Axis Asset Management Company Limited • Equity
Axis Brand Equity Portfolio is an equity portfolio management service (PMS) strategy run by Axis Asset Management Company Limited, launched on 5 Dec 2016. As of 30 Sep 2026, it manages ₹749 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +4.51% over 1 year, +6.47% over 3 years and +7.47% over 5 years (+10.16% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.41 percentage points ahead of its benchmark. Its 3-year return ranks 142nd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.B.Gopkumar, Naveen Kulkarni.
Ranked nearby on 3-year return: 360 ONE Equity Large Cap Oriented (+6.57%), Narnolia Fusion Opportunity Fund (+6.54%), PGIM India Phoenix Portfolio (+6.47%), PGIM India Core Equity Portfolio (+6.41%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.85% |
| 3 Months | +1.02% |
| 1 Year | +4.51% |
| 3 Years | +6.47% |
| 5 Years | +7.47% |
| Since Inception | +10.16% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAxis Brand Equity Portfolio has a 1-year return of +4.51%, a 3-year return of +6.47%, a 5-year return of +7.47% and +10.16% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Axis Brand Equity Portfolio returned +7.47% against +6.38% for the Nifty 50 TRI, 1.09 percentage points ahead. Over 3 years it returned +6.47% against +6.06%; Over 1 year it returned +4.51% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Axis Brand Equity Portfolio's 3-year return of +6.47% ranks 142nd as of 30 Sep 2026.
Axis Brand Equity Portfolio is managed by Mr.B.Gopkumar, Naveen Kulkarni at Axis. The strategy manages ₹749 Cr of client assets as of 30 Sep 2026.
Axis Brand Equity Portfolio manages ₹749 Cr of client assets as of 30 Sep 2026.
The minimum investment for Axis Brand Equity Portfolio is ₹50 Lakhs.
Axis Brand Equity Portfolio was launched on 5 Dec 2016. It has a 9-year track record.
Description
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