Axis Max Life Pension Maximiser Fund

F00000QKU8
NAV / 1-Day Return
32.22 / 0.33%
Total Assets
5.4 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
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
3.75
9.04
12.09
2.10
10.39
15.32
12.57
2.74
15.81
15.54
-1.22
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
1.63
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
85
85
23
87
10
6
11
33
4
1
—
# 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
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 47.66 22.81 0.00
Fixed Income 51.28 71.61 98.62
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 1.07 5.51 1.38
Other 0.00 0.39 0.00
Investment as of Feb 28, 2025 | Category: Conservative Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 85+15 - ConservativeTR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Aug 12, 2013
Number of Managers
3
Longest Tenure
11.6 Years
Average Tenure
11.6 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
Aug 12, 2013 –Present
Naresh Kumar
Aug 12, 2013 –Present
Rohit Tandon
Aug 12, 2013 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
43 0
Bond Holding
54 0
Other Holding
1 0
Total Holding
98 0
Equity Holdings
43
Bond Holdings
54
Other Holdings
1
Total Holdings
98
% Assets in Top 10 Holdings
42
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
ICICI Bank Ltd
5.36 Feb 28, 2019 289,506,579
INR Indian Rupee
24.26 18.62 — — Financial Services
HDFC Bank Ltd
5.03 Feb 28, 2019 271,770,250
INR Indian Rupee
28.05 — — — Financial Services
Reliance Industries Ltd
3.48 Feb 28, 2019 188,103,674
INR Indian Rupee
-14.04 — — — Energy
Infosys Ltd
3.42 Feb 28, 2019 184,683,323
INR Indian Rupee
11.37 21.74 Narrow — Technology
Axis Bank Ltd
2.86 Feb 28, 2019 154,792,162
INR Indian Rupee
4.36 — — — Financial Services
Bharti Airtel Ltd
2.34 Aug 31, 2021 126,500,023
INR Indian Rupee
41.47 — — — Communication Services
Mahindra & Mahindra Ltd
2.33 Apr 30, 2022 126,021,040
INR Indian Rupee
46.41 22.78 — — Consumer Cyclical
NTPC Ltd
1.65 Jul 31, 2023 89,144,153
INR Indian Rupee
11.61 — — — Utilities
Bajaj Finance Ltd
1.52 Jan 31, 2025 82,061,486
INR Indian Rupee
28.46 — — — Financial Services
Larsen & Toubro Ltd
1.49 Dec 31, 2021 80,757,271
INR Indian Rupee
-4.77 — — — Industrials
Holdings as of Feb 28, 2025 | The top 98 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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