Axis Max Life India Midcap Momentum Index

F00001JWZH
NAV / 1-Day Return
9.69 / -1.75%
Total Assets
6.2 Bil
Inception Date
Jan 30, 2024
Expense Ratio
Fee Level
Load
None
Category
India Insurance Mid-Cap
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 N/A N/A -18.99
Category
7.30 9.59 42.42 -10.54 -3.46 18.64 41.42 3.61 39.61 25.11 N/A
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -9.22
Quartile Rank
Percentile Rank
# of Invest. in Cat.
17 16 16 16 15 15 19 18 19 24
Category Name
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 99.92 0.00 99.92 94.24 100.00
Fixed Income 1.01 0.00 1.01 0.15 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 -0.94 0.94 0.00 5.87 0.00
Other 0.00 0.00 0.00 0.03 0.00

Stock Style

People

Inception Date
Jan 30, 2024
Number of Managers
2
Longest Tenure
1.1 Years
Average Tenure
1.1 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Jan 30, 2024 –Present
Jan 30, 2024 –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
50 0
Bond Holding
1 0
Other Holding
0 1
Total Holding
51 1
Equity Holdings
50
Bond Holdings
1
Other Holdings
0
Total Holdings
51
% Assets in Top 10 Holdings
45
Reported Turnover %
As of —
Women Directors %
20
Women Executives %
7
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
5.53 Jun 30, 2024 343,178,234
INR Indian Rupee
116.08 Financial Services
4.98 Dec 31, 2024 309,219,011
INR Indian Rupee
29.20 Technology
4.74 Jan 31, 2024 294,210,457
INR Indian Rupee
32.30 Financial Services
4.72 Jun 30, 2024 293,185,126
INR Indian Rupee
104.39 82.64 Technology
4.72 Dec 31, 2024 292,816,630
INR Indian Rupee
23.09 49.26 Consumer Cyclical
4.65 Dec 31, 2024 288,688,654
INR Indian Rupee
19.74 Healthcare
4.59 Dec 31, 2024 285,193,727
INR Indian Rupee
15.38 Technology
4.34 Jan 31, 2024 269,615,918
INR Indian Rupee
17.08 Healthcare
3.26 Dec 31, 2024 202,168,641
INR Indian Rupee
16.67 Financial Services
3.05 Jan 31, 2024 189,318,023
INR Indian Rupee
44.08 Healthcare
Holdings as of Jan 31, 2025 | The top 51 largest holdings are available for display across Equity, Bond and Other.

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