Axis Asset Management Company Limited • Equity
Axis Customized Portfolio is an equity portfolio management service (PMS) strategy run by Axis Asset Management Company Limited, launched on 4 Mar 2020. As of 30 Sep 2026, it manages ₹610 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.47% over 1 year, +13.01% over 3 years and +12.65% over 5 years (+15.45% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.81 percentage points ahead of its benchmark. Its 3-year return ranks 171st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹10 Crore. The strategy is managed by Naveen Kulkarni.
Ranked nearby on 3-year return: Consortium Securities Value PMS (+13.03%), Equirus Long Horizon Fund (+13.03%), The Great India Opportunity (+12.96%), Karma Wealth Builder (+12.93%).
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 | -1.58% |
| 3 Months | +0.74% |
| 1 Year | +8.47% |
| 3 Years | +13.01% |
| 5 Years | +12.65% |
| Since Inception | +15.45% |
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 Customized Portfolio has a 1-year return of +8.47%, a 3-year return of +13.01%, a 5-year return of +12.65% and +15.45% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Axis Customized Portfolio returned +12.65% against +8.91% for the BSE 500 TRI, 3.74 percentage points ahead. Over 3 years it returned +13.01% against +9.20%; Over 1 year it returned +8.47% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Axis Customized Portfolio's 3-year return of +13.01% ranks 171st as of 30 Sep 2026.
Axis Customized Portfolio is managed by Naveen Kulkarni at Axis. The strategy manages ₹610 Cr of client assets as of 30 Sep 2026.
Axis Customized Portfolio manages ₹610 Cr of client assets as of 30 Sep 2026.
The minimum investment for Axis Customized Portfolio is ₹10 Crore.
Axis Customized Portfolio was launched on 4 Mar 2020. It has a 6-year track record.
Description
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