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

AXIS's portfolio management strategy is grounded in the enduring tenets of capital preservation and wealth augmentation. While the aspiration for financial growth is intrinsic, our philosophy extends beyond this singular objective. In a fluid market landscape, tailored wealth creation strategies are designed not only to enhance financial assets but also to forge a secure and ambitious future. This involves strategic investments in equities of enterprises demonstrating robust brand equity, with the aim of achieving sustained long-term capital appreciation. The portfolio will comprise a curated selection of high-conviction opportunities within this investment universe. This differentiated methodology is engineered to generate competitive returns and pave the way for a prosperous and forward-looking financial trajectory.

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

Mr. Hitesh commenced his tenure at Axis AMC in 2022, assuming the role of Senior Vice President and Head of Listed Equity Alternatives. In this capacity, he oversees the Axis PMS portfolios and associated Category-III Alternative Investment Fund (AIF) strategies. Mr. Hitesh brings a distinguished career spanning over 25 years in portfolio management, investment banking, and equity research. Before his appointment at Axis AMC, he held the position of Head of Investments within the PMS division at Aditya Birla Mutual Fund. His prior professional engagements include serving as Executive Director and Portfolio Manager at Enam Asset Management, and as Senior Vice President and Co-Head of Institutional Research at Edelweiss Capital. During these roles, he managed substantial equity funds, authored comprehensive research reports, and was instrumental in executing numerous transactions across Mergers & Acquisitions (M&A), Initial Public Offerings (IPOs), and Investment Banking (IB) assignments, including those involving Restructuring and Delisting. Mr. Hitesh's research has been acknowledged through its inclusion in the book ‘Wall Street Research – Past Present & Future,’ co-authored by Harvard Business School Professors Boris Groysberg and Paul Healy, and published by Stanford Press. **Educational Qualifications:** Mr. Hitesh holds an MBA from Mumbai University. He has further augmented his expertise by completing the Advanced Management Program, Investment Management Program, and General Management Program at Harvard Business School, alongside the Executive Development Program from The Wharton School. He is also an alumnus of Harvard Business School and serves as an Advisor to the Board of the HBS Club of India.

Mr Sourajeet Kar

Fund Manager

Effective January 2025, Sourajeet Kar has been appointed as Fund Manager for Debt PMS at Axis AMC. Mr. Kar brings close to ten years of diversified experience in Investment Strategy, Banking, and Wealth Management, gained through significant roles at institutions including Axis Bank, ICICI Bank, and Blue-Sky Management Consultants. Previously, he served as Head of Investment Strategy (Fixed Income) at Burgundy Private, Axis Bank. His professional acumen encompasses Macroeconomics, Investment Strategy, and Portfolio Management. In his new capacity, Mr. Kar will direct the fund management operations for Fixed Income Investment Approaches, leveraging Duration and Credit strategies to enhance portfolio returns. He will also be responsible for the management of Axis Prime Factors AIF - I and the listed equities component of Axis Growth Avenues AIF - I. Mr. Kar holds a Bachelor of Science in Economics from St. Xavier's College, Kolkata, and an MBA in Finance from NMIMS Mumbai. He is also a CFA charter holder, certified by the 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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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