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Axis Securities - Contra
Axis Securities - Contra

Axis Securities - Contra

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 29
    Out of 121*
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PMS Bazaar
Portfolio age5 years, 1 month
-0.2%
0.96%
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 31/12/2025)
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 (6.54%)
Allocation by Market Cap
Small Cap (30.48%)
Mid Cap (2.2%)
Large Cap (60.77%)
Sector Holdings
  • Financial Services23.75%
  • Automobile and Auto Components14.45%
  • Consumer Services12.59%
  • Telecommunication7.32%
  • Capital Goods6.45%
Stock Holdings
  • Indus Towers Limited7.32%
  • Mahindra & Mahindra Ltd.7.28%
  • Cash & Cash Equivalents6.54%
  • Jio Financial Services Limited5.94%
  • Indian Hotels Co. Ltd5.62%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank63 Out of 170
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM3152.67
  • Highest Return In 1 Yr0.98%
Profile

Other Schemes
  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹982.44 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
66 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.04%
Benchmark Return
0.96%
Axis Securities - Contra
AUM (₹ Cr)
₹2,160.19 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.2%
Benchmark Return
0.96%
Aplhasense AI
AUM (₹ Cr)
₹10.04 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.71%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
2160.19
(As on Dec, 2025)
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)
₹2,160.19 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
75 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.2%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*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 4700.83 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,700.83 (As on Dec, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹982.44 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
66 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.04%
Benchmark Return
0.96%
Axis Securities - Contra
AUM (₹ Cr)
₹2,160.19 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
75 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.2%
Benchmark Return
0.96%
Aplhasense AI
AUM (₹ Cr)
₹10.04 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.71%
Benchmark Return
0.96%
Kaizen
AUM (₹ Cr)
₹524.99 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
185 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.98%
Benchmark Return
0.96%
*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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