30, 2024 541,328,952
INR Indian Rupee
229.27 — — — Financial Services
Max Healthcare Institute Ltd Ordinary Shares
4.94 Dec 31, 2024 420,361,309
INR Indian Rupee
38.72 — — — Healthcare
Indian Hotels Co Ltd
4.94 Dec 31, 2024 420,253,704
INR Indian Rupee
34.99 — — — Consumer Cyclical
Dixon Technologies (India) Ltd
4.80 Jun 30, 2024 408,091,860
INR Indian Rupee
55.27 87.72 — — Technology
Persistent Systems Ltd
4.55 Dec 31, 2024 386,532,474
INR Indian Rupee
58.48 — — — Technology
PB Fintech Ltd
4.34 Jan 31, 2024 369,043,869
INR Indian Rupee
45.85 — — — Financial Services
Lupin Ltd
4.28 Jan 31, 2024 364,091,640
INR Indian Rupee
22.92 — — — Healthcare
Coforge Ltd
4.27 Dec 31, 2024 362,832,045
INR Indian Rupee
73.58 — UR — — Technology
The Federal Bank Ltd
3.56 Dec 31, 2024 302,460,208
INR Indian Rupee
25.43 — — — Financial Services
Fortis Healthcare Ltd
3.32 Jan 31, 2024 282,294,408
INR Indian Rupee
70.57 — — — Healthcare
Holdings as of Apr 30, 2025 | The top 52 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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