Axis Asset Management Company Limited • Hybrid
Axis Hybrid Portfolio is a hybrid portfolio management service (PMS) strategy run by Axis Asset Management Company Limited, launched on 14 Oct 2025. It manages ₹9,840 Cr of client assets and is benchmarked against the Nifty 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by N/A (No PMS strategy specifically named "Axis Hybrid Portfolio" by Axis Asset Management Company Limited was found.).
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 | +0.60% |
| 3 Months | +3.75% |
| Since Inception | +4.05% |
| management fee | 1.50% per annum, of the portfolio value calculated on daily weighted average method, payable quarterly (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure). |
| performance fee | 20% profit sharing above hurdle rate, with high watermark (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure). |
| hurdle rate | 2.50% per quarter / 10% per annum (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure). |
| exit load | 3% for 1st year, 2% for 2nd year, and 1% for 3rd year, applicable on the withdrawal amount (as per Axis Securities Limited's PMS). No Exit Load will be levied for the 4th year and onwards. |
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 Hybrid Portfolio has returned +4.05% since inception. Past performance is not indicative of future results.
Axis Hybrid Portfolio is managed by N/A (No PMS strategy specifically named "Axis Hybrid Portfolio" by Axis Asset Management Company Limited was found.) at Axis. The strategy manages ₹9,840 Cr of client assets.
Axis Hybrid Portfolio manages ₹9,840 Cr of client assets.
The fee structure for Axis Hybrid Portfolio includes: management fee: 1.50% per annum, of the portfolio value calculated on daily weighted average method, payable quarterly (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure).; performance fee: 20% profit sharing above hurdle rate, with high watermark (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure).; hurdle rate: 2.50% per quarter / 10% per annum (as per Axis Securities Limited's PMS 'Plan B - Hybrid Fee' structure).; exit load: 3% for 1st year, 2% for 2nd year, and 1% for 3rd year, applicable on the withdrawal amount (as per Axis Securities Limited's PMS). No Exit Load will be levied for the 4th year and onwards.
The minimum investment for Axis Hybrid Portfolio is ₹50 Lakhs.
Axis Hybrid Portfolio was launched on 14 Oct 2025.
Description
All Axis PMS strategies →Browse all PMS strategies in India →