Axis Liquid Portfolio is a debt portfolio management service (PMS) strategy run by Axis Asset Management Company Limited, launched on 30 Jul 2018. It manages ₹4.85 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +6.05% over 1 year, +6.78% over 3 years and +5.90% over 5 years (+3.73% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹4.85 Cr
3-year return
+6.78%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹4.85 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
30/07/2018
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.66%
3 Months
+3.10%
1 Year
+6.05%
3 Years
+6.78%
5 Years
+5.90%
Since Inception
+3.73%
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.
Frequently asked questions about Axis Liquid Portfolio
What are the returns of Axis Liquid Portfolio?
Axis Liquid Portfolio has a 1-year return of +6.05%, a 3-year return of +6.78%, a 5-year return of +5.90% and +3.73% since inception. Past performance is not indicative of future results.
What is the AUM of Axis Liquid Portfolio?
Axis Liquid Portfolio manages ₹4.85 Cr of client assets.
What is the minimum investment for Axis Liquid Portfolio?
The minimum investment for Axis Liquid Portfolio is ₹50 Lakhs.
When was Axis Liquid Portfolio launched?
Axis Liquid Portfolio was launched on 30 Jul 2018. It has a 7-year track record.