At Axis, our portfolio management philosophy is built on the timeless principles of protection and growth. While wealth creation is a natural objective, we believe that true investing goes beyond mere returns. In a dynamic market environment, we focus on delivering customized wealth solutions that not only grow capital but also help shape a bold and secure financial future. Our equity investments aim for long-term capital appreciation by investing in companies with strong brands, robust fundamentals, and sustainable growth potential. Portfolio allocation is driven by high-conviction ideas within this universe, reflecting a distinctive and disciplined approach that seeks to generate consistent returns and empower investors toward enduring prosperity.
PMS Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
Brand Equity | Multi Cap & Flexi Cap | -11.82% | 7.47% | 11.68% | 16.02% | Jan 2017 |
Core and Satellite | Multi Cap & Flexi Cap | -10.30% | 5.44% | 12.38% | 15.16% | Nov 2019 |
Emerging Stars Portfolio | Small & Mid Cap | -5.50% | NA | NA | NA | Apr 2024 |
* Returns are as on 30th September 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
AIF Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
Newgen India Fund - I | Multi Cap & Flexi Cap | -8.53% | 8.70% | NA | NA | Oct 2022 |
* All performance above are as on 30th September 2025, * Above 1 year returns are in CAGR*
Fund Manager - PMS
Hitesh joined Axis AMC in 2022 as SVP and Head of Listed Equity Alternatives, overseeing the Axis PMS portfolios along with relevant Category-3 AIF strategies. He brings over 25 years of experience across portfolio management, investment banking, and equity research. Prior to Axis, he served as Head of Investments for the PMS business at Aditya Birla Mutual Fund and has held key roles at Enam Asset Management as Executive Director and Portfolio Manager, and at Edelweiss Capital as Senior VP and Co-Head of Institutional Research. Throughout his career, Hitesh has managed large equity funds, authored research reports, and executed numerous M&A, IPO, restructuring, and delisting transactions. He has also contributed to the book Wall Street Research – Past, Present & Future, co-authored by Harvard Business School professors Boris Groysberg and Paul Healy, published by Stanford Press. Hitesh holds an MBA from Mumbai University and has completed the Advanced Management Program, Investment Management Program, and General Management Program at Harvard Business School, as well as the Executive Development Program at The Wharton School. He is an alumnus of Harvard Business School and serves as an advisor to the board of the HBS Club of India.
23rd Floor, One Lodha Place, S. B. Road, Lower Parel, Mumbai - 400013 SEBI Reg No.: INP000003534