Axis Max Life Group Gratuity Growth Fund


F00000H4RM
NAV / 1-Day Return
62.81 / 0.14%
Total Assets
Inception Date
Aug 28, 2006
Expense Ratio
Fee Level
Load
None
Category
India Insurance Group Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
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
2.04 11.96 16.43 0.87 10.22 14.17 15.46 4.23 18.43 17.33 -1.26
Category
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index
3.10 8.24 23.64 2.83 10.66 17.98 19.74 4.80 18.39 12.81 -1.28
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is fourth
Percentile Rank
43 1 87
# of Invest. in Cat.
Category Name

Asset Allocation

Asset Class Investment Category Index
Equity 49.14 31.50 0.00
Fixed Income 41.18 63.78 99.19
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 9.68 4.08 0.80
Other 0.00 0.65 0.00

Stock Style

People

Inception Date
Aug 28, 2006
Number of Managers
3
Longest Tenure
18.4 Years
Average Tenure
18.4 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Aug 28, 2006 –Present
Aug 28, 2006 –Present
Aug 28, 2006 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
No.
%
Equity Holding
41 53.25
Bond Holding
35 45.46
Other Holding
1 1.30
Equity Holdings
41
Bond Holdings
35
Other Holdings
1
% Assets in Top 10 Holdings
42
Reported Turnover %
As of —
Women Directors %
Women Executives %
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2017
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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1.47 Feb 28, 2017
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% Increase 4.01 Financial Services
Holdings as of Feb 28, 2017 | The top 77 largest holdings are available for display across Equity, Bond and Other.

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