MarketsSuper InvestorsAxis Max Life Insurance Limited A/C Reversionary Bonus Participating - Equity
AE

Axis Max Life Insurance Limited A/C Reversionary Bonus Participating - Equity

InsuranceDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹2,551 Cr
Today
+₹21.8 Cr +0.86%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-16.9%-4.4%JunSeptDecMarJun
This portfolio -16.9% NIFTY 50 -4.4%behind NIFTY by 12.5 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Healthcare65.4%
Information Technology20.8%
Financial Services12.6%
Banking1.2%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
50.7
Wtd ROE
13.3%
Holdings
5
By market cap
Large 57% Mid 42% Small 1%
Sold / trimmed last quarter
Holdings · 5
CompanyStakeValueTodayQ/QP/EROE
Max Healthcare Institute Ltd
MAXHEALTH · Healthcare
1.45%₹1,450.1 Cr+1.62%NEW69.414%
Sagility Ltd
SAGILITY · Information Technology
2.83%₹530.3 Cr-1.16%▼ -0.18pp20.310%
AAVAS Financiers Ltd
AAVAS · Financial Services
2.88%₹320.6 Cr-0.04%▲ +0.00pp17.014%
Concord Biotech Ltd
CONCORDBIO · Healthcare
1.52%₹219.1 Cr+1.95%▲ +0.00pp55.714%
Capital Small Finance Bank Ltd
CAPITALSFB · Banking
2.34%₹30.8 Cr+2.93%9.310%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Max Healthcare Institute Ltd1.45···
Sagility Ltd2.833.013.02·
AAVAS Financiers Ltd2.882.883.121.26
Concord Biotech Ltd1.521.521.521.52
Capital Small Finance Bank Ltd2.342.342.352.35

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.