Max Life UL Life Growth Super Fund

As an equity-oriented scheme, a major portion of the investible assets of the scheme are invested in equity stocks of domestic companies.

The scheme is biased towards large capitalization stocks, i.e. NSE- listed Indian companies that are ranked in the top 100 on the basis of their free-float market cap.

The focus on large-cap equity investments by this scheme provides investors a balance between the growth potential of equities with the stability i.e. potentially low volatility of India’s largest companies.

The equity allocation in Max Life Growth Super Fund cannot be less than 70% at any point of time. As per the fund manager’s conviction and based on current market conditions, equity allocation of the scheme can be up to 100% of the fund portfolio. Apart from equities, Max Life Growth Super Fund can also invest in money market instruments or equivalents (max. 30%), G-Secs (max. 20%) and corporate bonds (max. 20%).

Note: Returns more than 1 year are CAGR returns. Above Fund Returns are after deduction of Fund Management Charges (FMC). Above returns are after deduction of Fund Management Charges (FMC) and as of 30 Sep, 2024. Past performance does not guarantee future returns.