Mr. Jayesh Sundar- Fund Manager

Mr. Jayesh Sundar - Fund Manager
Fund Manager – Equity
AUM
₹ 37,292.67 Cr
Schemes
9
Experience
23 Years
About
Jayesh joined Axis Mutual Fund in September 2023 as Equity Fund Manager and would be responsible for managing the Axis Balanced Advantage Fund, Axis Retirement Savings Fund, and Axis Children’s Gift Fund, amongst others.Jayesh has over 20 years of work experience in Fund management and Equity research. He joins us from Aviva Life Insurance India (2012-2023), where he was responsible for managing the equity portfolios and leading a team of research analysts. He started his professional career with CRISIL in 2003 and since then, has also been associated with firms such as Tata Securities and IL&FS.Educational Qualification: Chartered Accountant from ICAI.

Mr. Jayesh Sundar-Fund Manager
Fund Manager – Equity
AUM
₹ 37,292.67 Cr
Schemes
9
Experience
23 Years
About
Jayesh joined Axis Mutual Fund in September 2023 as Equity Fund Manager and would be responsible for managing the Axis Balanced Advantage Fund, Axis Retirement Savings Fund, and Axis Children’s Gift Fund, amongst others.Jayesh has over 20 years of work experience in Fund management and Equity research. He joins us from Aviva Life Insurance India (2012-2023), where he was responsible for managing the equity portfolios and leading a team of research analysts. He started his professional career with CRISIL in 2003 and since then, has also been associated with firms such as Tata Securities and IL&FS.Educational Qualification: Chartered Accountant from ICAI.
| Scheme Name | Managing Since | Since Inception | 1 Year | 3 Years | 5 Years | ||||
|---|---|---|---|---|---|---|---|---|---|
| Annualised Return | Benchmark return | Annualised Return | Benchmark return | Annualised Return | Benchmark return | Annualised Return | Benchmark return | ||
| Axis Balanced Advantage Fund | 28-Sep-2023 | 10.15 | 9.30 | 1.30 | -1.65 | 13.00 | 7.81 | 11.17 | 7.80 |
| Axis Large Cap Fund | 04-Nov-2024 | 13.42 | 12.69 | -3.65 | -2.30 | 9.84 | 11.17 | 7.84 | 11.04 |
| Axis Conservative Hybrid Fund | 28-Sep-2023 | 8.55 | 8.22 | 0.76 | -0.36 | 7.08 | 6.37 | 6.81 | 6.14 |
| Axis Aggressive Hybrid Fund | 28-Sep-2023 | 10.66 | 10.90 | -0.77 | 0.48 | 10.44 | 10.70 | 9.09 | 9.83 |
| Axis Children’s Fund - Compulsory Lock-In | 28-Sep-2023 | 10.67 | 11.00 | -1.18 | -2.27 | 9.41 | 8.37 | 8.36 | 8.46 |
| Axis Children’s Fund - No Lock-In | 28-Sep-2023 | 10.88 | 11.00 | -1.18 | -2.27 | 9.56 | 8.37 | 8.54 | 8.46 |
| Axis Retirement Fund - Aggressive Plan | 24-Jan-2024 | 10.91 | 12.57 | -3.14 | 0.16 | 12.26 | 11.31 | 9.09 | 10.41 |
| Axis Retirement Fund - Dynamic Plan | 24-Jan-2024 | 11.96 | 11.88 | -3.05 | 0.48 | 12.92 | 10.70 | 10.07 | 9.83 |
| Axis Retirement Fund - Conservative Plan | 24-Jan-2024 | 8.80 | 8.72 | -1.48 | 1.56 | 8.60 | 8.12 | 7.11 | 7.35 |
Disclaimer : Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details. Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure. Click here to see Returns in SEBI Format
Disclaimer : Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details. Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure. Click here to see Returns in SEBI Format

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