Strategy Return v/s Benchmark -
(As on 31 Oct 2024)
Strategy Return v/s Benchmark -
(As on 31 Oct 2024)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-0.66%
-6.45%
3 Months
2.94%
-3.58%
6 Months
8.29%
8.71%
1 Years
--
--
2 Years
--
--
3 Years
--
--
5 Years
--
--
Since Inception (22 Apr 2024)
7.85%
11.9%
Scheme Details
Information not available
NAV
10.79
as on 31 Oct 2024
AUM (in Cr.)
85.23
as on 31 Oct 2024
Category
Equity: Mid & Small Cap
Inception Date
22 Apr 2024
Benchmark Name
S&P BSE 500 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
- Cash and Equivalents 8.74%
- Rategain Travel Technologies Ltd 5.18%
- EPL Ltd 5.04%
- Just Dial Ltd 4.81%
- Newgen Software Technologies Ltd 4.53%
Composition
Information not available
- Fund Composition Percentage
- Cash 8.74%
- Debt 0%
- Equity 91.26%
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
1484.08 Cr
Total funds being managed by the fund manager
4
Fund Manager started managing (From)
22 Apr 2024
Fund Manager started managing (To)
Till Date.
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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Return for 1Year
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Return for 1Year
Strategy
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Benchmark
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