Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
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

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
3.75 23.53 Narrow Technology
5.75 Dec 31, 2019 327,666,082
INR Indian Rupee
15.39 17.06 Financial Services
4.35 Jul 31, 2023 247,724,022
INR Indian Rupee
34.87 22.73 Consumer Cyclical
3.68 Dec 31, 2019 209,567,992
INR Indian Rupee
24.83 Financial Services
3.60 Dec 31, 2019 205,242,233
INR Indian Rupee
-17.50 18.59 Energy
2.62 Apr 30, 2023 149,184,698
INR Indian Rupee
4.28 34.48 Consumer Cyclical
2.39 Jan 31, 2025 136,118,857
INR Indian Rupee
6.93 23.31 Consumer Cyclical
2.18 Jul 31, 2024 124,108,030
INR Indian Rupee
24.99 Consumer Cyclical
1.84 May 31, 2024 104,871,905
INR Indian Rupee
12.76 Financial Services
1.74 Jul 31, 2024 99,405,769
INR Indian Rupee
57.94 Healthcare
Holdings as of Jan 31, 2025 | The top 76 largest holdings are available for display across Equity, Bond and Other.

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