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Axis Securities - Contra
Axis Securities - Contra

Axis Securities - Contra

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 28
    Out of 137*
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PMS Bazaar
Portfolio age5 years, 5 months
12.76%
-11.37%
Hurdle Rate**2.50%(Q)
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

bt_logoTRAILING PERFORMANCE

(As on 30/04/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.1%)
Allocation by Market Cap
Small Cap (37.28%)
Mid Cap (11.85%)
Large Cap (45.77%)
Sector Holdings
  • Financial Services28.37%
  • Automobile and Auto Components15.01%
  • Consumer Services11.18%
  • Telecommunication8.75%
  • Healthcare6.59%
Stock Holdings
  • Indus Towers Limited8.75%
  • Mahindra & Mahindra Ltd.6.57%
  • Cash & Cash Equivalents5.1%
  • Jio Financial Services Limited4.99%
  • Indian Hotels Co. Ltd4.94%

bt_logoPORTFOLIO MANAGERS

Naveen Kulkarni
  • Manager Rank75 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.35%
Profile

Other Schemes
  • table
  • Grid
Compare
Kaizen
AUM (₹ Cr)
₹550.54 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 270
Fixed Fee
2.50%
Scheme Return
14.12%
Benchmark Return
-11.37%
Axis Securities - Contra
AUM (₹ Cr)
₹1,937.94 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
129 Out of 270
Fixed Fee
2.50%
Scheme Return
12.76%
Benchmark Return
-11.37%
Axis Securities - Growth
AUM (₹ Cr)
₹912.67 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
220 Out of 270
Fixed Fee
2.50%
Scheme Return
9.14%
Benchmark Return
-11.37%
Aplhasense AI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
261 Out of 270
Fixed Fee
2.50%
Scheme Return
5.9%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1937.94
(As on Apr, 2026)
Inception Date
Nov 27, 2020
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

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
2.50%(Q)
Profit Sharing
20% Profit sharing above 2.50% hurdle(quarter)
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bt_logoINVESTMENT PHILOSOPHY

Objective

Benefit from mispricing in market with our unique contra strategy; investments in stocks that are either available at a discount valuation or have fallen prey to unexpected events that would have temporary impact on earnings.

Investment Approach

Benefit from mispricing in market with our unique contra strategy; investments in stocks that are either available at a discount valuation or have fallen prey to unexpected events that would have temporary impact on earnings.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Axis Securities - Contra
AUM (₹ Cr)
₹1,937.94 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
129 Out of 270
Fixed Fee
2.50%
Scheme Return
12.76%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Axis Securities Ltd
Axis Securities Ltd manages assets worth Rs 3958.31 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,958.31 (As on Mar, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Kaizen
AUM (₹ Cr)
₹485.52 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
13 Out of 269
Fixed Fee
2.50%
Scheme Return
-5.92%
Benchmark Return
-11.37%
Aplhasense AI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 269
Fixed Fee
2.50%
Scheme Return
-8.68%
Benchmark Return
-11.37%
Axis Securities - Growth
AUM (₹ Cr)
₹839.47 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
80 Out of 269
Fixed Fee
2.50%
Scheme Return
-9.68%
Benchmark Return
-11.37%
Axis Securities - Contra
AUM (₹ Cr)
₹1,728.37 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
189 Out of 269
Fixed Fee
2.50%
Scheme Return
-11.73%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Axis Securities - Contra?
The hurdle rate of Axis Securities - Contra is 2.50%(Q).
What is the fixed fee charged in Axis Securities - Contra ?
The fixed fee charged in Axis Securities - Contra is 2.50%.
What is the variable fee charged in Axis Securities - Contra ?
The variable fee charged in Axis Securities - Contra is 1.50%.
What is the profit sharing in Axis Securities - Contra ?
The profit sharing in Axis Securities - Contra is 20% Profit sharing above 2.50% hurdle(quarter).
What is the minimum investment in Axis Securities - Contra ?
The minimum investment in Axis Securities - Contra is ₹50 Lacs
What type of scheme is Axis Securities - Contra?
Axis Securities - Contra is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Axis Securities - Contra?
The inception date of Axis Securities - Contra is Nov 27, 2020.
What is the exit load of Axis Securities - Contra?
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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