IndiaFirst Life Insurance IndiaFirst Sustainable Equity Fund

F00001DICS
NAV / 1-Day Return
14.49 / -0.69%
Total Assets
56.7 Mil
Inception Date
Feb 21, 2022
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Equity - ESG
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
26.25
11.07
-3.12
Category
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
15.89
N/A
Index
3.64
1.26
32.81
3.01
7.78
27.36
26.92
-1.73
21.81
14.61
-3.79
Quartile Rank
—
—
—
—
—
—
—
—
—
—
—
Percentile Rank
—
—
—
—
—
—
—
—
—
—
—
# of Invest. in Cat.
—
—
—
—
—
—
—
—
—
2
—
Category Name
—
—
—
—
—
—
—
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG
IN076 India Insurance Equity - ESG

Asset Allocation

Asset Class Investment Category Index
Equity 79.73 95.11 100.00
Fixed Income 0.00 0.28 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 7.88 3.85 0.00
Other 12.39 1.14 0.00
Investment as of Feb 28, 2025 | Category: Equity - ESG as of Feb 28, 2025 | Index: Morningstar India Sust NR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Feb 21, 2022
Number of Managers
1
Longest Tenure
2.0 Years
Average Tenure
2.0 Years
Advisor(s)
—

Management Team

Viraj Nadkarni
Mar 31, 2023 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
49 0
Bond Holding
0 0
Other Holding
11 0
Total Holding
60 0
Equity Holdings
49
Bond Holdings
0
Other Holdings
11
Total Holdings
60
% Assets in Top 10 Holdings
37
Reported Turnover %
—
As of —
Women Directors %
20
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
5.69 Apr 30, 2023 3,226,230
INR Indian Rupee
28.11 — — — Financial Services
Bharti Airtel Ltd
4.12 Apr 30, 2023 2,336,040
INR Indian Rupee
43.97 — — — Communication Services
Bajaj Finance Ltd
3.91 Oct 31, 2024 2,216,970
INR Indian Rupee
28.81 — — — Financial Services
Axis Bank Ltd
3.38 Apr 30, 2023 1,916,460
INR Indian Rupee
5.37 — — — Financial Services
Maruti Suzuki India Ltd
3.22 Sep 30, 2023 1,825,740
INR Indian Rupee
-3.19 22.08 — — Consumer Cyclical
Hindustan Unilever Ltd
2.56 May 31, 2023 1,451,520
INR Indian Rupee
2.51 44.05 — — Consumer Defensive
Divi's Laboratories Ltd
2.53 Jan 31, 2025 1,434,510
INR Indian Rupee
73.08 — — — Healthcare
Dr Reddy's Laboratories Ltd
2.52 Feb 29, 2024 1,428,840
INR Indian Rupee
-4.37 15.63 None — Healthcare
Bajaj Finserv Ltd
2.48 Sep 30, 2023 1,406,160
INR Indian Rupee
21.99 — — — Financial Services
IndusInd Bank Ltd
2.41 Jan 31, 2025 1,366,470
INR Indian Rupee
-55.76 44.64 Momentum — — Financial Services
Holdings as of Feb 28, 2025 | The top 60 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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