Shriram Life - Maximus

F00000H4Z8
NAV / 1-Day Return
51.57 / -0.28%
Total Assets
2.0 Bil
Inception Date
Jul 03, 2006
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
—
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
3.43
6.38
17.11
-2.50
3.82
15.48
12.67
0.51
19.13
11.15
-2.09
Category
1.46
7.20
21.56
0.28
8.36
14.78
20.19
3.67
18.98
11.25
N/A
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
-0.70
Quartile Rank
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
—
Percentile Rank
23
70
85
77
92
46
98
96
46
45
—
# of Invest. in Cat.
66
65
66
65
63
51
51
51
45
55
—
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 66.36 0.00 66.36 72.02 0.00
Fixed Income 32.52 0.00 32.52 22.89 98.62
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.17 0.00
Cash 0.12 0.00 0.12 4.96 1.38
Other 1.00 0.00 1.00 0.40 0.00
Investment as of May 31, 2024 | Category: Aggressive Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 35+65 - Agg TR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jul 03, 2006
Number of Managers
2
Longest Tenure
3.5 Years
Average Tenure
2.2 Years
Advisor(s)
Shriram Life Insurance Company Limited

Management Team

Sanidhya Daga
Sep 30, 2021 –Present
Haresh Bhardwaj
Apr 30, 2024 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
42 0
Bond Holding
25 0
Other Holding
7 0
Total Holding
74 0
Equity Holdings
42
Bond Holdings
25
Other Holdings
7
Total Holdings
74
% Assets in Top 10 Holdings
31
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
Market Value as of May 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of May 31, 2024 | The top 74 largest holdings are available for display across Equity, Bond and Other.

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