Max Life Nifty Momentum Quality 50

F00001P56A
NAV / 1-Day Return
Total Assets
499.9 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

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 98.22 0.00 98.22 95.68 –
Fixed Income 2.42 0.00 2.42 0.06 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -0.63 0.63 0.00 4.72 –
Other 0.00 0.00 0.00 0.19 –
Investment as of Mar 31, 2025 | Category: Equity - Other as of Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Nov 18, 2024
Number of Managers
2
Longest Tenure
0.5 Years
Average Tenure
0.5 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
46
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
3
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
Bharat Electronics Ltd
5.72 Nov 30, 2024 28,574,778
INR Indian Rupee
33.53 — — — Industrials
Bajaj Auto Ltd
5.65 Nov 30, 2024 28,229,920
INR Indian Rupee
-13.08 22.57 — — Consumer Cyclical
Hindustan Aeronautics Ltd Ordinary Shares
5.62 Nov 30, 2024 28,076,641
INR Indian Rupee
14.87 — — — Industrials
Dixon Technologies (India) Ltd
5.51 Nov 30, 2024 27,558,334
INR Indian Rupee
94.50 99.01 — — Technology
Trent Ltd
5.33 Dec 31, 2024 26,647,051
INR Indian Rupee
10.83 — — — Consumer Cyclical
Varun Beverages Ltd
4.50 Nov 30, 2024 22,481,279
INR Indian Rupee
-13.82 — — — Consumer Defensive
CG Power & Industrial Solutions Ltd
4.06 Nov 30, 2024 20,289,614
INR Indian Rupee
13.44 — — — Industrials
Colgate-Palmolive (India) Ltd
3.38 Dec 31, 2024 16,871,988
INR Indian Rupee
-7.44 — — — Consumer Defensive
HDFC Asset Management Co Ltd
3.18 Nov 30, 2024 15,899,058
INR Indian Rupee
13.07 — — — Financial Services
Page Industries Ltd
3.00 Dec 31, 2024 14,985,506
INR Indian Rupee
31.79 — — — Consumer Cyclical
Holdings as of Mar 31, 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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