Max Life UL Sustainable Equity Fund

The sustainable equity fund primarily invests in equity stocks of companies that conduct business in an environmentally and socially responsible manner while maintaining high governance standards.

Being an equity-oriented scheme, this fund is prone to short-term volatility, hence it is suitable for long-term investors with high risk appetite.

Apart from equity stocks, the scheme can also invest a relatively smaller portion of its investible assets in various debt instruments such as money market papers/cash equivalents, Government Securities and Corporate bonds.

The scheme is required to maintain a minimum equity exposure of 70% at all times. The remainder 30% of the scheme’s portfolio can be invested in various money market instruments or equivalents. The exposure of this scheme towards corporate bonds and G-secs is capped at 20% for each of these types of debt investments.

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