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Axis Securities - Growth
Axis Securities - Growth

Axis Securities - Growth

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 83
    Out of 170*
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PMS Bazaar
Portfolio age5 years
-0.04%
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 (11.25%)
Allocation by Market Cap
Small Cap (30.68%)
Mid Cap (5.03%)
Large Cap (53.05%)
Sector Holdings
  • Healthcare15.85%
  • Telecommunication14.61%
  • Financial Services14.18%
  • Automobile and Auto Components13.42%
  • Fast Moving Consumer Goods6.71%
Stock Holdings
  • Cash & Cash Equivalents11.25%
  • Bharti Airtel Ltd.10.09%
  • Maruti Suzuki India Ltd.8.92%
  • ICICI Bank Ltd.6.25%
  • Indian Hotels Co. Ltd5.93%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank83 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
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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)
982.44
(As on Dec, 2025)
Inception Date
Jan 13, 2021
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

Portfolio is designed with Indian market growth story and high performing sectors and stocks which can benefit high growth in comparison to peers.

Investment Approach

Portfolio is designed with Indian market growth story and high performing sectors and stocks which can benefit high growth in comparison to peers.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹982.44 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
66 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.04%
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 - Growth?
The hurdle rate of Axis Securities - Growth is 2.50%(Q).
What is the fixed fee charged in Axis Securities - Growth ?
The fixed fee charged in Axis Securities - Growth is 2.50%.
What is the variable fee charged in Axis Securities - Growth ?
The variable fee charged in Axis Securities - Growth is 1.50%.
What is the profit sharing in Axis Securities - Growth ?
The profit sharing in Axis Securities - Growth is 20% Profit sharing above 2.50% hurdle(quarter).
What is the minimum investment in Axis Securities - Growth ?
The minimum investment in Axis Securities - Growth is ₹50 Lacs
What type of scheme is Axis Securities - Growth?
Axis Securities - Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Axis Securities - Growth?
The inception date of Axis Securities - Growth is Jan 13, 2021.
What is the exit load of Axis Securities - Growth?
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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