Axis REIT and InvIT AIF
Axis Asset Management Company Limited
Fund profile
About the Fund
The Axis REIT and InvIT AIF is an open-ended Category III Alternative Investment Fund focused on listed Real Estate Investment Trusts (REITs) and listed or privately listed Infrastructure Investment Trusts (InvITs). It aims to provide exposure to income-generating real estate and infrastructure assets, leveraging opportunities in rental income, infrastructure cash flows and long-term asset growth. The fund may also invest in eligible debt securities and use derivatives, subject to its investment framework. Investments are subject to market risks, and returns are not guaranteed.
Source: User-supplied Axis REIT and InvIT AIF summary.
Key metrics
Investment focus
REITs and InvITs
Minimum investment
₹1 Cr
Upfront contribution
100% of commitment
Income sources
Rental income and infrastructure cash flows
Investment approach
Income and asset appreciation
Structure
Open ended
Source-verified detail
Key Information
Fund manager
Sourajeet Kar
Investment manager
Axis Asset Management Company Limited
SEBI category
Category 3
Strategy
Real Estate and Infrastructure
Asset exposure
Real estate and infrastructure
Management fee
1.5%
Lock-in period
18 months
Initial drawdown
100% of the commitment amount
Status
Active
Data as of
October 2026
Source: Axis REIT and InvIT AIF factsheet and presentation, pages 1–2 · Data as of October 2026.
Disclosed figures
InvIT Market Asset Base
InvIT Market Asset Base (market context, not fund holdings)
InvIT asset-base figures are market context from the factsheet, not this fund’s portfolio allocation. Disclosed shares total 99%; no missing share is inferred. Specific fund AUM and historical fund returns are not disclosed.
Axis Asset Management Company Limited
About the Fund Manager
Sourajeet Kar
Fund Manager – Debt PMS, Alternates by Axis AMC
Sourajeet Kar, CFA, is currently Fund Manager – Debt PMS at Alternates by Axis AMC, managing approximately ₹11,500 crore in assets. He previously led Fixed Income Investment Strategy at Burgundy Private, Axis Bank, and worked at ICICI Bank in capital markets and custody. His experience also includes equity research at Senora Advisors and global investment research at Goldman Sachs. His expertise spans fixed-income investments, portfolio management, capital markets and financial analysis.
- Qualification
- CFA Institute Charterholder
- Expertise
- Fixed income and portfolio management
- Previously
- Burgundy Private, Axis Bank
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