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: NIFTY 50 Total Return Index

1 Month

-0.4%

0.03%

3 Months

4.39%

2.86%

6 Months

10.64%

12.51%

1 Years

29.16%

23.02%

2 Years

22.59%

17.86%

3 Years

14.79%

14.45%

5 Years

15.68%

14.95%

Since Inception (27 Jan 2017)

12.75%

15.43%

Scheme Details

Axis ‘Brand Equity’ Portfolio is a compact portfolio investing in equity that endeavors to achieve long term capital appreciation through investment in companies with ‘strong brands.’ The allocation will consist of best ideas within this space.While the portfolio will consist of bottom-up best ideas, portfolio construction will target reasonable diversification across sectors. Investments will be across market capitalizations.


NAV

24.13

as on 31 May 2024

AUM (in Cr.)
1275

as on 31 May 2024

Category
Equity: Multi Cap

Inception Date
27 Jan 2017


Benchmark Name

NIFTY 50 Total Return Index

Min. Investment

₹5,000,000

Fund Manager Name


Exit Load

1 Year :0% , 2year :0% , 3 Year : 0%
Top 5 Allocation
  • Scrips Percentage
  • ICICI Bank Ltd 6.14%
  • Mahindra & Mahindra Ltd 5.65%
  • Bharti Airtel Ltd 5.01%
  • Rategain Travel Technologies Ltd 4.75%
  • LIC Housing Finance Ltd 4.33%
Composition

Information not available

  • Fund Composition Percentage
  • Cash 5.93%
  • Debt 0%
  • Equity 94.07%
Fund Manager

Hitesh is the Head – Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.


Fund Manager AMC Name

Axis Asset Management Company Ltd

Fund Manager AUM

1410 Cr

Total funds being managed by the fund manager

3

Fund Manager started managing (From)

09 Aug 2022

Fund Manager started managing (To)

Till Date.

Mr.Trideep Bhattacharya has more than 20 years of experience in equities and portfolio management in India and other Asian Emerging Markets as well as developed equity markets. Before joining Axis AMC, he spent a significant amount of time as a portfolio manager at State Street Global Advisors, and also with UBS Global Asset Management in London. Mr. Trideep Bhattacharya has been a well-established stock-picker and sell-side analyst in various investor surveys like Institutional Investor and Asia Money. Mr. Trideep Bhattacharya holds a B.Tech. degree (Electrical Engineering) from IIT Kharagpur and M.B.A. (Finance) from S.P. Jain Institute of Management & Research. Mr.Trideep Bhattacharya has also been a charter holder of CFA Institute, the USA in the past.


Fund Manager AMC Name

Axis Asset Management Company Ltd

Fund Manager AUM

1354.8 Cr

Total funds being managed by the fund manager

2

Fund Manager started managing (From)

27 Jan 2017

Fund Manager started managing (To)

08 Aug 2022
About AMC

AXIS - Portfolio management philosophy is built on the timeless principles of protection and growth. While the desire to grow money is natural, we believe that there is more to investments than just that. In a dynamic market, environment customized wealth creation solutions are aimed at growing one's wealth and also crafting a bold future, investing in equity that endeavors to achieve long term capital appreciation through investment in companies with strong brands. The allocation will consist of the best ideas within this space. This is a distinctive approach that yields returns and propels towards a rewarding and bold future.


AMC Address

Axis House, 1st Floor, C-2, Wadia International Centre, , Pandurang Budhkar Marg, Worli, Mumbai, Maharashtra - 400025

AMC SEBI registration number

INP000003534

Axis - Brand Equity PMS

Return for 1Year

Strategy
29.16%

Benchmark
23.02%

Return for 1Year

Strategy
29.16%

Benchmark
23.02%


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Minimum Investment in a PMS Scheme is ₹50 lakhs

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