Axis Max Life Pension Growth Fund


F00000H6NF
NAV / 1-Day Return
69.05 / 0.30%
Total Assets
3.4 Bil
Inception Date
Jan 27, 2006
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
3.13 6.92 18.69 0.74 9.19 13.54 15.87 4.50 16.56 19.57 -3.38
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 third Quartile Rank is fourth Quartile Rank is first Quartile Rank is third Quartile Rank is second Quartile Rank is third Quartile Rank is second Quartile Rank is first Quartile Rank is second Quartile Rank is first
Percentile Rank
52 90 21 72 42 53 28 11 26 3
# of Invest. in Cat.
91 95 95 93 75 90 91 89 87 89
Category Name
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
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 55.36 50.11
Fixed Income 43.95 44.96
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 0.69 2.29
Other 0.00 2.68

Stock Style

People

Inception Date
Jan 27, 2006
Number of Managers
3
Longest Tenure
19.0 Years
Average Tenure
19.0 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Jan 27, 2006 –Present
Jan 27, 2006 –Present
Jan 27, 2006 –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
No.
%
Equity Holding
38 44.19
Bond Holding
45 52.33
Other Holding
3 3.49
Equity Holdings
38
Bond Holdings
45
Other Holdings
3
% Assets in Top 10 Holdings
45
Reported Turnover %
As of —
Women Directors %
21
Women Executives %
9
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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Holdings as of Dec 31, 2024 | The top 86 largest holdings are available for display across Equity, Bond and Other.

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