Axis Max Life India Sector Leaders Opportunities Fund

The Axis Max Life India Sector Leaders Opportunities Fund will make diversified equity investments across various sectors subject to applicable IRDAI regulations.

The fund will follow a stock selection process in which eligible companies from the BSE 500 Index universe are shortlisted and ranked within their respective sectors based on their average six-month daily total market capitalisation.

Existing constituents continue to be part of the fund portfolio as long as they remain among the top five companies in their sector on the basis of market capitalisation. To ensure adequate diversification, the fund selects up to a maximum of three companies from each sector, creating a portfolio of India's leading businesses without a high degree of concentration in any specific sector.

Once selected, the stocks are weighted using float-adjusted market capitalisation, with individual stock weights capped between 1% and 5%. Periodic rebalancing will be done to ensure that the fund portfolio continues to feature India's leading companies while maintaining balanced sector exposure. The Axis Max Life India Sector Leaders Opportunities Fund is expected to benefit from this approach by ensuring a diversified portfolio of stocks from various key sectors of the Indian economy.

The sectoral breakdown of any fund reflects the portfolio's diversification to mitigate risk. The Axis Max Life India Sector Leaders Opportunities Fund is expected to feature stocks in the top performing sectors in India. By providing meaningful exposure to various sectors of the Indian economy, policyholders can look forward to an optimal balance between risk and returns over the long term.

Check out some key sectors that the Axis India Sector Leaders Opportunities Fund is expected to invest in:

• Consumer Discretionary
• Financial Services
• Industrials
• Commodities
• Telecommunication

The Axis Max Life India Sector Leaders Opportunities Fund will be available to new and existing policyholders through various ULIP offerings of Axis Max Life Insurance. During the NFO period from 28 July to 9 August 2026, the fund will be available through ULIP plans such as the, Axis Max Life Online Savings Plan Plus, Axis Max Life Flexi Wealth Advantage Plan, Axis Max Life Smart Term with Additional Returns (STAR) ULIP, etc. After conclusion of the NFO period, the fund may be available through other Axis Max Life ULIP offerings.

The Axis Max Life India Sector Leaders Opportunities Fund is suitable for investors who want to create long-term wealth by investing in India's market-leading companies through a disciplined investment strategy.

Even though it features a risk rating of “Very High” primarily due to its high equity exposure, the Axis Max Life India Sector Leaders Opportunities Fund may be ideal for:

• Long-term investors seeking capital appreciation through exposure to equity investments that can potentially deliver high inflation-beating long-term returns.
• Individuals looking to add established companies such as sector leaders in their investment portfolio. This ensures that investments are made in companies with strong business fundamentals, resilient earnings, and proven performance across market cycles.
• Those seeking diversification, as the fund spreads investments across multiple sectors, reducing concentration risk while participating in different drivers of economic growth.
• Investors with a higher risk appetite who are comfortable with equity market fluctuations and are willing to remain invested over the long term. This can allow such individuals pursue sustainable wealth creation through a diversified portfolio of India's top domestic companies.

Axis Max Life Insurance offers a wide range of ULIP funds that provide investors with diversified exposure to different investment strategies and market segments through different investment approaches and strategies. A few popular ones include: