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Axis Newgen India Fund – I AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark BSE 500 and has delivered a 1-year return of -0.80%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Axis Newgen India Fund – I AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Axis’s philosophy of quality and conviction-based investing.

Axis Newgen India Fund - I AIF Strategy or Investment Approach - AIF Details

Strategy Name

Newgen India Fund - I

Start Date

14 October 2022

Category

CAT III - LONG ONLY

Benchmark

BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr. Hitesh Zaveri

1 Yr. Return

-0.80%

3 Yr. Return

NA

5 Yr. Return

NA

Axis Newgen India Fund - I Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

2 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Axis Newgen India Fund - I AIF Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Axis Newgen India Fund - I AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Axis Newgen India Fund - I Alternative Investment Fund Strategy - Top 5 Sectors

Retailing

Not Disclosed

Construction Materials

Not Disclosed

Utility non electric

Not Disclosed

Media, Entertainment & Publication

Not Disclosed

Cement

Not Disclosed

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