Strategy Return v/s Benchmark -
(As on 31 Jul 2026)
Strategy Return v/s Benchmark -
(As on 31 Jul 2026)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-1.88%
2.19%
3 Months
11.92%
3.78%
6 Months
17.49%
1.99%
1 Years
9.72%
2.98%
2 Years
5.33%
0.42%
3 Years
--
--
5 Years
--
--
Since Inception (22 Apr 2024)
6.83%
7.15%
Scheme Details
Information not available
NAV
11.6212
as on 31 Jul 2026
AUM (in Cr.)
104.19
as on 31 Jul 2026
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: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
- Scrips Percentage
- EPL Ltd 4.78%
- Welspun Corp Ltd 3.89%
- Cartrade Tech Ltd 3.77%
- Cash & Cash Equivalent 3.69%
- Senco Gold Ltd 3.65%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 3.69%
- Debt 0%
- Derivative 0%
- Equity 96.31%
- 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)
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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Axis - Emerging Stars Portfolio
Return for 1Year
Strategy
9.72%
Benchmark
2.98%
Return for 1Year
Strategy
9.72%
Benchmark
2.98%
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