Axis Brand Equity Portfolio is a compact portfolio investing in equity that endeavours to achieve long term capital appreciation through investment in companies with 'strong brands'. The allocation will consist of best ideas within this space. This is a distinctive approach that yields returns and propels you towards a rewarding and bold future.
THE PORTFOLIO SEEKS TO BUY BUSINESSES WITH STRONG BRANDS THAT PROVIDE
Sustainable Competitive Advantage
Investing in companies that outperform competitors
Capable Management Team
Leadership that drives growth
Good Corporate Governance
Serving the interests of all stakeholders, maintaining ethical practice
The performance of the Index versus the S&P BSE 200 Index over the period from April 2009 to July 2016 is as below:
|Parameter||India Brands Index||S&P BSE 200 Index|
|Objective||Long term capital appreciation through investment in companies with 'strong brands'.|
|Portfolio Construct||Compact Best Ideas Portfolio
Low-churn3-5 year investment horizon
|Benchmark||S&P BSE 200 Index|
|Minimum Initial Investment Amount||Rs. 25 lakhs & in multiples of Rs. 1 lakh thereafter|
|Minimum Additional Investment Amount||Rs. 5 lakhs & in multiples of Rs. 1 lakh thereafter|
Please refer to the PMS Term Sheet for the complete details on fees, termination charges and other Terms & Conditions.
The Portfolio Manager does not indicate any guarantee for capital/returns.