Axis Max Life India Midcap Momentum Index

F00001JWZH
NAV / 1-Day Return
Total Assets
7.6 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

Returns

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
-10.48
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
N/A
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 98.36 93.98 100.00
Fixed Income 1.02 0.05 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 0.62 6.59 0.00
Other 0.00 0.03 0.00
Investment as of Mar 31, 2025 | Category: Mid-Cap as of Mar 31, 2025 | Index: Morningstar India GR INR as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 30, 2024
Number of Managers
2
Longest Tenure
1.3 Years
Average Tenure
1.3 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 %
20
Women Executives %
5
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
BSE Ltd
5.60 Jun 30, 2024 424,432,429
INR Indian Rupee
121.50 — — — Financial Services
Indian Hotels Co Ltd
5.13 Dec 31, 2024 388,622,060
INR Indian Rupee
39.25 54.35 — — Consumer Cyclical
Max Healthcare Institute Ltd Ordinary Shares
4.86 Dec 31, 2024 368,169,328
INR Indian Rupee
33.97 — — — Healthcare
Persistent Systems Ltd
4.72 Dec 31, 2024 358,013,301
INR Indian Rupee
59.54 — — — Technology
Coforge Ltd
4.67 Dec 31, 2024 353,553,011
INR Indian Rupee
49.68 — — — Technology
PB Fintech Ltd
4.51 Jan 31, 2024 341,921,840
INR Indian Rupee
23.32 — — — Financial Services
Lupin Ltd
4.30 Jan 31, 2024 325,952,404
INR Indian Rupee
25.37 — — — Healthcare
Dixon Technologies (India) Ltd
4.27 Jun 30, 2024 323,886,212
INR Indian Rupee
94.50 98.04 — — Technology
The Federal Bank Ltd
3.53 Dec 31, 2024 267,097,183
INR Indian Rupee
13.52 — — — Financial Services
Fortis Healthcare Ltd
3.39 Jan 31, 2024 257,052,160
INR Indian Rupee
54.10 — — — Healthcare
Holdings as of Mar 31, 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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