- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Kaizen Portfolio
+33.92%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Kaizen Portfolio returned 33.92% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹528 crore across its clients.
Key numbers
- AUM
- ₹528 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +2.10% | −5.57% | +7.67% |
| 3 months | +2.01% | −3.59% | +5.60% |
| 6 months | +30.85% | +8.07% | +22.78% |
| 1 year | +33.92% | −2.33% | +36.25% |
| 2 years | +7.28% | −3.93% | +11.21% |
| 3 years | +23.73% | +9.20% | +14.53% |
| Since inception | +23.65% | +10.84% | +12.81% |
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 equity94.34%₹498 Cr
- Cash and other5.61%₹29.59 Cr
- Mutual funds0.05%₹0.25 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹29.46 Cr
- Outflow, Sep 2026
- ₹5.50 Cr
- Net, Sep 2026
- ₹23.97 Cr
- Net, FY to date
- −₹97.81 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Kaizen Portfolio returned?
33.92% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 2.10%; 3 months: 2.01%; 6 months: 30.85%; 1 year: 33.92%; 2 years: 7.28%; 3 years: 23.73%; Since inception: 23.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 36.25 percentage points ahead.
How much does Axis Kaizen Portfolio manage?
₹528 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 Kaizen 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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