Strategy Return v/s Benchmark -
(As on 28 Feb 2025)
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
21.35
as on 28 Feb 2025
AUM (in Cr.)
999.44
as on 28 Feb 2025
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: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
Top 5 Allocation
Composition
Information not available
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
1195.01 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
23rd Floor, One Lodha place, S. B. RoadLower Parel, Mumbai-400013
AMC SEBI registration number
INP000003534
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Axis - Brand Equity PMS
Return for 1Year
Strategy
-7.67%
Benchmark
1.89%
Return for 1Year
Strategy
-7.67%
Benchmark
1.89%
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