Axia Equity Opportunities Fund (AEOF) is an unconstrained, long-only fund with the flexibility to invest across public and private markets in India. A focused, long-term approach with a unique asset-light valuation framework guides a concentrated portfolio of 30–35 names.
To maximise long-term returns for our investors by identifying capital-efficient, compounding businesses — and the under-appreciated catalysts that can accelerate the accretion of their intrinsic value.
A balanced portfolio, fully invested across market cycles, where performance is a function of stock selection rather than macro timing. Management interests are fully aligned — a substantial part of the founder's liquid net worth is invested in the fund.