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Axis - Brand Equity
Axis - Brand Equity

Axis - Brand Equity

  • Axis Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 101
    Out of 118*
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PMS Bazaar
Portfolio age8 years, 10 months
3.35%
4.62%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.11%)
Allocation by Market Cap
Small Cap (50.42%)
Mid Cap (13.91%)
Large Cap (34.56%)
Sector Holdings
  • Finance27.96%
  • Capital Goods, Engineering & Construction19.74%
  • Consumer14.33%
  • Autos & Logistics9.76%
  • Information Technology8.31%
Stock Holdings
  • Eternal Ltd5.77%
  • Mahindra and Mahindra Ltd5.14%
  • PNB Housing Finance Ltd4.54%
  • ICICI Bank Ltd4.49%
  • Bharti Airtel Ltd4.17%

bt_logoPORTFOLIO MANAGERS

Hitesh Zaveri
  • Manager Rank139 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM1199.74
  • Highest Return In 1 Yr-0.48%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹107.08 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
16 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹100.49 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
126 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹992.17 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
150 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹992.17 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
150 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Axis Asset Management Company Ltd
Axis Asset Management Company Ltd manages assets worth Rs 10899.79 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

10,899.79 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹107.08 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
16 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹100.49 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
126 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹992.17 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
150 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Axis - Brand Equity?
The hurdle rate of Axis - Brand Equity is 12.00%.
What is the fixed fee charged in Axis - Brand Equity ?
The fixed fee charged in Axis - Brand Equity is 2.50%.
What is the variable fee charged in Axis - Brand Equity ?
The variable fee charged in Axis - Brand Equity is 1.50%.
What is the profit sharing in Axis - Brand Equity ?
The profit sharing in Axis - Brand Equity is 20% Profit sharing above 12% Hurdle.
What is the minimum investment in Axis - Brand Equity ?
The minimum investment in Axis - Brand Equity is ₹50 Lacs
What type of scheme is Axis - Brand Equity?
Axis - Brand Equity is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Axis - Brand Equity?
The inception date of Axis - Brand Equity is Jan 27, 2017.
What is the exit load of Axis - Brand Equity?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.