Axis Max Life Secure Plus Fund

Debt Fund
Low Risk
Last Updated: 26 Aug 2025
AUM: ₹225 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹32.92
-0.48%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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  • RSI
5.8% Annual returns
Secure Plus Fund
Performance Graph
As on 26/08/2025 
| Data Source - Value research
Fund Definition: The Fund aims to ensure higher security by mainly investing in sovereign papers, guaranteeing principal and interest repayment from the Indian government. It also invests in corporate bonds and money market instruments.

Returns (as on 26 Aug 2025)

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About Axis Max Life Secure Plus Fund

Axis Max Life Secure Plus Fund is a Debt Fund launched on 08-02-2017, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹225 Cr, with a Net Asset Value (NAV) of ₹32.92 (as of 26/08/2025).

Over time, Axis Max Life Secure Plus Fund has shown stable growth with 5.08% return in the last 1 year, 6.8 % CAGR over 3 years, 5.8 % CAGR over 5 years. For longer horizons, it has delivered 7.31 % CAGR over 7 years, 7.19 % CAGR over 10 years, Return Since Inception (RSI) of 7.57%, highlighting its consistent performance track record.

Highlights of Axis Max Life Secure Plus Fund

  • It is benchmarked against the Crisil Composite Bond, which delivered 6.79% in the same period.
  • The fund maintains a strong allocation with Debt holding: 98.13%, ideal for long-term growth.
  • Axis Max Life Secure Plus Fund has delivered 5.08% returns in the past 1 year, with a 3-year CAGR of 6.8% and a 5-year CAGR of 5.8%.
  • It offers solid long-term growth with 7.31% returns over 7 years and 7.19% returns over 10 years.
  • Since its launch on 08-02-2017, Axis Max Life Secure Plus Fund has achieved a Return Since Inception (RSI) of 7.57%.
  • Managed by Axis Max Life, Axis Max Life Secure Plus Fund is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from Axis Max Life

Fund name AUM sort icon 1Y sort icon
Axis Max Life
Growth Fund
₹7,725 Cr 1.93% Get Details
Max Life Discontinuance Fund Individual ₹5,472 Cr 6.16% Get Details
Axis Max Life
Balanced Fund
₹2,493 Cr 4.05% Get Details
Axis Max Life
Secure Fund
₹1,064 Cr 5.67% Get Details

Asset Allocation
Debt holding
Cash holding

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Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 28.84% 31.92% 15.08% Get Details
Aviva PSU 28.2% 31.4% 14.78% Get Details
Reliance Pension Energy Fund 2 22.38% 27.83% 17.25% Get Details
Reliance Life Energy Fund 2 21.93% 27.7% 17.13% Get Details
Reliance Life Energy Fund 1 22.23% 27.67% 17.07% Get Details
Aviva Infrastructure 4.59% 19.55% 26.15% 14.71% Get Details
Aviva Pension Infrastructure II 4.39% 19.34% 26.05% 14.4% Get Details
Reliance Life Midcap Fund 2 20.41% 25.6% 16.64% Get Details
Reliance Life Midcap Fund 1 19.55% 24.64% 16.13% Get Details
Reliance Pension Midcap Fund 2 19.36% 24.36% 15.96% Get Details
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AUM (Assets under management)
Debt:
₹221 Cr
Cash:
₹4 Cr
Fund Manager(s)
Richa Sharma

Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹78,558 Cr - Get Details
ICICI Prudential Life Maximiser Fund V ₹51,163 Cr - Get Details
SBI Life Midcap Fund ₹42,123 Cr - Get Details
HDFC Life Opportunities Fund ₹36,935 Cr - Get Details
SBI Life Bond Pension II ₹29,338 Cr 5.69% Get Details
SBI Life Balanced Fund ₹22,609 Cr 1.92% Get Details
SBI Life Bond Fund ₹19,241 Cr 6.54% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,870 Cr - Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹13,589 Cr - Get Details
SBI Life Equity Pension II ₹12,759 Cr - Get Details
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 0.49% 13.2% 16.45% 11.96% Get Details
ICICI Prudential Life Maximiser Fund V 4.96% 13.86% 18.39% 11.65% Get Details
SBI Life Midcap Fund 21.04% 24.5% Get Details
HDFC Life Opportunities Fund 17.76% 21.14% 14.56% Get Details
SBI Life Bond Pension II 3.42% 6.65% 5.37% 6.65% Get Details
SBI Life Balanced Fund 3.72% 9.69% 10.92% 10% Get Details
SBI Life Bond Fund 4.26% 6.98% 5.62% 7% Get Details
ICICI Prudential Life Multi Cap Growth Fund 2.71% 15.36% 18.12% 11.64% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 14.91% 18.26% 13.25% Get Details
SBI Life Equity Pension II 3.63% 11.89% 16.51% 12.23% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

Top ULIP Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
Tata AIA Life Top 200 Fund 3.99% 22.49% 28.6% 18.4% Get Details

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Frequently Asked Questions
Axis Max Life Secure Plus Fund
Axis Max Life Secure Plus Fund is a Debt Fund launched on 08-02-2017. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 26 Aug 2025, the Net Asset Value (NAV) of Axis Max Life Secure Plus Fund is ₹32.92.
Axis Max Life Secure Plus Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Secure Plus Fund is not Shariah-compliant.
Axis Max Life Secure Plus Fund has been in the market since 08-02-2017, providing a long and reliable performance history.

The Fund aims to ensure higher security by mainly investing in sovereign papers, guaranteeing principal and interest repayment from the Indian government. It also invests in corporate bonds and money market instruments.
Over the past year, Axis Max Life Secure Plus Fund has delivered a return of approximately 5.08% CAGR, making it a competitive performer.
Axis Max Life Secure Plus Fund is benchmarked against the Crisil Composite Bond, which delivered about 6.79% return in the same period. The fund has underperformed its benchmark in recent years.
The fund primarily allocates 98.13% to Debt holding, making it Conservative in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

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