- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis AMC Customized Portfolio
₹85.64 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Axis Asset Management Company’s Axis AMC Customized Portfolio managed ₹85.64 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹85.64 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.29% | −5.57% | +3.28% |
| 3 months | +0.28% | −3.59% | +3.87% |
| 6 months | +19.16% | +8.07% | +11.09% |
| Since inception | +1.50% | −5.51% | +7.01% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity92.26%₹79.01 Cr
- Mutual funds4.24%₹3.63 Cr
- Cash and other3.50%₹3 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- ₹22.93 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis AMC Customized Portfolio returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.29%; 3 months: 0.28%; 6 months: 19.16%; Since inception: 1.50%.
How much does Axis AMC Customized Portfolio manage?
₹85.64 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Axis AMC Customized Portfolio?
Axis Asset Management Company, a SEBI-registered portfolio manager (INP000003534), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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