Axis Max Life Pension Preserver Fund


F00000QKU9
NAV / 1-Day Return
25.64 / 0.28%
Total Assets
1.2 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
4.52 12.00 5.56 3.02 9.66 12.28 5.57 2.25 9.27 10.38 -0.31
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 -0.08
Quartile Rank
Quartile Rank is third Quartile Rank is first Quartile Rank is fourth Quartile Rank is third Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is second Quartile Rank is first
Percentile Rank
73 21 95 73 31 57 84 51 50 21
# 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

Asset Allocation

Asset Class Investment Category Index
Equity 16.09 25.36 0.00
Fixed Income 82.86 68.87 99.20
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 1.05 5.44 0.80
Other 0.00 0.39 0.00

Stock Style

People

Inception Date
Aug 12, 2013
Number of Managers
3
Longest Tenure
11.4 Years
Average Tenure
11.4 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
Below Avg.
Return vs. Category
Average

Holdings

Portfolio Holdings
No.
%
Equity Holding
44 46.81
Bond Holding
47 50.00
Other Holding
3 3.19
Equity Holdings
44
Bond Holdings
47
Other Holdings
3
% Assets in Top 10 Holdings
53
Reported Turnover %
As of —
Women Directors %
20
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
Sector
Infosys Ltd
1.66 Mar 31, 2019 19,990,040
INR Indian Rupee
12.24 24.10 Narrow Technology
Axis Bank Ltd
1.50 Jan 31, 2020 18,092,447
INR Indian Rupee
-11.36 Financial Services
ICICI Bank Ltd
1.45 Mar 31, 2019 17,470,171
INR Indian Rupee
24.39 17.21 Financial Services
HDFC Bank Ltd
1.37 Mar 31, 2019 16,462,685
INR Indian Rupee
13.61 Financial Services
Reliance Industries Ltd
0.81 Mar 31, 2019 9,735,754
INR Indian Rupee
-4.17 20.08 Energy
Waaree Energies Ltd
0.79 Oct 31, 2024 9,494,400
INR Indian Rupee
Technology
Mahindra & Mahindra Ltd
0.75 Apr 30, 2022 9,081,442
INR Indian Rupee
75.72 24.45 Consumer Cyclical
Zomato Ltd
0.69 Sep 30, 2023 8,341,500
INR Indian Rupee
78.48 Consumer Cyclical
NTPC Ltd
0.68 Jul 31, 2023 8,148,074
INR Indian Rupee
11.87 Utilities
Vishal Mega Mart Ltd
0.57 Dec 31, 2024 6,834,935
INR Indian Rupee
Consumer Cyclical
Holdings as of Dec 31, 2024 | The top 94 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