Axis Max Life Pension Conservative Fund

F00000H6NH
NAV / 1-Day Return
Total Assets
60.0 Mil
Inception Date
Jan 27, 2006
Expense Ratio
Fee Level
Load
None
Category
India Insurance Conservative 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
5.45 12.01 6.27 4.95 8.09 11.65 5.29 2.77 9.23 10.39 -0.30
Category
5.16 10.74 9.53 3.78 7.82 12.03 8.62 2.47 10.23 7.99 N/A
Index
7.42 11.94 8.85 5.28 10.76 14.19 7.07 3.11 9.83 9.88 -0.35
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is second Quartile Rank is third Quartile Rank is first
Percentile Rank
37 20 93 28 64 72 95 30 54 19
# of Invest. in Cat.
77 77 78 77 53 68 69 66 61 65
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 9.47 23.77 0.00
Fixed Income 86.53 69.59 99.60
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 4.01 6.33 0.40
Other 0.00 0.39 0.00

Stock Style

People

Inception Date
Jan 27, 2006
Number of Managers
3
Longest Tenure
19.1 Years
Average Tenure
19.1 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
Low
Return vs. Category
Average

Holdings


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