Brand Equity

Axis Asset Management Company Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
27 January 2017
Min. Investment
₹50,00,000
AUM (Cr.)
₹889.82
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The portfolio seeks to buy businesses with strong brands that provide, Sustainable competitive advantage, Capable Management Team, Good Corporate governance.The allocation will consist of best ideas within this space. Portfolio construction will target reasonable diversification across sectors.

Investment Objective

Axis ‘Brand Equity’ Portfolio is a compact portfolio investing in equity that endeavors to achieve long term capital appreciation through investment in companies with ‘strong brands' across all market capitalization.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.06% -0.28% -1.78%
3 MONTHS 1.04% 6.33% -5.29%
6 MONTHS -3.01% 2.92% -5.93%
1 YEAR -1.41% 11.88% -13.29%
2 YEAR 4.22% 10.97% -6.75%
3 YEAR 10.62% 14.32% -3.70%
5 YEAR 11.23% 14.68% -3.45%
SINCE INCEPTION 10.64% 14.65% -4.01%

Calendar Year Performance

Year Return
CY 2025 -1.41%
CY 2024 10.17%
CY 2023 24.64%
CY 2022 2.02%
CY 2021 23.26%
CY 2020 16.11%
CY 2019 10.93%
CY 2018 -0.97%
CY 2017 14.86%

Financial Year Performance

Year Return
FY 26_YTD 10.31%
FY 25 -1.42%
FY 24 32.60%
FY 23 1.06%
FY 22 12.66%
FY 21 59.85%
FY 20 -17.48%
FY 19 4.86%
FY 18 11.78%
FY 17 -1.31%

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

Fund Managers

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.

Portfolio Details

Portfolio Composition

Large Cap
35.77%
Mid Cap
12.67%
Small Cap
48.55%
Cash & Equivalent
3.01%

Top 5 Holdings

  • Mahindra and Mahindra Ltd 5.58%
  • Eternal Ltd 5.15%
  • PNB Housing Finance Limited 4.75%
  • ICICI Bank Ltd. 4.58%
  • Sagility India Limited 4.41%

Top 5 Sectors

  • Financial Services 25.01%
  • Consumer Services 11.13%
  • Capital Goods 9.29%
  • Automobile and Auto Components 9.11%
  • Information Technology 8.06%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
24.47%
top 5 sectors percent
62.60%
average market cap
N/A
portfolio age
8 Yrs, 11 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)