Axis Max Life Growth Fund

F00000H4RL
NAV / 1-Day Return
102.98 / -0.19%
Total Assets
81.1 Bil
Inception Date
Sep 20, 2004
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Extensive
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
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.44 6.52 18.27 1.76 8.08 14.44 14.41 3.04 14.19 14.28 -3.46
Category
1.46 7.20 21.56 0.28 8.36 14.78 20.19 3.67 18.98 11.25 N/A
Index
3.10 8.24 23.64 2.83 10.66 17.98 19.74 4.80 18.39 12.81 -4.50
Quartile Rank
Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is fourth Quartile Rank is first
Percentile Rank
39 69 77 38 62 52 88 64 98 12
# of Invest. in Cat.
66 65 66 65 63 51 51 51 45 55
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 49.85 0.00 49.85 72.86 0.00
Fixed Income 47.12 0.00 47.12 21.22 99.60
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.20 0.00
Cash 3.03 0.00 3.03 5.20 0.40
Other 0.00 0.00 0.00 0.56 0.00

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
4
Longest Tenure
20.4 Years
Average Tenure
15.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Sep 20, 2004 –Present
Sep 20, 2004 –Present
Sep 20, 2004 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Low
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
47 0
Bond Holding
163 0
Other Holding
9 0
Total Holding
219 0
Equity Holdings
47
Bond Holdings
163
Other Holdings
9
Total Holdings
219
% Assets in Top 10 Holdings
40
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
12
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
5.60 Dec 31, 2011 4,536,790,470
INR Indian Rupee
21.13 Financial Services
5.44 Apr 30, 2017 4,413,133,325
INR Indian Rupee
16.25 17.06 Financial Services
5.17 Dec 31, 2011 4,193,316,855
INR Indian Rupee
9.00 23.53 Narrow Technology
4.20 Dec 31, 2011 3,402,835,618
INR Indian Rupee
-18.41 18.59 Energy
2.83 Jul 31, 2023 2,295,834,059
INR Indian Rupee
40.86 22.73 Consumer Cyclical
2.03 May 31, 2019 1,644,503,176
INR Indian Rupee
47.09 Communication Services
1.76 Nov 30, 2020 1,427,318,294
INR Indian Rupee
-4.30 8.58 Financial Services
1.75 Dec 31, 2021 1,419,258,348
INR Indian Rupee
-3.54 Utilities
1.58 Feb 28, 2021 1,281,082,999
INR Indian Rupee
5.07 Healthcare
1.36 Jul 31, 2012 1,100,485,822
INR Indian Rupee
-7.67 Industrials
Holdings as of Jan 31, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.

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