Max New York Life Nifty Momentum Quality 50 Fund

F00001P56A
NAV / 1-Day Return
8.11 / -2.52%
Total Assets
305.3 Mil
Inception Date
Nov 18, 2024
Expense Ratio
Fee Level
Load
None
Category
India Insurance Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
Status
Open
TTM Yield
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 -20.04
Category
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Quartile Rank
Percentile Rank
# of Invest. in Cat.
Category Name
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 99.80 0.00 99.80 98.43
Fixed Income 0.67 0.00 0.67 0.11
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash -0.47 0.47 0.00 4.67
Other 0.00 0.00 0.00 0.19

Stock Style

People

Inception Date
Nov 18, 2024
Number of Managers
2
Longest Tenure
0.3 Years
Average Tenure
0.3 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Nov 18, 2024 –Present
Nov 18, 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
52
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
3
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
6.95 Nov 30, 2024 21,217,024
INR Indian Rupee
-1.76 23.15 Consumer Cyclical
6.94 Nov 30, 2024 21,193,128
INR Indian Rupee
23.67 Industrials
5.75 Nov 30, 2024 17,548,547
INR Indian Rupee
104.39 82.64 Technology
5.58 Dec 31, 2024 17,023,719
INR Indian Rupee
22.09 Consumer Cyclical
5.35 Nov 30, 2024 16,345,594
INR Indian Rupee
5.99 Industrials
4.77 Nov 30, 2024 14,549,146
INR Indian Rupee
-23.43 Consumer Defensive
4.55 Dec 31, 2024 13,889,751
INR Indian Rupee
2.26 Industrials
4.34 Dec 31, 2024 13,246,952
INR Indian Rupee
15.38 Technology
4.12 Dec 31, 2024 12,575,648
INR Indian Rupee
1.09 Consumer Defensive
3.16 Nov 30, 2024 9,657,162
INR Indian Rupee
3.59 Industrials
Holdings as of Jan 31, 2025 | The top 51 largest holdings are available for display across Equity, Bond and Other.

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