Axis Max Life Group Superannuation Balanced Fund


F00000H6LO
NAV / 1-Day Return
23.46 / 0.00%
Total Assets
Inception Date
Apr 13, 2007
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
3.71 8.23 10.86 -0.09 0.00 0.00 0.00 0.00 -0.01 0.00 0.00
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 third Quartile Rank is fourth Quartile Rank is fourth
Percentile Rank
38 66 92 83
# of Invest. in Cat.
Category Name

Asset Allocation

Asset Class Investment Category Index
Equity 25.71 31.50 0.00
Fixed Income 63.29 63.78 99.19
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 11.00 4.08 0.80
Other 0.00 0.65 0.00

Stock Style

People

Inception Date
Apr 13, 2007
Number of Managers
Longest Tenure
Average Tenure
Advisor(s)
Axis Max Life Insurance Limited

Management Team

There is no data available for this component.

Manager Timeline

There is no data available for this component.

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
No.
%
Equity Holding
18 54.55
Bond Holding
14 42.42
Other Holding
1 3.03
Equity Holdings
18
Bond Holdings
14
Other Holdings
1
% Assets in Top 10 Holdings
63
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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Holdings as of Feb 28, 2017 | The top 33 largest holdings are available for display across Equity, Bond and Other.

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