Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
50.67 / -0.65%
Total Assets
5.7 Bil
Inception Date
May 02, 2008
Expense Ratio
Fee Level
Load
None
Category
India Insurance Balanced 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
3.85 8.46 16.23 3.61 7.46 15.57 12.47 3.50 17.86 20.91 -6.88
Category
2.48 8.84 15.57 1.69 8.36 12.73 13.97 2.70 14.36 10.10 N/A
Index
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Quartile Rank
Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is first Quartile Rank is third Quartile Rank is first Quartile Rank is third Quartile Rank is first Quartile Rank is first Quartile Rank is first
Percentile Rank
19 21 46 21 75 21 74 23 13 2
# of Invest. in Cat.
91 95 95 93 75 90 91 89 87 89
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 53.44 47.31
Fixed Income 41.62 47.71
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 4.94 2.30
Other 0.00 2.69

Stock Style

People

Inception Date
May 02, 2008
Number of Managers
3
Longest Tenure
16.8 Years
Average Tenure
16.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

May 02, 2008 –Present
May 02, 2008 –Present
May 02, 2008 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
34 0
Bond Holding
40 0
Other Holding
2 0
Total Holding
76 0
Equity Holdings
34
Bond Holdings
40
Other Holdings
2
Total Holdings
76
% Assets in Top 10 Holdings
50
Reported Turnover %
As of —
Women Directors %
19
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
6.26 Dec 31, 2024 356,921,386
INR Indian Rupee
9.00 23.53 Narrow Technology
5.75 Dec 31, 2019 327,666,082
INR Indian Rupee
16.25 17.06 Financial Services
4.35 Jul 31, 2023 247,724,022
INR Indian Rupee
40.86 22.73 Consumer Cyclical
3.68 Dec 31, 2019 209,567,992
INR Indian Rupee
21.13 Financial Services
3.60 Dec 31, 2019 205,242,233
INR Indian Rupee
-18.41 18.59 Energy
2.62 Apr 30, 2023 149,184,698
INR Indian Rupee
10.10 34.48 Consumer Cyclical
2.39 Jan 31, 2025 136,118,857
INR Indian Rupee
8.74 23.31 Consumer Cyclical
2.18 Jul 31, 2024 124,108,030
INR Indian Rupee
22.09 Consumer Cyclical
1.84 May 31, 2024 104,871,905
INR Indian Rupee
14.23 Financial Services
1.74 Jul 31, 2024 99,405,769
INR Indian Rupee
59.49 Healthcare
Holdings as of Jan 31, 2025 | The top 76 largest holdings are available for display across Equity, Bond and Other.

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top