Max Life Nifty Momentum Quality 50

F00001P56A
NAV / 1-Day Return
Total Assets
350.5 Mil
Inception Date
Nov 18, 2024
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
—
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
-14.36
Category
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
—
—
—
—
—
—
—
—
—
—
—
Percentile Rank
—
—
—
—
—
—
—
—
—
—
—
# of Invest. in Cat.
—
—
—
—
—
—
—
—
—
—
—
Category Name
—
—
—
—
—
—
—
—
—
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 99.77 0.00 99.77 95.67 –
Fixed Income 1.78 0.00 1.78 0.09 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -1.55 1.55 0.00 4.70 –
Other 0.00 0.00 0.00 0.20 –
Investment as of Feb 28, 2025 | Category: Equity - Other as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Nov 18, 2024
Number of Managers
2
Longest Tenure
0.3 Years
Average Tenure
0.3 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Kataria
Nov 18, 2024 –Present
Naresh Kumar
Nov 18, 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
0 1
Total Holding
51 1
Equity Holdings
50
Bond Holdings
1
Other Holdings
0
Total Holdings
51
% Assets in Top 10 Holdings
50
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
3
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Bajaj Auto Ltd
7.07 Nov 30, 2024 24,775,592
INR Indian Rupee
-10.15 22.42 — — Consumer Cyclical
Bharat Electronics Ltd
6.65 Nov 30, 2024 23,307,562
INR Indian Rupee
51.37 — — — Industrials
Dixon Technologies (India) Ltd
6.09 Nov 30, 2024 21,335,786
INR Indian Rupee
83.02 79.37 — — Technology
Trent Ltd
5.36 Dec 31, 2024 18,770,647
INR Indian Rupee
37.09 — — — Consumer Cyclical
Hindustan Aeronautics Ltd Ordinary Shares
4.78 Nov 30, 2024 16,753,485
INR Indian Rupee
26.22 — — — Industrials
Varun Beverages Ltd
4.43 Nov 30, 2024 15,522,944
INR Indian Rupee
-5.67 — — — Consumer Defensive
Coforge Ltd
4.33 Dec 31, 2024 15,188,115
INR Indian Rupee
46.05 — — — Technology
Colgate-Palmolive (India) Ltd
4.10 Dec 31, 2024 14,368,618
INR Indian Rupee
-10.68 — — — Consumer Defensive
Siemens Ltd
3.96 Dec 31, 2024 13,893,618
INR Indian Rupee
6.43 — — — Industrials
Cummins India Ltd
3.36 Nov 30, 2024 11,768,724
INR Indian Rupee
2.43 — — — Industrials
Holdings as of Feb 28, 2025 | The top 51 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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