Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | 20-22 |
| Investment Horizon | Medium to Long Term |
| Fund Managers | Trideep Bhattacharya |
Investment Philosophy
Buy companies with well-known brands that provide: long term competitive advantage, stellar management team and good corporate governance.
Brands are a result of: deep connect with the customer, Differentiated positioning, Distinguishable quality, Consistency in the delivery of good performance and Innovation.
Brands have a strong recall value. Companies with strong brands wield a unique bargaining card due to huge scale, high barriers for entry and strong pricing power. This enables large margins and huge growth potential. This results in consistent high returns over long terms.
AXIS PMS BENEFITS
- The advantages of Axis PMS’s portfolio management services are as follows:
- Axis PMS is a skilled and knowledgeable investment staff that offers customers’ money expert management. Additionally, they guarantee these top stocks are long-term investments with effective risk management.
- The clients receive regular portfolio monitoring services. Additionally, in order to give customers the best return possible, the business analyses their portfolios. The consumers receive a hassle-free service from Axis PMS. They provide clients top-notch customer service to help them with their problems.
- Investors get regular portfolio reports and updates. Additionally, they make it simple for clients to keep tabs on the success of the portfolio.
- It is possible to create a unique investing portfolio. • The organisation offers a variety of techniques and flexible investment programmes for the benefit of its clients.
Unique Feature
An investing approach called the “Axis brand equity portfolio” focuses on choosing businesses with significant “Brand equity.” Long-term capital growth is the goal of this approach.
This investing strategy stands out because it generates profits and has a promising future.
Firms are acquired under the Axis Brand equity PMS portfolio, which offers: • Sustainable Competitive Advantages: Investing in businesses that outperform rivals. Strong Management Team: The company’s management team must be capable of driving long-term success for the business. Corporate governance: The business must uphold moral behaviour and seek to advance the interests of all of its stakeholders.
This strategy’s portfolio’s investing approach is bottom-up, growth-oriented, and designed with “Buy and Hold” in mind.
This strategy’s time horizon is between three and five years in order to see a return. Only after waiting for a minimum of three years can an investor receive a return on their investment. The prospect of a higher return exists on the higher end of this range.
Outstanding outcomes have been demonstrated by Axis Brand Equity PMS Returns. The S&P BSE 200 Index serves as a benchmark for measuring the success of the portfolio built using this technique.
The first investment must be at least 50 lakhs, and subsequent investments must be in multiples of one lakh. Additionally, the minimum new contribution is 5 lakhs, with subsequent investments coming in multiples of 1 lakh.
Our approach to portfolio creation –
Long-term wealth creation through investment in companies with strong brands + Focused risk management =Axis Brand Equity Portfolio
Key pillars of axis approach –
Growth biased – focusing on sustainable growth
Look for quality businesses
Aim to deliver superior risk adjusted returns
High conviction investors
Bottom line
After reading the comments above, it is obvious that Axis PMS is the greatest PMS home out of all the ones on the market. It includes a broad variety of solutions that were developed to meet the various financial objectives of the clients.
The company’s professionals are quite adept at effectively managing the portfolio’s related risk. The business’s customer assistance system is likewise highly organised.
As a result, if you’re looking for a top-notch PMS house, you must include Axis PMS in your list of the top PMS residences.
Listen to expert conversations and investment insights anytime on Spotify.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Trideep Bhattacharya
Trideep Bhattacharya has 21 years of rich experience. He holds a B. Tech. (Electrical Engineering) from IIT Kharagpur and M. B. A. (Finance) from S. P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA.
Get In Touch With
Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.