Axis Asset Management Company Limited • Equity
Axis Core & Satellite Portfolio is an equity portfolio management service (PMS) strategy run by Axis Asset Management Company Limited, launched on 11 Nov 2019. As of 30 Sep 2026, it manages ₹82.93 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +9.04% over 1 year, +6.63% over 3 years and +8.25% over 5 years (+11.43% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.57 percentage points ahead of its benchmark. Its 3-year return ranks 139th 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: Edelweiss Focused Mid and Small Cap Portfolio - Series II (+6.88%), PGIM India Equity Portfolio Series II (+6.76%), 360 ONE Equity Large Cap Oriented (+6.57%), Narnolia Fusion Opportunity Fund (+6.54%).
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 | -4.61% |
| 3 Months | +0.38% |
| 1 Year | +9.04% |
| 3 Years | +6.63% |
| 5 Years | +8.25% |
| Since Inception | +11.43% |
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 Core & Satellite Portfolio has a 1-year return of +9.04%, a 3-year return of +6.63%, a 5-year return of +8.25% and +11.43% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Axis Core & Satellite Portfolio returned +8.25% against +6.38% for the Nifty 50 TRI, 1.87 percentage points ahead. Over 3 years it returned +6.63% against +6.06%; Over 1 year it returned +9.04% 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 Core & Satellite Portfolio's 3-year return of +6.63% ranks 139th as of 30 Sep 2026.
Axis Core & Satellite Portfolio is managed by Mr.B.Gopkumar, Naveen Kulkarni at Axis. The strategy manages ₹82.93 Cr of client assets as of 30 Sep 2026.
Axis Core & Satellite Portfolio manages ₹82.93 Cr of client assets as of 30 Sep 2026.
The minimum investment for Axis Core & Satellite Portfolio is ₹50 Lakhs.
Axis Core & Satellite Portfolio was launched on 11 Nov 2019. It has a 6-year track record.
Description
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