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Axis Securities - Contra
Axis Securities - Contra

Axis Securities - Contra

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 37
    Out of 163*
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PMS Bazaar
Portfolio age4 years, 9 months
-3.82%
-2.71%
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 31/07/2025)
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 (4.2%)
Allocation by Market Cap
Small Cap (37.04%)
Mid Cap (0.21%)
Large Cap (58.55%)
Sector Holdings
  • Financial Services27.12%
  • Consumer Services13.43%
  • Automobile and Auto Components12.58%
  • Healthcare7.48%
  • Telecommunication7.47%
Stock Holdings
  • Indus Towers Limited6.67%
  • Jio Financial Services Limited6.44%
  • Mahindra & Mahindra Ltd6.25%
  • Cash & Cash Equivalents5.97%
  • Indian Hotels Co. Ltd5.63%

bt_logoPORTFOLIO MANAGERS

Nishit Master
  • Manager Rank37 Out of 163
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM3352.95
  • Highest Return In 1 Yr2.4%
Profile

Other Schemes
  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹1,016.50 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 250
Fixed Fee
2.50%
Scheme Return
-0.42%
Benchmark Return
-2.71%
Aplhasense AI
AUM (₹ Cr)
₹15.16 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
168 Out of 250
Fixed Fee
2.50%
Scheme Return
-2.8%
Benchmark Return
-2.2%
Axis Securities - Contra
AUM (₹ Cr)
₹2,321.29 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 250
Fixed Fee
2.50%
Scheme Return
-3.82%
Benchmark Return
-2.71%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
2321.29
(As on Jul, 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)
₹2,321.29 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
216 Out of 250
Fixed Fee
2.50%
Scheme Return
-3.82%
Benchmark Return
-2.71%
Shade - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
-2.71%
Valcreate - Growing India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
2.50%
Scheme Return
2.84%
Benchmark Return
-2.71%
Factor Fund
AUM (₹ Cr)
₹245.46 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 250
Fixed Fee
1.50%
Scheme Return
2.69%
Benchmark Return
-2.71%
White Whale - North Star Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
2.64%
Benchmark Return
-2.77%
Right Horizons - Perennial
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
2.50%
Scheme Return
2.42%
Benchmark Return
-2.71%
*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 5038.79 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

5,038.79 (As on Jul, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Axis Securities - Growth
AUM (₹ Cr)
₹1,016.50 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 250
Fixed Fee
2.50%
Scheme Return
-0.42%
Benchmark Return
-2.71%
Kaizen
AUM (₹ Cr)
₹587.14 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
56 Out of 250
Fixed Fee
2.50%
Scheme Return
-0.51%
Benchmark Return
-2.71%
Aplhasense AI
AUM (₹ Cr)
₹15.16 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
168 Out of 250
Fixed Fee
2.50%
Scheme Return
-2.8%
Benchmark Return
-2.2%
Axis Securities - Contra
AUM (₹ Cr)
₹2,321.29 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 250
Fixed Fee
2.50%
Scheme Return
-3.82%
Benchmark Return
-2.71%
*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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