Axis PMS strategies
Axis runs 18 portfolio management strategies listed with APMI, managing ₹14,825 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Axis Hybrid Portfolio | Hybrid | N/A (No PMS strategy specifically named "Axis Hybrid Portfolio" by Axis Asset Management Company Limited was found.) | ₹9,840 Cr | — | — | 1.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | — |
| Axis Pure Contra Portfolio | Equity | Naveen Kulkarni | ₹1,444 Cr | +12.72% | +0.63 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Brand Equity Portfolio | Equity | Mr.B.Gopkumar | ₹801 Cr | +8.20% | -0.80 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Pure Growth Portfolio | — | Naveen Kulkarni | ₹758 Cr | +12.76% | +0.67 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Customized Portfolio | Equity | Naveen Kulkarni | ₹621 Cr | +14.03% | +1.94 pts | — | ₹10 Crore | Aug 2026 |
| Axis Kaizen Portfolio | — | Naveen Kulkarni | ₹493 Cr | +22.25% | +10.16 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Fixed Income Portfolio | Debt | — | ₹491 Cr | — | — | — | ₹50 Lakhs | — |
| AXIS Emerging Stars Portfolio | Equity | Mr.B.Gopkumar | ₹106 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Axis Core & Satellite Portfolio | Equity | Mr.B.Gopkumar | ₹89.97 Cr | +8.98% | -0.02 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis AMC Customized Portfolio | — | Nishit Master | ₹87.67 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Axis AMC Pure Contra Portfolio | — | Nishit Master | ₹41.91 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Axis Ethical Portfolio | — | Naveen Kulkarni | ₹16.38 Cr | +11.69% | -0.40 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Contrarian Portfolio | — | Naveen Kulkarni | ₹9.71 Cr | +15.76% | +3.67 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Select Nifty 50 Portfolio | — | Naveen Kulkarni | ₹9.48 Cr | +11.16% | +2.16 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Liquid Portfolio | Debt | — | ₹4.85 Cr | +6.78% | — | — | ₹50 Lakhs | — |
| Axis Growan Portfolio | — | Naveen Kulkarni | ₹4.29 Cr | +12.89% | +0.80 pts | — | ₹50 Lakhs | Aug 2026 |
| Axis Alphasense Adaptive Investing Portfolio | — | Naveen Kulkarni | ₹3.9 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Axis Retirement Portfolio | — | Naveen Kulkarni | ₹2.3 Cr | +7.37% | -4.72 pts | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS