Axis Asset Management Company Ltd
AUM (Cr.)
1814.90
No. of Clients
1676
No. of Investment Approach
4
As On
30 October 2024
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.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Brand Equity |
MULTI CAP | 25.73% | 20.25% | 12.77% | 15.75% | 13.08% |
Core and Satellite |
MULTI CAP | 19.36% | 19.49% | 12.20% | NA | 15.18% |
Emerging Stars Portfolio |
SMALL & MID CAP | NA | NA | NA | NA | 7.85% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Newgen India Fund - I |
CAT III - LONG ONLY | 22.32% | 21.19% | NA | NA | Jun 2021 |
* All performance above are as on 31st October 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Hitesh Zaveri
Fund Manager - PMS
AMC Registered Address
23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai - 400013
SEBI Reg No : INP000003534
AMC Investor Login Link
Click here
AMC Website Link
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.