- Manager
- Axis Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Axis Retirement Portfolio
−9.84%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Axis Asset Management Company’s Axis Retirement Portfolio returned −9.84% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2.17 crore across its clients.
Key numbers
- AUM
- ₹2.17 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 | −5.79% | −5.57% | −0.22% |
| 3 months | −5.06% | −3.59% | −1.47% |
| 6 months | −1.49% | +8.07% | −9.56% |
| 1 year | −9.84% | −2.33% | −7.51% |
| 2 years | −8.69% | −3.93% | −4.76% |
| 3 years | +3.89% | +9.20% | −5.31% |
| 4 years | +4.85% | +11.22% | −6.37% |
| 5 years | +4.29% | +8.91% | −4.62% |
| Since inception | +5.14% | +10.13% | −4.99% |
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 equity85.25%₹1.85 Cr
- Cash and other14.75%₹0.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Axis Retirement Portfolio returned?
−9.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.79%; 3 months: −5.06%; 6 months: −1.49%; 1 year: −9.84%; 2 years: −8.69%; 3 years: 3.89%; 4 years: 4.85%; 5 years: 4.29%; Since inception: 5.14%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.51 percentage points behind.
How much does Axis Retirement Portfolio manage?
₹2.17 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 Retirement 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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