Axis Brand Equity PMS

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About Company

Axis is one of the leaders in managing a large portfolio of companies in public markets. they have demonstrated capability in portfolio construction, portfolio management, and strong performance across their offerings. the Axis team has sourced and invested in a number of unlisted companies across multiple sectors (e.g. NSE, SBI General, Bikaji Foods, Fab India, etc.) which have delivered superior business performance over a period of time. Due Diligence | Portfolio Selection | Portfolio Monitoring | Exits

Fund Snapshot

Year of Inception 2017
Number of Stocks 20-22
Investment Horizon Medium to Long Term
Fund Managers Trideep Bhattacharya

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

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.

About Fund Manager

Trideep Bhattacharya, Senior Portfolio Manager

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. 

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.

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. 


  • 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.

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.