Axis Emerging Stars Portfolio

EQUITY MID & SMALL CAP

+8.52%

1Y annualised returns

+3.64%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

22 Apr '24

Total AUM

₹107.08Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.1%

Cash2.9%

Equity market cap split

Small Cap76.6%

Mid Cap16.1%

Large Cap3.4%

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

1.00%

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