Axis Asset Management Company Ltd

AUM (Cr.)

1662.85

Clients

1565

Inv. Approach

As On Date

30 September 2025

Axis Asset Management Company (Axis AMC), part of the Axis Bank group, is one of India’s well-recognised investment management institutions offering a wide range of wealth creation solutions, including Portfolio Management Services (PMS) for high-net-worth individuals and institutional investors. Built on the philosophy of disciplined investing and long-term wealth creation, Axis AMC combines strong research capabilities with a structured investment approach to manage client portfolios in equity markets.

The PMS offerings by Axis AMC are designed for investors who seek professional management of their equity investments beyond traditional mutual funds. Unlike pooled investment products, PMS allows for a more customised portfolio where investments are tailored according to individual risk appetite, return expectations, and financial goals. Axis AMC leverages its in-house research team to identify high-quality businesses with sustainable growth potential, focusing on strong corporate governance, earnings visibility, and long-term compounding opportunities.

A key strength of Axis AMC PMS lies in its research-driven investment framework. The fund management team follows a bottom-up stock selection process, carefully analysing companies across sectors such as banking, consumption, technology, healthcare, and industrials. The aim is to build concentrated yet well-diversified portfolios that can outperform broader market indices over time. Risk management is another important pillar, with strict internal controls to ensure portfolio stability during volatile market cycles.

Axis AMC’s PMS strategies are typically structured around large-cap and multi-cap investment themes. These strategies are designed to capture India’s long-term growth story while maintaining a balance between stability and growth. The firm also places strong emphasis on liquidity, portfolio transparency, and regular client reporting, ensuring investors remain informed about their holdings and performance.

With the backing of Axis Bank’s financial ecosystem, Axis AMC benefits from strong brand trust, robust distribution reach, and deep market insights. This allows it to cater effectively to sophisticated investors who prefer professionally managed, goal-oriented equity portfolios.

Overall, Axis Asset Management Company PMS is positioned as a disciplined and research-focused wealth management solution. It is suitable for investors looking for customised equity exposure, long-term capital appreciation, and a structured investment approach managed by experienced professionals in India’s evolving capital markets.

PMS Investments

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 of 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 Investments

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*

Portfolio Managers

Mr. Hitesh Zaveri

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.

Axis Asset Management Company Ltd

PMS Investments

AIF Investments

Portfolio Managers

Mr. Hitesh Zaveri

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