- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Growan Portfolio
+2.43%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Growan Portfolio returned 2.43% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹4.07 crore across its clients.
Key numbers
- AUM
- ₹4.07 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.29% | −5.57% | +2.28% |
| 3 months | −2.79% | −3.59% | +0.80% |
| 6 months | +14.59% | +8.07% | +6.52% |
| 1 year | +2.43% | −2.33% | +4.76% |
| 2 years | −0.38% | −3.93% | +3.55% |
| 3 years | +9.93% | +9.20% | +0.73% |
| 4 years | +13.70% | +11.22% | +2.48% |
| 5 years | +12.03% | +8.91% | +3.12% |
| Since inception | +13.79% | +10.86% | +2.93% |
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 equity96.56%₹3.93 Cr
- Cash and other3.44%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- −₹6.36 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Growan Portfolio returned?
2.43% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.29%; 3 months: −2.79%; 6 months: 14.59%; 1 year: 2.43%; 2 years: −0.38%; 3 years: 9.93%; 4 years: 13.70%; 5 years: 12.03%; Since inception: 13.79%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.76 percentage points ahead.
How much does Axis Growan Portfolio manage?
₹4.07 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 Growan 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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