- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Core and Satellite Portfolio
+9.04%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Axis Asset Management Company’s Axis Core and Satellite Portfolio returned 9.04% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹82.93 crore across its clients.
Key numbers
- AUM
- ₹82.93 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.04×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.61% | −6.03% | +1.42% |
| 3 months | +0.38% | −4.91% | +5.29% |
| 6 months | +25.05% | +2.13% | +22.92% |
| 1 year | +9.04% | −7.09% | +16.13% |
| 2 years | −1.10% | −5.29% | +4.19% |
| 3 years | +6.63% | +6.06% | +0.57% |
| 4 years | +11.54% | +8.48% | +3.06% |
| 5 years | +8.25% | +6.38% | +1.87% |
| Since inception | +11.43% | +11.09% | +0.34% |
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 equity89.18%₹73.96 Cr
- Cash and other10.82%₹8.97 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹3 Cr
- Net, Sep 2026
- −₹2.99 Cr
- Net, FY to date
- −₹7.39 Cr
- Turnover, month
- 0.18×
- Turnover, past year
- 1.04×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Core and Satellite Portfolio returned?
9.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.61%; 3 months: 0.38%; 6 months: 25.05%; 1 year: 9.04%; 2 years: −1.10%; 3 years: 6.63%; 4 years: 11.54%; 5 years: 8.25%; Since inception: 11.43%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 16.13 percentage points ahead.
How much does Axis Core and Satellite Portfolio manage?
₹82.93 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 Core and Satellite 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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