- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Contrarian Portfolio
−1.96%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Contrarian Portfolio returned −1.96% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹9.40 crore across its clients.
Key numbers
- AUM
- ₹9.40 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.84×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.15% | −5.57% | +2.42% |
| 3 months | −1.80% | −3.59% | +1.79% |
| 6 months | +12.93% | +8.07% | +4.86% |
| 1 year | −1.96% | −2.33% | +0.37% |
| 2 years | −6.10% | −3.93% | −2.17% |
| 3 years | +13.34% | +9.20% | +4.14% |
| 4 years | +17.36% | +11.22% | +6.14% |
| 5 years | +13.00% | +8.91% | +4.09% |
| Since inception | +16.80% | +13.97% | +2.83% |
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 equity98.40%₹9.25 Cr
- Cash and other1.60%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.04 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.84×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Contrarian Portfolio returned?
−1.96% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.15%; 3 months: −1.80%; 6 months: 12.93%; 1 year: −1.96%; 2 years: −6.10%; 3 years: 13.34%; 4 years: 17.36%; 5 years: 13.00%; Since inception: 16.80%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.37 percentage points ahead.
How much does Axis Contrarian Portfolio manage?
₹9.40 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 Contrarian 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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