Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-4.53%
-6.45%
3 Months
-2.15%
-3.58%
6 Months
10.33%
8.71%
1 Years
31.71%
35.9%
2 Years
27.24%
22.04%
3 Years
19.93%
15.68%
5 Years
--
--
Since Inception (13 Jan 2021)
22.91%
19.33%
Scheme Details
Information not available
NAV
21.9
as on 31 Oct 2024
AUM (in Cr.)
965.49
as on 31 Oct 2024
Category
Equity: Multi Cap
Inception Date
13 Jan 2021
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
- Bharti Airtel Ltd 8.54%
- ICICI Bank Ltd 6.41%
- Gillette India Ltd 6.4%
- Indian Hotels Co Ltd 5.95%
- Aurobindo Pharma Ltd 5.94%
Composition
Information not available
- Fund Composition Percentage
- Cash 4.9%
- Debt 0%
- Equity 95.1%
Fund Manager
Naveen has over 17 years of experience in the financial services and telecom sectors. He is a CFA and FRM holder. Naveen is a frequent contributor to numerous financial media, including CNBC TV 18, ET Now and The Economic Times. He has been voted consistently amongst the top research analyst for telecom, consumer and strategy in various surveys conducted by Asian Money, Institutional Investors. His team was rated among the top 3 most improved brokerages by Asia Money survey 2016 and 2017.
Fund Manager AMC Name
Axis Securities Ltd
Fund Manager AUM
3346.23 Cr
Total funds being managed by the fund manager
4
Fund Manager started managing (From)
13 Jan 2021
Fund Manager started managing (To)
Till Date.
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
2996.15 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
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Axis Securities - Growth
Return for 1Year
Strategy
31.71%
Benchmark
35.9%
Return for 1Year
Strategy
31.71%
Benchmark
35.9%
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