- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Customized Portfolio
+8.47%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Customized Portfolio returned 8.47% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹610 crore across its clients.
Key numbers
- AUM
- ₹610 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.58% | −5.57% | +3.99% |
| 3 months | +0.74% | −3.59% | +4.33% |
| 6 months | +21.29% | +8.07% | +13.22% |
| 1 year | +8.47% | −2.33% | +10.80% |
| 2 years | −0.22% | −3.93% | +3.71% |
| 3 years | +13.01% | +9.20% | +3.81% |
| 4 years | +15.38% | +11.22% | +4.16% |
| 5 years | +12.65% | +8.91% | +3.74% |
| Since inception | +15.45% | +15.19% | +0.26% |
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 equity97.73%₹597 Cr
- Cash and other2.21%₹13.47 Cr
- Mutual funds0.05%₹0.29 Cr
- Debt0.02%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.38 Cr
- Outflow, Sep 2026
- ₹7.13 Cr
- Net, Sep 2026
- −₹0.75 Cr
- Net, FY to date
- ₹0.13 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Customized Portfolio returned?
8.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.58%; 3 months: 0.74%; 6 months: 21.29%; 1 year: 8.47%; 2 years: −0.22%; 3 years: 13.01%; 4 years: 15.38%; 5 years: 12.65%; Since inception: 15.45%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.80 percentage points ahead.
How much does Axis Customized Portfolio manage?
₹610 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 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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