Axis Max Life Pension Maximiser Fund

F00000QKU8
NAV / 1-Day Return
30.91 / -0.31%
Total Assets
5.8 Bil
Inception Date
Aug 12, 2013
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
3.75 9.04 12.09 2.10 10.39 15.32 12.57 2.74 15.81 15.54 -4.32
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 fourth Quartile Rank is fourth Quartile Rank is first Quartile Rank is fourth Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is second Quartile Rank is first Quartile Rank is first
Percentile Rank
85 85 23 87 10 6 11 33 4 1
# 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 51.05 23.77 0.00
Fixed Income 47.92 69.59 99.60
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 1.03 6.33 0.40
Other 0.00 0.39 0.00

Stock Style

People

Inception Date
Aug 12, 2013
Number of Managers
3
Longest Tenure
11.5 Years
Average Tenure
11.5 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Aug 12, 2013 –Present
Aug 12, 2013 –Present
Aug 12, 2013 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
42 0
Bond Holding
54 0
Other Holding
1 0
Total Holding
97 0
Equity Holdings
42
Bond Holdings
54
Other Holdings
1
Total Holdings
97
% Assets in Top 10 Holdings
43
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
10
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
5.23 Feb 28, 2019 301,215,715
INR Indian Rupee
16.25 17.06 Financial Services
5.14 Feb 28, 2019 295,816,928
INR Indian Rupee
21.13 Financial Services
4.94 Feb 28, 2019 284,415,620
INR Indian Rupee
9.00 23.53 Narrow Technology
3.44 Feb 28, 2019 198,291,774
INR Indian Rupee
-18.41 18.59 Energy
2.61 Feb 28, 2019 150,303,334
INR Indian Rupee
-5.76 Financial Services
2.53 Apr 30, 2022 145,752,198
INR Indian Rupee
40.86 22.73 Consumer Cyclical
2.31 Jul 31, 2023 133,316,928
INR Indian Rupee
-3.54 Utilities
2.27 Aug 31, 2021 131,019,607
INR Indian Rupee
47.09 Communication Services
1.58 Dec 31, 2021 91,057,885
INR Indian Rupee
-7.67 Industrials
1.57 Feb 28, 2022 90,600,884
INR Indian Rupee
-4.30 8.58 Financial Services
Holdings as of Jan 31, 2025 | The top 97 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