Axis Max Life Insurance Sustainable Equity Fund

F00001DZHI
NAV / 1-Day Return
16.61 / -0.01%
Total Assets
4.4 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
—



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
60 0
Bond Holding
2 0
Other Holding
2 0
Total Holding
64 0
Equity Holdings
60
Bond Holdings
2
Other Holdings
2
Total Holdings
64
% Assets in Top 10 Holdings
42
Reported Turnover %
—
As of —
Women Directors %
20
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
7.47 May 31, 2022 330,470,061
INR Indian Rupee
24.24 18.80 — — Financial Services
HDFC Bank Ltd
6.86 May 31, 2022 303,227,169
INR Indian Rupee
27.61 — — — Financial Services
Bharti Airtel Ltd
4.30 May 31, 2022 190,077,421
INR Indian Rupee
41.74 — — — Communication Services
Bajaj Finance Ltd
3.17 May 31, 2022 139,973,693
INR Indian Rupee
24.09 — — — Financial Services
Reliance Industries Ltd
3.09 May 31, 2022 136,432,168
INR Indian Rupee
-13.85 — — — Energy
Mahindra & Mahindra Ltd
3.04 May 31, 2022 134,463,976
INR Indian Rupee
39.84 22.22 — — Consumer Cyclical
Shriram Finance Ltd
2.92 Jun 30, 2023 129,104,591
INR Indian Rupee
41.09 — — — Financial Services
Larsen & Toubro Ltd
2.70 May 31, 2022 119,232,851
INR Indian Rupee
-6.47 — — — Industrials
Zomato Ltd
2.68 Jul 31, 2023 118,586,964
INR Indian Rupee
10.50 — — — Consumer Cyclical
Maruti Suzuki India Ltd
2.63 May 31, 2022 116,436,200
INR Indian Rupee
-7.56 21.69 — — Consumer Cyclical
Holdings as of Feb 28, 2025 | The top 64 largest holdings are available for display across Equity, Bond and Other.
STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top