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Axis Max Life Midcap Momentum Index
F00001JWZH
NAV / 1-Day Return
Total Assets
9.4 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
—
Overview
Portfolio
Detailed Portfolio
Performance
Risk & Rating
Holdings
Equity
Bond
Others
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
% Assets in Top 10 Holdings
45
Reported Turnover %
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
5
Holdings
% Portfolio Weight
First Bought
Market Value as of May 31, 2025
Cur
Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
BSE Ltd
7.61
Jun 30, 2024
712,321,512
INR
Indian Rupee
4.31
% Increase
205.94
—
—
—
Financial Services
Max Healthcare Institute Ltd Ordinary Shares
4.80
Dec 31, 2024
449,124,705
INR
Indian Rupee
4.28
% Increase
36.29
—
—
—
Healthcare
Coforge Ltd
4.73
Dec 31, 2024
442,744,890
INR
Indian Rupee
4.25
% Increase
68.97
—
—
—
Technology
Indian Hotels Co Ltd
4.58
Dec 31, 2024
428,780,275
INR
Indian Rupee
4.39
% Increase
22.46
—
—
—
Consumer Cyclical
Persistent Systems Ltd
4.56
Dec 31, 2024
427,343,486
INR
Indian Rupee
4.35
% Increase
21.23
—
—
—
Technology
PB Fintech Ltd
4.46
Jan 31, 2024
417,580,234
INR
Indian Rupee
4.40
% Increase
21.96
—
—
—
Financial Services
Dixon Technologies (India) Ltd
4.08
Jun 30, 2024
381,536,548
INR
Indian Rupee
4.69
% Increase
25.11
94.34
—
—
Technology
Lupin Ltd
3.79
Jan 31, 2024
354,688,255
INR
Indian Rupee
4.28
% Increase
4.61
—
—
—
Healthcare
The Federal Bank Ltd
3.46
Dec 31, 2024
323,871,467
INR
Indian Rupee
4.23
% Increase
8.26
—
—
—
Financial Services
Fortis Healthcare Ltd
3.23
Jan 31, 2024
302,819,768
INR
Indian Rupee
4.12
% Increase
63.09
—
—
—
Healthcare
Holdings
% Portfolio Weight
Market Value as of May 31, 2025
Cur
Currency
Share Change %
Maturity Date
Coupon Rate
Sector
7.09% Govt Stock 2074
0.48
45,328,660
INR
Indian Rupee
100.00
% Increase
Nov 25, 2074
7.09
Government
7.23% Govt Stock 2039
—
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
Net Current Asset
0.04
3,460,607
—
—
—
—
—
—
—
Holdings as of May 31, 2025 |
The top 52 largest holdings are available for display across Equity, Bond and Other.
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Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
Momentum
INR
| NAV as of Jul 11, 2025
| 1-Day Return as of Jul 11, 2025, 5:00 AM UTC