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Axis Securities - Contra
Axis Securities - Contra

Axis Securities - Contra

  • Axis Securities Ltd
  • MULTI CAP AND FLEXI CAP
  • 30
    Out of 164*
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Portfolio age4 years, 8 months
3.89%
3.68%
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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.97%)
Allocation by Market Cap
Small Cap (37.47%)
Mid Cap (0.19%)
Large Cap (56.37%)
Sector Holdings
  • Financial Services29.87%
  • Consumer Services13.02%
  • Automobile and Auto Components8.9%
  • Capital Goods8.19%
  • Telecommunication7.47%
Stock Holdings
  • Indus Towers Limited7.47%
  • Jio Financial Services Limited6.16%
  • Mahindra & Mahindra Ltd5.99%
  • Cash & Cash Equivalents5.97%
  • Mahindra & Mahindra Ltd.5.85%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank30 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM3505.2
  • Highest Return In 1 Yr8.53%
Profile

Other Schemes
  • table
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Compare
Axis Securities - Contra
AUM (₹ Cr)
₹2,462.39 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
118 Out of 250
Fixed Fee
2.50%
Scheme Return
3.89%
Benchmark Return
3.68%
Axis Securities - Growth
AUM (₹ Cr)
₹1,026.68 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
145 Out of 250
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
3.68%
Aplhasense AI
AUM (₹ Cr)
₹16.13 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
197 Out of 250
Fixed Fee
2.50%
Scheme Return
2.3%
Benchmark Return
3.7%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
2462.39
(As on Jun, 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)
₹2,462.39 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
118 Out of 250
Fixed Fee
2.50%
Scheme Return
3.89%
Benchmark Return
3.68%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
*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 5256.19 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

5,256.19 (As on Jun, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Axis Securities - Contra
AUM (₹ Cr)
₹2,462.39 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
118 Out of 250
Fixed Fee
2.50%
Scheme Return
3.89%
Benchmark Return
3.68%
Axis Securities - Growth
AUM (₹ Cr)
₹1,026.68 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
145 Out of 250
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
3.68%
Aplhasense AI
AUM (₹ Cr)
₹16.13 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
197 Out of 250
Fixed Fee
2.50%
Scheme Return
2.3%
Benchmark Return
3.7%
Kaizen
AUM (₹ Cr)
₹592.39 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
215 Out of 250
Fixed Fee
2.50%
Scheme Return
1.62%
Benchmark Return
3.68%
*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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