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Axis Emerging Stars Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Axis Emerging Stars Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL & MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -3.92%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Axis Emerging Stars Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Stars Portfolio

Start Date

22 April 2024

Category

SMALL & MID CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.96.97 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Hitesh Zaveri

1 Yr. Return

-3.92%

3 Yr. Return

NA

5 Yr. Return

NA

Axis Emerging Stars Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

18.28%

Top 5 Sectors%

70.96%

Portfolio Age

1 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Axis Emerging Stars Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Axis Emerging Stars Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

6.00%

Mid Cap

8.59%

Small Cap

74.42%

Cash & Equivalent

10.99%

Check out Business Opportunities with Similar Brands

Axis Emerging Stars Portfolio Strategy - Top 5 Sectors

Healthcare

8.31%

Information Technology

9.10%

Consumer

17.86%

Engineering & Capital Goods

25.19%

Finance

10.50%

Customer ratings and reviews of Axis Emerging Stars Portfolio PMS Strategy

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