Axis - Core & Satellite PMS

Axis - Core & Satellite PMS

EQUITY MULTI CAP
A compact portfolio investing in equity and equity related instruments.
+11.33%
3Y annualised returns
+11.20%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
25 Nov '19
Total AUM
₹100.49Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.9%
Cash0.1%
₹100Cr
Equity market cap split
Small Cap58.3%
Large Cap27.8%
Mid Cap12.8%
₹100Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management

HZ
Hitesh Zaveri
Head – Listed Equity Alternatives
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About
Hitesh is the Head – Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.
Experience
Over 25 years of experience in portfolio management, investment banking, and equity research.
Investment philosophy
Manages PMS portfolios and CAT-3 AIF strategies, with a background in investment banking and equity research.
Previously worked at
  • Aditya Birla Mutual Fund
  • Edelweiss Capital
  • Enam Asset Management
Awards
  • Executed numerous M&A, IPO, restructuring, and delisting transactions in past roles.

TB
Trideep Bhattacharya
Fund Manager
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About
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.
Experience
Over 20 years of experience in equities and portfolio management.
Investment philosophy
Equities and portfolio management across Indian, Asian, and developed markets.
Previously worked at
  • State Street Global Advisors
  • UBS Global Asset Management
Awards
  • Recognized as a well-established stock-picker and analyst in investor surveys by Institutional Investor and Asia Money.
PMS house
Axis Asset Management Company Ltd
Axis Asset Management Company Ltd
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