- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Brand Equity Portfolio
+4.51%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Axis Asset Management Company’s Axis Brand Equity Portfolio returned 4.51% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹749 crore across its clients.
Key numbers
- AUM
- ₹749 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.85% | −6.03% | +2.18% |
| 3 months | +1.02% | −4.91% | +5.93% |
| 6 months | +23.08% | +2.13% | +20.95% |
| 1 year | +4.51% | −7.09% | +11.60% |
| 2 years | −4.01% | −5.29% | +1.28% |
| 3 years | +6.47% | +6.06% | +0.41% |
| 4 years | +9.84% | +8.48% | +1.36% |
| 5 years | +7.47% | +6.38% | +1.09% |
| Since inception | +10.16% | +11.88% | −1.72% |
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 equity89.46%₹670 Cr
- Cash and other10.54%₹78.92 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.25 Cr
- Outflow, Sep 2026
- ₹23.45 Cr
- Net, Sep 2026
- −₹22.20 Cr
- Net, FY to date
- −₹116 Cr
- Turnover, month
- 0.14×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Brand Equity Portfolio returned?
4.51% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.85%; 3 months: 1.02%; 6 months: 23.08%; 1 year: 4.51%; 2 years: −4.01%; 3 years: 6.47%; 4 years: 9.84%; 5 years: 7.47%; Since inception: 10.16%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 11.60 percentage points ahead.
How much does Axis Brand Equity Portfolio manage?
₹749 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 Brand Equity 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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