Axis Max Life Secure Plus Fund


F00000H6MS
NAV / 1-Day Return
32.15 / 0.14%
Total Assets
2.3 Bil
Inception Date
May 07, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Medium to Long Duration
Credit Quality / Interest Rate Sensitivity
High/Extensive
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
7.00 14.09 3.07 6.22 8.85 12.81 3.41 2.77 7.15 9.12 0.30
Category
7.23 11.62 3.54 6.75 8.87 11.77 2.80 1.82 6.49 8.92 N/A
Index
8.63 12.94 4.71 5.91 10.72 12.29 3.44 2.51 7.29 8.95 0.28
Quartile Rank
Quartile Rank is third Quartile Rank is second Quartile Rank is third Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is second
Percentile Rank
72 43 62 3 18 10 8 41
# of Invest. in Cat.
9 9 6 4 1 2 59 55 53 55
Category Name
IN046 India Insurance Other Bond
IN046 India Insurance Other Bond
IN042 India Insurance Long Duration
IN042 India Insurance Long Duration
IN042 India Insurance Long Duration
IN042 India Insurance Long Duration
IN034 India Insurance Medium to Long Duration
IN034 India Insurance Medium to Long Duration
IN034 India Insurance Medium to Long Duration
IN034 India Insurance Medium to Long Duration

Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.01 0.00
Fixed Income 96.59 94.36 99.20
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 3.41 5.63 0.80
Other 0.00 0.03 0.00

Stock Style

People

Inception Date
May 07, 2009
Number of Managers
1
Longest Tenure
15.7 Years
Average Tenure
15.7 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

May 07, 2009 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
High

Holdings

Portfolio Holdings
No.
%
Equity Holding
0 0.00
Bond Holding
45 97.83
Other Holding
1 2.17
Equity Holdings
0
Bond Holdings
45
Other Holdings
1
% Assets in Top 10 Holdings
67
Reported Turnover %
As of —
Women Directors %
Women Executives %
Holdings
% Portfolio Weight
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
Maturity Date
Coupon Rate
Sector
7.34% Govt Stock 2064
14.15 327,867,298
INR Indian Rupee
0.79 % Decrease Apr 22, 2064 7.34 Government
Telangana (Government of) 7.43%
10.40 240,981,204
INR Indian Rupee
0.00 Jun 05, 2043 7.43 Government
7.32% Govt Stock 2030
9.02 208,996,896
INR Indian Rupee
684.12 % Increase Nov 13, 2030 7.32 Government
6.79% Govt Stock 2034
7.21 167,074,673
INR Indian Rupee
24.31 % Decrease Oct 07, 2034 6.79 Government
7.3% Govt Stock 2053
6.64 153,829,344
INR Indian Rupee
0.00 Jun 19, 2053 7.30 Government
Telangana (Government of) 7.29%
5.26 121,922,640
INR Indian Rupee
0.00 Aug 07, 2040 7.29 Government
India Infradebt Ltd. 8.04%
4.48 103,748,188
INR Indian Rupee
0.00 Apr 25, 2033 8.04 Corporate
Andhra Pradesh (Government of) 7.34%
3.74 86,762,748
INR Indian Rupee
0.00 Jul 31, 2049 7.34 Government
7.25% Govt Stock 2063
3.27 75,717,398
INR Indian Rupee
0.00 Jun 12, 2063 7.25 Government
Yes Bank Limited
3.13 72,433,321
INR Indian Rupee
0.00 Sep 29, 2027 7.80 Corporate
Holdings as of Dec 31, 2024 | The top 46 largest holdings are available for display across Equity, Bond and Other.

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