Axis Brand Equity Portfolio

To generate long term capital appreciation by investing in a diversified portfolio of equity instruments of companies with brands.

Portfolio Alpha (SI)

10.71%

Since Inception Return

Inception Date

27 Jan 2017

Benchmark

NIFTY 50 TRI

Investment Style

Brand Equity

No of Holdings

41 stocks

Strategy Type

Equity

Track Record

6+ years

Investment Objective & Approach

Brand Focus

Invests in companies with established and emerging brands

Sustainable Advantage

Seeks businesses with strong competitive advantages and good corporate governance

Diversified Portfolio

Target reasonable diversification across sectors and market capitalizations

Long-term Appreciation

Endeavors to achieve long term capital appreciation through bottom-up best ideas

Growth of Investment Value

Over 5 Years (Rebased to 100)

SI Return

10.71%

Benchmark

12.71%

Aims to generate consistent long-term returns.

TWRR Basis

Trailing Returns (%)

1 Year8.80%

2 Years-1.53%

3 Years8.20%

5 Years8.47%

Market Cap Exposure

MixMarket Cap

Large Cap

63.5%

Mid Cap

24.8%

Small Cap

6.6%

Cash & Others

5.1%

Sector Exposure

Top Sector: Capital Goods

Capital Goods36.9%

Financial Services20.6%

Consumer Services11.5%

Automobile9.2%

Others9.2%

Information Technology7.7%

Performance Overview

6 Months Return

14.3%

Strategy Return

-3.6%

Benchmark

3 Months Return

10.97%

Strategy Return

2.89%

Benchmark

Portfolio Attributes

Portfolio Beta

0.98

Sharpe Ratio

0.23

Standard Deviation

13.0%

Avg Market Cap

₹1,17,761 Cr

Who Should Invest?

Long-term investors (3+ years)

Moderate to High risk appetite

Investors seeking exposure to established and emerging brands

Investors looking for reasonable diversification across sectors

Top 10 Holdings

EPL Ltd

7.20%

Welspun Corp Ltd

5.96%

Mahindra and Mahindra Ltd

5.35%

Eternal Ltd (Zomato)

4.70%

Rategain Travel Technologies

3.94%

Sagility India Ltd

3.72%

ICICI Bank Ltd

3.36%

Granules India Ltd

3.11%

Ujjivan Small Finance Bank

3.08%

Apar Industries Ltd

2.91%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.