Axis Max Life Conservative Fund


F00000H6LC
NAV / 1-Day Return
55.85 / 0.22%
Total Assets
2.3 Bil
Inception Date
Sep 20, 2004
Expense Ratio
Fee Level
Load
None
Category
India Insurance Conservative 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
5.56 12.42 5.12 4.84 8.03 11.84 5.41 2.76 8.74 10.64 -0.10
Category
5.16 10.74 9.53 3.78 7.82 12.03 8.62 2.47 10.23 7.99 N/A
Index
7.42 11.94 8.85 5.28 10.76 14.19 7.07 3.11 9.83 9.88 -0.08
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is first
Percentile Rank
32 11 99 31 66 69 90 31 67 16
# of Invest. in Cat.
77 77 78 77 53 68 69 66 61 65
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 9.46 25.36 0.00
Fixed Income 84.67 68.87 99.20
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 5.86 5.44 0.80
Other 0.00 0.39 0.00

Stock Style

People

Inception Date
Sep 20, 2004
Number of Managers
3
Longest Tenure
20.3 Years
Average Tenure
20.3 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
No.
%
Equity Holding
33 42.31
Bond Holding
44 56.41
Other Holding
1 1.28
Equity Holdings
33
Bond Holdings
44
Other Holdings
1
% Assets in Top 10 Holdings
61
Reported Turnover %
As of —
Women Directors %
20
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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INR Indian Rupee
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0.99 Feb 28, 2017 22,847,640
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0.77 Feb 28, 2017 17,811,204
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0.55 Jul 31, 2023 12,578,699
INR Indian Rupee
75.72 24.69 Consumer Cyclical
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0.48 May 31, 2023 11,018,741
INR Indian Rupee
95.42 Financial Services
Zomato Ltd
0.42 Nov 30, 2023 9,658,901
INR Indian Rupee
78.48 Consumer Cyclical
Waaree Energies Ltd
0.41 Oct 31, 2024 9,494,400
INR Indian Rupee
Technology
Bharti Airtel Ltd
0.38 Aug 31, 2021 8,746,915
INR Indian Rupee
46.59 Communication Services
State Bank of India
0.35 Nov 30, 2020 8,102,130
INR Indian Rupee
26.32 9.31 Financial Services
Holdings as of Dec 31, 2024 | The top 78 largest holdings are available for display across Equity, Bond and Other.

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