Duration
Strategy
Benchmark: NIFTY 50 Total Return Index
1 Month
2.39%
2.36%
3 Months
8.35%
2.28%
6 Months
10.6%
-2.98%
1 Years
2.51%
-0.43%
2 Years
-2.94%
0.06%
3 Years
7.68%
8.57%
5 Years
9.38%
10.41%
Since Inception (27 Jan 2017)
10.51%
12.97%
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
25.8595
as on 31 Jul 2026
AUM (in Cr.)
804.15
as on 31 Jul 2026
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
- Scrips Percentage
- Cash & Cash Equivalent 7.12%
- Mahindra & Mahindra Ltd 5.74%
- Eternal Ltd 4.45%
- EPL Ltd 4.26%
- Welspun Corp Ltd 4.22%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 7.12%
- Debt 0%
- Derivative 0%
- Equity 92.88%
- Hybrid 0%
- Others 0%
Fund Manager
Hitesh joined Axis AMC in 2022 as SVP & Head – Listed Equity Alternatives. He is responsible for managing the Axis PMS portfolios along with relevant CAT-3 AIF strategies. Hitesh has over 25 years of experience in portfolio management, investment banking and equity research. Prior to joining Axis AMC, he served as Head of Investments in the PMS business at Aditya Birla Mutual Fund. Hitesh has also worked with Enam Asset Management as Executive Director & Portfolio Manager and Edelweiss Capital as Senior VP & Co-Head of Institutional Research. He has managed large equity funds, authored research reports and executed a number of transactions in M&A, IPO and IB assignments that involved Restructuring and Delisting in his past roles. Hitesh has contributed his research to a book co-authored by two Harvard Business School Professors - ‘Wall Street Research – Past Present & Future’, co-authored by Prof. Boris Groysberg and Prof. Paul Healy, published by Stanford Press. Qualification:- MBA from Mumbai University, Hitesh has also completed Advanced Management Program, Investment Management Program, and General Management Program from the Harvard Business School and Executive Development Program from The Wharton School. Also, he is an alumnus of Harvard Business School and an Advisor to the Board of HBS Club of India.
Fund Manager AMC Name
Axis Asset Management Company Ltd
Fund Manager AUM
1038.25 Cr
Total funds being managed by the fund manager
4
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
2.51%
Benchmark
-0.43%
Return for 1Year
Strategy
2.51%
Benchmark
-0.43%
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