Axis Max Life Insurance Sustainable Equity Fund

F00001DZHI
NAV / 1-Day Return
15.96 / -0.30%
Total Assets
4.7 Bil
Inception Date
May 25, 2022
Expense Ratio
Fee Level
Load
None
Category
India Insurance Equity - ESG
Investment Style
Large Growth
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
N/A N/A N/A N/A N/A N/A N/A N/A 32.20 20.69 -8.32
Category
N/A N/A N/A N/A N/A N/A N/A N/A N/A 15.89 N/A
Index
3.64 1.26 32.81 3.01 7.78 27.36 26.92 -1.73 21.81 14.61 -7.15
Quartile Rank
Percentile Rank
# of Invest. in Cat.
2
Category Name
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 98.34 0.00 98.34 96.35 100.00
Fixed Income 1.57 0.00 1.57 0.14 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 0.09 0.00 0.10 2.55 0.00
Other 0.00 0.00 0.00 1.06 0.00

Stock Style

People

Inception Date
May 25, 2022
Number of Managers
2
Longest Tenure
2.1 Years
Average Tenure
2.1 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Jan 31, 2023 –Present
Jan 31, 2023 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
70 0
Bond Holding
1 0
Other Holding
3 0
Total Holding
74 0
Equity Holdings
70
Bond Holdings
1
Other Holdings
3
Total Holdings
74
% Assets in Top 10 Holdings
39
Reported Turnover %
As of —
Women Directors %
20
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
7.33 May 31, 2022 343,835,971
INR Indian Rupee
16.25 17.06 Financial Services
6.34 May 31, 2022 297,337,309
INR Indian Rupee
21.13 Financial Services
4.77 May 31, 2022 223,543,936
INR Indian Rupee
9.00 23.53 Narrow Technology
4.20 May 31, 2022 196,868,494
INR Indian Rupee
47.09 Communication Services
3.32 May 31, 2022 155,517,048
INR Indian Rupee
40.86 22.73 Consumer Cyclical
2.87 May 31, 2022 134,441,036
INR Indian Rupee
-7.67 Industrials
2.84 May 31, 2022 133,341,540
INR Indian Rupee
-18.41 18.59 Energy
2.51 Jul 31, 2023 117,652,577
INR Indian Rupee
42.08 Consumer Cyclical
2.43 Jun 30, 2023 113,722,050
INR Indian Rupee
29.97 Financial Services
2.27 May 31, 2022 106,324,499
INR Indian Rupee
14.23 Financial Services
Holdings as of Jan 31, 2025 | The top 74 largest holdings are available for display across Equity, Bond and Other.

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