- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Ethical Portfolio
+2.06%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Ethical Portfolio returned 2.06% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹15.99 crore across its clients.
Key numbers
- AUM
- ₹15.99 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.34% | −5.57% | +3.23% |
| 3 months | +3.11% | −3.59% | +6.70% |
| 6 months | +18.74% | +8.07% | +10.67% |
| 1 year | +2.06% | −2.33% | +4.39% |
| 2 years | −6.66% | −3.93% | −2.73% |
| 3 years | +9.95% | +9.20% | +0.75% |
| 4 years | +11.14% | +11.22% | −0.08% |
| Since inception | +10.79% | +11.12% | −0.33% |
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 equity99.62%₹15.93 Cr
- Cash and other0.44%₹0.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹6.52 Cr
- Turnover, month
- 0.22×
- Turnover, past year
- 0.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Ethical Portfolio returned?
2.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.34%; 3 months: 3.11%; 6 months: 18.74%; 1 year: 2.06%; 2 years: −6.66%; 3 years: 9.95%; 4 years: 11.14%; Since inception: 10.79%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.39 percentage points ahead.
How much does Axis Ethical Portfolio manage?
₹15.99 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 Ethical 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app