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Axis - Brand Equity
Axis - Brand Equity

Axis - Brand Equity

  • Axis Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 111
    Out of 143*
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PMS Bazaar
Portfolio age9 years, 6 months
2.39%
2.36%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.12%)
Allocation by Market Cap
Small Cap (60.78%)
Mid Cap (6.03%)
Large Cap (26.07%)
Sector Holdings
  • Capital Goods15.47%
  • Financial Services11.78%
  • Automobile and Auto Components9.96%
  • Consumer Services8.99%
  • Information Technology7.47%
Stock Holdings
  • Cash & Cash Equivalents7.12%
  • Mahindra and Mahindra Ltd5.74%
  • Granules India Ltd4.97%
  • Rategain Travel Technologies Limited4.6%
  • Eternal Ltd formerly Zomato Limited4.45%

PORTFOLIO MANAGERS

Hitesh Zaveri
  • Manager Rank173 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM995
  • Highest Return In 1 Yr9.72%
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)
₹804.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹87.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹104.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
60 Out of 62
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
₹804.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
82 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Axis Asset Management Company Ltd
Axis Asset Management Company Ltd manages assets worth Rs 11566.13 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

11,566.13 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹804.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹87.00 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹104.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
60 Out of 62
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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.