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Axis - Core and Satellite
Axis - Core and Satellite

Axis - Core and Satellite

  • Axis Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 108
    Out of 146*
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Portfolio age6 years, 11 months
5.11%
-1.14%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.79%)
Allocation by Market Cap
Small Cap (77.29%)
Mid Cap (1.12%)
Large Cap (18.8%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
89.98
(As on Aug, 2026)
Inception Date
Nov 25, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
12.00%
Profit Sharing
20% Profit sharing above 12% Hurdle
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INVESTMENT PHILOSOPHY

Objective

Axis Core & Satellite Portfolio is a compact portfolio investing in equity and equity related instruments. The portfolio construction follows a core & satellite approach with an aim is to build a cycle agnostic portfolio of companies geared towards sustainable alpha generation.

Investment Approach

Core – Fundamentally Strong businesses with Strong Brand Presence, ‘Core’ part comprises strong brands, Businesses with sustainable competitive advantage driven by strong brands, The segment will offer an eclectic mix of Established, Emerging & Turnaround brands.

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PEER ANALYSIS

  • table
  • Grid
Compare
Axis - Core and Satellite
AUM (₹ Cr)
₹89.98 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
65 Out of 286
Fixed Fee
2.50%
Scheme Return
5.11%
Benchmark Return
-1.14%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Axis Asset Management Company Ltd
Axis Asset Management Company Ltd manages assets worth Rs 15433.43 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

15,433.43 (As on Aug, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Axis - Core and Satellite
AUM (₹ Cr)
₹89.98 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
65 Out of 286
Fixed Fee
2.50%
Scheme Return
5.11%
Benchmark Return
-1.14%
Emerging Stars Portfolio
AUM (₹ Cr)
₹106.31 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
17 Out of 64
Fixed Fee
2.50%
Scheme Return
4.93%
Benchmark Return
-0.09%
Axis - Brand Equity
AUM (₹ Cr)
₹801.25 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
140 Out of 286
Fixed Fee
2.50%
Scheme Return
2.61%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Axis - Core and Satellite?
The hurdle rate of Axis - Core and Satellite is 12.00%.
What is the fixed fee charged in Axis - Core and Satellite ?
The fixed fee charged in Axis - Core and Satellite is 2.50%.
What is the variable fee charged in Axis - Core and Satellite ?
The variable fee charged in Axis - Core and Satellite is 1.50%.
What is the profit sharing in Axis - Core and Satellite ?
The profit sharing in Axis - Core and Satellite is 20% Profit sharing above 12% Hurdle.
What is the minimum investment in Axis - Core and Satellite ?
The minimum investment in Axis - Core and Satellite is ₹50 Lacs
What type of scheme is Axis - Core and Satellite?
Axis - Core and Satellite is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Axis - Core and Satellite?
The inception date of Axis - Core and Satellite is Nov 25, 2019.
What is the exit load of Axis - Core and Satellite?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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