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Axis Securities - Growth
Axis Securities - Growth

Axis Securities - Growth

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 77
    Out of 168*
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PMS Bazaar
Portfolio age4 years, 10 months
2.42%
4.27%
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 31/10/2025)
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 (13.32%)
Allocation by Market Cap
Small Cap (32.09%)
Mid Cap (4.94%)
Large Cap (49.65%)
Sector Holdings
  • Healthcare15.44%
  • Financial Services14.16%
  • Telecommunication14.14%
  • Automobile and Auto Components10.8%
  • Fast Moving Consumer Goods6.94%
Stock Holdings
  • Cash & Cash Equivalents13.32%
  • Bharti Airtel Ltd.9.99%
  • ICICI Bank Ltd.6.13%
  • Maruti Suzuki India Ltd.6.11%
  • Ultratech Cement Ltd6.03%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank77 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM3275.33
  • Highest Return In 1 Yr3.69%
Profile

Other Schemes
  • table
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Compare
Axis Securities - Growth
AUM (₹ Cr)
₹1,007.02 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
198 Out of 251
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
4.27%
Axis Securities - Contra
AUM (₹ Cr)
₹2,256.54 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 251
Fixed Fee
2.50%
Scheme Return
1.49%
Benchmark Return
4.27%
Aplhasense AI
AUM (₹ Cr)
₹11.77 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 251
Fixed Fee
2.50%
Scheme Return
0.6%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1007.02
(As on Oct, 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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹1,007.02 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
199 Out of 251
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 4873.10 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,873.10 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Kaizen
AUM (₹ Cr)
₹547.52 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
142 Out of 251
Fixed Fee
2.50%
Scheme Return
3.46%
Benchmark Return
4.27%
Axis Securities - Growth
AUM (₹ Cr)
₹1,007.02 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
198 Out of 251
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
4.27%
Axis Securities - Contra
AUM (₹ Cr)
₹2,256.54 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 251
Fixed Fee
2.50%
Scheme Return
1.49%
Benchmark Return
4.27%
Aplhasense AI
AUM (₹ Cr)
₹11.77 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 251
Fixed Fee
2.50%
Scheme Return
0.6%
Benchmark Return
4.27%
*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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