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Axis Securities - Contra
Axis Securities - Contra

Axis Securities - Contra

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 33
    Out of 129*
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PMS Bazaar
Portfolio age5 years, 4 months
2.93%
0.45%
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 28/02/2026)
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 (4.52%)
Allocation by Market Cap
Small Cap (33.8%)
Mid Cap (20.39%)
Large Cap (41.29%)
Sector Holdings
  • Financial Services28.73%
  • Automobile and Auto Components15.11%
  • Consumer Services11.01%
  • Telecommunication8.49%
  • Healthcare6.5%
Stock Holdings
  • Indus Towers Limited8.49%
  • Mahindra & Mahindra Ltd.6.73%
  • Indian Hotels Co. Ltd5.15%
  • Jio Financial Services Limited5.07%
  • Cash & Cash Equivalents4.52%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank62 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr13.96%
Profile

Other Schemes
  • table
  • Grid
Compare
Axis Securities - Contra
AUM (₹ Cr)
₹1,994.16 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
42 Out of 263
Fixed Fee
2.50%
Scheme Return
2.93%
Benchmark Return
0.45%
Axis Securities - Growth
AUM (₹ Cr)
₹946.21 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 263
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
0.45%
Aplhasense AI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
130 Out of 263
Fixed Fee
2.50%
Scheme Return
0.6%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1994.16
(As on Feb, 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)
₹1,994.16 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
42 Out of 263
Fixed Fee
2.50%
Scheme Return
2.93%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 4469.27 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,469.27 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Kaizen
AUM (₹ Cr)
₹529.55 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
8 Out of 263
Fixed Fee
2.50%
Scheme Return
7.06%
Benchmark Return
0.45%
Axis Securities - Contra
AUM (₹ Cr)
₹1,994.16 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
42 Out of 263
Fixed Fee
2.50%
Scheme Return
2.93%
Benchmark Return
0.45%
Axis Securities - Growth
AUM (₹ Cr)
₹946.21 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 263
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
0.45%
Aplhasense AI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
130 Out of 263
Fixed Fee
2.50%
Scheme Return
0.6%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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