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Axis Hybrid Portfolio

Axis Asset Management Company Limited

9,797.78 CR AUM

Axis Hybrid Portfolio

Axis Hybrid Portfolio

Axis Asset Management Company Limited

9,797.78 CR AUM

Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
0yr 6mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
0yr 6mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

hitesh zaveri

Fund Manager
HYBRIDStrategies

Hitesh is the Head Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.

Hitesh is the Head Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.
Fund manager

b.gopkumar

Fund Manager
HYBRIDStrategies

MD & CEO of Axis Mutual Fund and also held leadership roles at Reliance Securities, Kotak Securities, and Kotak Mahindra Bank.

MD & CEO of Axis Mutual Fund and also held leadership roles at Reliance Securities, Kotak Securities, and Kotak Mahindra Bank.
1OF2

Purpose

To generate optimal risk adjusted return through a mix of fixed income, equity & hybrid instruments

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
0.57%
1M benchmark return
0.00%
Alpha
0.57%
1M Wealth multiple
1.01x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
0.57%
1M benchmark return
0.00%
Alpha
0.57%
1M Wealth multiple
1.01x

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