Axis Max Life Growth Super Fund

F00000H4RQ
NAV / 1-Day Return
74.58 / -0.01%
Total Assets
132.7 Bil
Inception Date
May 21, 2007
Expense Ratio
Fee Level
Load
None
Category
India Insurance Large-Cap
Investment Style
Large Growth
Minimum Initial Investment
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
-0.57 3.70 31.98 2.38 10.90 16.82 24.17 3.27 21.47 16.34 -6.70
Category
0.35 4.72 30.31 -2.08 8.36 16.57 24.86 5.40 22.42 11.40 N/A
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -9.22
Quartile Rank
Quartile Rank is third Quartile Rank is third Quartile Rank is second Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is first
Percentile Rank
57 63 32 12 23 43 57 89 52 4
# of Invest. in Cat.
168 166 164 163 159 83 102 99 95 103
Category Name
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 98.71 0.00 98.71 96.07 100.00
Fixed Income 1.19 0.00 1.19 0.03 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 0.10 0.00 0.10 2.36 0.00
Other 0.00 0.00 0.00 1.65 0.00

Stock Style

People

Inception Date
May 21, 2007
Number of Managers
3
Longest Tenure
17.8 Years
Average Tenure
17.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

May 21, 2007 –Present
May 21, 2007 –Present
May 21, 2007 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
38 0
Bond Holding
1 0
Other Holding
7 0
Total Holding
46 0
Equity Holdings
38
Bond Holdings
1
Other Holdings
7
Total Holdings
46
% Assets in Top 10 Holdings
57
Reported Turnover %
As of —
Women Directors %
18
Women Executives %
11
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
9.02 Apr 30, 2017 11,972,655,058
INR Indian Rupee
16.25 17.06 Financial Services
8.80 Dec 31, 2011 11,673,127,039
INR Indian Rupee
-18.41 18.59 Energy
8.59 Dec 31, 2011 11,399,798,966
INR Indian Rupee
9.00 23.53 Narrow Technology
8.06 Dec 31, 2011 10,700,735,422
INR Indian Rupee
21.13 Financial Services
4.46 May 31, 2019 5,916,716,840
INR Indian Rupee
47.09 Communication Services
4.26 Apr 30, 2024 5,659,038,588
INR Indian Rupee
40.86 22.73 Consumer Cyclical
3.67 Dec 31, 2011 4,867,096,572
INR Indian Rupee
-7.67 Industrials
3.53 Nov 30, 2020 4,680,120,026
INR Indian Rupee
5.07 Healthcare
3.09 Nov 30, 2023 4,104,206,268
INR Indian Rupee
42.08 Consumer Cyclical
3.07 Jan 31, 2025 4,071,534,466
INR Indian Rupee
33.20 Financial Services
Holdings as of Jan 31, 2025 | The top 46 largest holdings are available for display across Equity, Bond and Other.

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