Axis Asset Management Company Ltd – Portfolio Management Services (PMS)

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.

AUM (₹ Cr)

11212.9

Clients

1429

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Axis Asset Management Company Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Brand Equity Multi Cap & Flexi Cap -1.41% 10.62% 11.23% Jan 2017
Core and Satellite Multi Cap & Flexi Cap -1.47% 11.32% 10.95% Nov 2019
Emerging Stars Portfolio Small & Mid Cap -4.26% Apr 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Axis Asset Management Company Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Newgen India Fund - I

Multi Cap & Flexi Cap -2.03% Oct 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Hitesh Zaveri

Fund Manager - PMS

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.

Mr Sourajeet Kar

Fund Manager

Sourajeet Kar joined Axis AMC as a Fund Manager for Debt PMS, effective January 2025. Sourajeet brings nearly a decade of experience across Investment Strategy, Banking and Wealth Management having held key positions at Axis Bank, ICICI Bank and Blue-Sky Management Consultants. In his previous stint, he was the Head of Investment Strategy (Fixed Income) at Burgundy Private, Axis Bank. His expertise spans across Macroeconomics, Investment Strategy and Portfolio Management domains. In his new role, Sourajeet will oversee the fund management activities of the Fixed Income Investment Approaches, employing Duration and Credit strategies to optimize portfolio performance. Additionally, he will manage Axis Prime Factors AIF - I and the listed equities portfolio of Axis Growth Avenues AIF - I. Educational Qualification: Bachelor of Science in Economics from St. Xavier's College, Kolkata, and MBA in Finance from NMIMS Mumbai. He is also a CFA charter holder awarded by CFA Institute, USA.

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Regulatory Information

SEBI Registration: INP000003534

Registered Office: 23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai - 400013

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)