Fund Snapshot
Axis Brand Equity PMS
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
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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.
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.
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.
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