IndiaFirst Life Insurance IndiaFirst Sustainable Equity Fund

NAV / 1-Day Return

Total Assets

65.1 Mil

Inception Date

Feb 21, 2022

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Investment

14,839

Index

14,216

Returns

	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	26.25	11.07	-0.66
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	N/A
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 Class	Net	Short	Long	Cat.	Index
Equity	75.58	0.00	75.58	94.84	100.00
Fixed Income	0.00	0.00	0.00	0.23	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	13.44	0.03	13.47	4.26	0.00
Other	10.98	0.00	10.98	0.99	0.00

Stock Style

People

Inception Date

Feb 21, 2022

Number of Managers

Longest Tenure

2.1 Years

Average Tenure

2.1 Years

Advisor(s)

—

Management Team

Viraj Nadkarni

Mar 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	49	0
Bond Holding	0	0
Other Holding	10	1
Total Holding	59	1

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

Women Executives %

Holdings	% Portfolio Weight	First Bought	Market Value as of Mar 31, 2025	Cur Currency	Share Change %	1-Year Return	Forward P/E	Economic Moat	ESG Risk Rating Assessment	Sector
HDFC Bank Ltd	5.24	Apr 30, 2023	3,411,240	INR Indian Rupee	0.21 % Increase	26.07	—	—	—	Financial Services
Bharti Airtel Ltd	3.97	Apr 30, 2023	2,584,470	INR Indian Rupee	0.20 % Increase	37.48	—	—	—	Communication Services
Bajaj Finance Ltd	3.58	Oct 31, 2024	2,330,580	INR Indian Rupee	0.39 % Increase	33.66	—	—	—	Financial Services
Axis Bank Ltd	3.20	Apr 30, 2023	2,083,200	INR Indian Rupee	0.21 % Increase	2.57	—	—	—	Financial Services
Maruti Suzuki India Ltd	2.71	Sep 30, 2023	1,764,210	INR Indian Rupee	0.00	-5.70	22.32	—	—	Consumer Cyclical
Divi's Laboratories Ltd	2.33	Jan 31, 2025	1,516,830	INR Indian Rupee	0.38 % Increase	53.86	—	—	—	Healthcare
Bajaj Finserv Ltd	2.31	Sep 30, 2023	1,503,810	INR Indian Rupee	0.13 % Decrease	29.49	—	—	—	Financial Services
Hindustan Unilever Ltd	2.31	May 31, 2023	1,503,810	INR Indian Rupee	0.45 % Increase	6.67	—	—	—	Consumer Defensive
Dr Reddy's Laboratories Ltd	2.25	Feb 29, 2024	1,464,750	INR Indian Rupee	0.16 % Increase	-5.91	16.10	None	—	Healthcare
Tata Steel Ltd	1.97	Aug 31, 2023	1,282,470	INR Indian Rupee	0.10 % Increase	-13.32	—	—	—	Basic Materials

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
Money Market Instruments	13.47	8,768,970	—	—	—	—	—	—	—
Nippon India Etf Nifty It	3.76	2,447,760	—	—	—	—	—	—	—
Aditya Birla Sun Life Nifty Bank Etf	3.22	2,096,220	—	—	—	—	—	—	—
Kotak It Etf	2.86	1,861,860	—	—	—	—	—	—	—
Uti Nifty Bank Etf	0.19	123,690	—	—	—	—	—	—	—
Kotak Banking Etf	0.19	123,690	—	—	—	—	—	—	—
Nippon India Etf Nifty Bank Bees	0.19	123,690	—	—	—	—	—	—	—
Hdfc Nifty Bank Etf	0.19	123,690	—	—	—	—	—	—	—
Sbi-Etf Nifty Bank	0.19	123,690	—	—	—	—	—	—	—
Icici Prudential Nifty Bank Etf	0.19	123,690	—	—	—	—	—	—	—

Holdings as of Mar 31, 2025 | The top 59 largest holdings are available for display across Equity, Bond and Other.

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Management Team

Manager Timeline

Morningstar Risk & Return

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