Axis Max Life Insurance Sustainable Equity Fund


F00001DZHI
NAV / 1-Day Return
Total Assets
4.8 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 -3.26
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 -2.23
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

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 97.53 0.00 97.53 96.81 100.00
Fixed Income 2.68 0.00 2.68 0.13 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 -0.21 0.22 0.00 2.11 0.00
Other 0.00 0.00 0.00 1.15 0.00

Stock Style

People

Inception Date
May 25, 2022
Number of Managers
2
Longest Tenure
2.0 Years
Average Tenure
2.0 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
No.
%
Equity Holding
71 97.26
Bond Holding
1 1.37
Other Holding
1 1.37
Equity Holdings
71
Bond Holdings
1
Other Holdings
1
% Assets in Top 10 Holdings
40
Reported Turnover %
As of —
Women Directors %
20
Women Executives %
11
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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INR Indian Rupee
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Holdings as of Dec 31, 2024 | The top 73 largest holdings are available for display across Equity, Bond and Other.

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