Scheme Detail
Strategy Return v/s Benchmark -
(As on 31 May 2024)
Strategy Return v/s Benchmark -
(As on 31 May 2024)

Duration

Strategy

Benchmark: S&P BSE 500 Total Return Index

1 Month

2.69%

0.83%

3 Months

12.07%

5.19%

6 Months

27.99%

17.75%

1 Years

59.08%

34.7%

2 Years

41.5%

23.27%

3 Years

29.53%

18.07%

5 Years

--

--

Since Inception (27 Nov 2020)

32.06%

22.78%

Scheme Details

Information not available


NAV

26.54

as on 31 May 2024

AUM (in Cr.)
1308.76

as on 31 May 2024

Category
Equity: Multi Cap

Inception Date
27 Nov 2020


Benchmark Name

S&P BSE 500 Total Return Index

Min. Investment

₹5,000,000

Fund Manager Name


Exit Load

1 Year: 3% , 2year : 2% , 3 Year : 1%
Top 5 Allocation
  • Scrips Percentage
  • Indus Towers Limited 6.86%
  • THOMAS COOK [I] LTD. 5.54%
  • Mahindra & Mahindra Limited 5.24%
  • The Indian Hotels Company Limited 4.53%
  • Vedanta Limited 4.41%
Composition

Information not available

  • Fund Composition Percentage
  • Cash 5.35%
  • Debt 0%
  • Equity 94.65%
Fund Manager

Mr. Nishit Master, through his diverse experience in both Buy side and Sell side firms brings in a fresh perspective on markets at Axis Securities. As Fund Manager, he is responsible for generating superior risk adjusted returns for customers as per their mandate. Nishit has more than 18 years of experience in the financial services industry and has worked with various companies like ING Investment Management, Kotak Mahindra Bank, Elara Capital, Reliance Securities, Anand Rathi, Motilal Oswal Financial Services etc. At Reliance Securities he was Senior Vice President and Head of Institutional Equities. His last assignment was with Emkay Global Financial Services as part of their Institutional broking team. Nishit is a FRM certificate holder and management graduate. He is an MBA from NMIMS, Mumbai and has an acute sense of understanding business models and picking outperformers amongst the investable universe.


Fund Manager AMC Name

Axis Securities Ltd

Fund Manager AUM

2032.47 Cr

Total funds being managed by the fund manager

2

Fund Manager started managing (From)

27 Nov 2020

Fund Manager started managing (To)

Till Date.
About AMC

A unique offering that empowers you to build a curated portfolio befitting your wealth needs. With managed accounts, you get the benefit of personalized, customized and economical portfolio management services at zero brokerage.


AMC Address

Piramal Realty, Agastya Corporate Park, Unit 002 A, Building A, Lal Bahadur Shastri Rd, Kamani, Junction, Kurla, Mumbai, Maharashtra

AMC SEBI registration number

INP000000654

Axis Securities - Contra

Return for 1Year

Strategy
59.08%

Benchmark
34.7%

Return for 1Year

Strategy
59.08%

Benchmark
34.7%


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