Axis Max Life Dynamic Opportunities Fund

F00000H6ML
NAV / 1-Day Return
52.56 / -0.13%
Total Assets
5.2 Bil
Inception Date
May 02, 2008
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Balanced 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
3.85
8.46
16.23
3.61
7.46
15.57
12.47
3.50
17.86
20.91
-3.27
Category
2.48
8.84
15.57
1.69
8.36
12.73
13.97
2.70
14.36
10.10
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
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
19
21
46
21
75
21
74
23
13
2
—
# of Invest. in Cat.
91
95
95
93
75
90
91
89
87
89
—
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 46.67 0.00 46.67 48.30 –
Fixed Income 56.60 0.00 56.60 48.08 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash -3.27 3.60 0.33 2.38 –
Other 0.00 0.00 0.00 1.37 –
Investment as of Feb 28, 2025 | Category: Balanced Allocation as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
May 02, 2008
Number of Managers
3
Longest Tenure
16.8 Years
Average Tenure
16.8 Years
Advisor(s)
Axis Max Life Insurance Limited

Management Team

Saurabh Katariya
May 02, 2008 –Present
Naresh Kumar
May 02, 2008 –Present
Rohit Tandon
May 02, 2008 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
30 0
Bond Holding
41 0
Other Holding
1 1
Total Holding
72 1
Equity Holdings
30
Bond Holdings
41
Other Holdings
1
Total Holdings
72
% Assets in Top 10 Holdings
57
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
11
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
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Holdings as of Feb 28, 2025 | The top 72 largest holdings are available for display across Equity, Bond and Other.

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ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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