Strategy Return v/s Benchmark -
(As on 30 Nov 2025)
Strategy Return v/s Benchmark -
(As on 30 Nov 2025)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
0.96%
0.96%
3 Months
1.16%
6.57%
6 Months
-0.1%
5.62%
1 Years
-10.57%
6.27%
2 Years
5.58%
16.17%
3 Years
--
--
5 Years
--
--
Since Inception (10 Oct 2023)
8.11%
17.69%
Scheme Details
Stock investment endeavors to achieve consistent outperformance in the long term through diversified investment of ‘Winners’. The ‘Adaptive Investing’ strategy applies a unique approach to deliver alpha by applying equal exposure to ‘Core’ and ‘AlphaSense’ factors. The objective is to deliver returns that are significantly above the benchmark index BSE 500 TR which will translate into long term value creation.
NAV
11.8195
as on 30 Nov 2025
AUM (in Cr.)
10.78
as on 30 Nov 2025
Category
Equity: Multi Cap
Inception Date
10 Oct 2023
Benchmark Name
S&P BSE 500 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
- Scrips Percentage
- Marico Ltd 8.09%
- HCL Technologies Ltd 7.74%
- Anand Rathi Wealth Ltd 7.39%
- Eicher Motors Ltd 7.04%
- Hero MotoCorp Ltd 6.69%
Composition
Information not available
- Fund Composition Percentage
- Code 500%
- Description The server encountered an internal error and was unable to complete your request. Either the server is overloaded or there is an error in the application.%
- Name Internal Server Error%
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
3760.23 Cr
Total funds being managed by the fund manager
4
Fund Manager started managing (From)
10 Oct 2023
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
Powered by Finalyca
AXIS SECURITIES ALPHASENSE AI
Return for 1Year
Strategy
-10.57%
Benchmark
6.27%
Return for 1Year
Strategy
-10.57%
Benchmark
6.27%
Take the first step
towards wealth creation
Thank You for your interest!
We will connect the PMS provider with you shortly
You can discover our unique investment approach with
Axis Intellect