Axis PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Apr 13, 2023The Axis PMS company is the leading and top-notch PMS solution-providing company across the country. This content is going to acknowledge you about Axis portfolio management services, its strategies, types, benefits, charges, yearly returns, investment plans, commission models etc
Axis PMS – Ratings & Review by Top10StockBroker
| Axis PMS Ratings | |
| Returns Performance | 4.2 / 5 |
| Services | 4.1 / 5 |
| Charges | 3.3 / 5 |
| Experience | 3.9 / 5 |
| Strategies | 4.0 / 5 |
| Client Support | 3.8 / 5 |
| Overall Ratings | 3.8 / 5 |
| Star Ratings | ★★★★★ |
Overview of Axis Portfolio Management Services
The table given below is providing information about the overview of the Axis portfolio management service company.
| Overview | |
| Company Type | Public |
| Registered Location | Mumbai, Maharashtra |
| Leadership | Chandresh Nigam |
| Year of Establishment | 1996 |
Axis Bank is one of the renowned PMS solution-providing companies in India.
The Axis Bank was established by Mr Chandresh Nigam in the year 1996 and its headquarters are located in Mumbai, Maharashtra. The PMS company comes under the broking houses listed in the stock market and is registered under SEBI.
Portfolio Management Services is one of the best investment solutions Axis Bank provided to its clients. They are very good PMS players and are also popular for the same. The broking house also has a list of portfolio managers who manage the investment portfolios of their business.
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Types of Axis PMS
The table given below is providing details about the types of Axis PMS-
| Types of PMS | |
| Discretionary | Yes |
| Non-Discretionary | Yes |
The Axis PMS company offers Discretionary PMS and Non-Discretionary PMS both. Normally, a large number of clients go for discretionary because in this the account management is done through a portfolio manager. And some customers use to prefer consultancy to make strong and final decisions regarding investment.
Axis PMS Fund Managers Details
Find the entire details of the Axis PMS fund manager through the table given below-
| Fund Manager’s Details | |
| Name | Trideep Bhattacharya |
| Experience | 21 Years |
| Highest Qualification | MBA |
| AUM (in Cr.) | Approx 35,000 Cr. |
| Number of Clients | 520+ |
| Investment Tenure | Minimum 4 yr. |
Axis Portfolio Management Service providing companies normally have numerous fund managers for managing investment portfolios. But Mr Trideep Bhattacharya is expertise in the portfolio management sector, holding 21 years of working experience in it.
He is highly qualified in Management of Business Administration (MBA) and also has broad exposure to the investment portfolio management sector at several levels across the world.
The Axis PMS fund manager normally holds around Rs. 35000 Cr. of AUM and manages 520+ clients as well. For any client, Axis PMS offers minimum investment tenure of 4 years.
Know Fund Managers of Other Portfolio Management Service Companies
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| Angel Broking PMS | Axis PMS | DHFL Pramerica PMS | Edelweiss PMS |
Axis PMS Strategies
The table below is providing the entire details about Axis Portfolio Management Service Strategies-
| Strategies | |
| Axis – Brand Equity | MULTI CAP |
| Axis – Core and Satellite | MULTI CAP |
| Axis Securities – Contra | MULTI CAP |
| Axis Securities – Growth | MULTI CAP |
As shown in the above-given table Axis Portfolio Management Service provides several types of strategies. They usually make use of Large Cap Strategy, Diversified Strategy and Small-Mid Cap Strategy.
All these types of strategies are available for Axis PMS clients.
Here is a list of some basic strategies used by Axis Portfolio Management Service company.
Axis Brand Equity Strategy
Businesses that have chosen to invest in this strategy generally have strong brand recognition. Brands are chosen since, they endorse sustainable competitive advantage, capable management teams and good corporate governance.
For the collective idea, the theme is to indulge in a worthy investment-themed portfolio. The choice is a result of the brand’s capabilities of creating a bargaining power due to economies of scale, high entry barriers, strong pricing power and operating in or under penetrating markets.
The result is superior growth and margins. Therefore, the return generated is higher across all business cycles.
Axis Securities – Contra
A contra fund, as we know, is a Mutual Fund that operates against market trends and largely invests in equities that are not performing well present in the market. This way, the fund aims at making the investing while the stock is the negative levels and reap the inflation levels once it starts to rise.
With the entity, you get the freedom to choose your equity portfolio alongside having the backing of the entity.
Axis Securities – Growth
An innovatively designed portfolio to suit the requirements of investors thriving for long-term growth opportunities. The fund offers wide possibilities in varied areas for investors to explore.
Each stock is picked carefully to mould an effective bunch of equities and equity-related securities that will pillar the growth structure for the investor. The value of the portfolio is expected to rise over a period of time, generally long-term.
Axis PMS Returns / Performance
The table given below is providing the details about Axis portfolio management service performance and returns-
| Strategy | Axis – Brand Equity | Axis – Core and Satellite | Axis Securities – Contra | Axis Securities – Growth | |
| Category | MULTI CAP | MULTI CAP | MULTI CAP | MULTI CAP | |
| Return (CAGR) | 1M | -1.80% | -3.53% | 0.43% | 0.08% |
| 3M | 14.25% | 11.90% | 15.66% | 13.29% | |
| 6M | 3.11% | 1.42% | 4.60% | 6.39% | |
| 1Y | -1.51% | -3.96% | 6.05% | 7.52% | |
| 2Y | 22.84% | 19.45% | 39.84% | 32.28% | |
| 3Y | 13.01% | NA | NA | NA | |
| 5Y | 10.90% | NA | NA | NA | |
| Since Inception | 10.39% | 11.28% | 45.96% | 36.23% | |
| Inception Year | Jan 2017 | Nov 2019 | Jun 2020 | Jun 2020 | |
The rate of return of Axis PMS is very appealing. The Axis PMS has the capacity of beating around-plus years of Mutual Fund Returns.
The healthy return rate and best PMS performance have made Axis the best and most renowned booking company in the country.
Know the Returns of other PMS Brands
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| HDFC PMS | IDFC PMS | Karvy PMS | Credent Asset PMS |
| Pelican PMS | Centrum PMS | LIC PMS |
Axis PMS Investment Plans
The table given below is showing the details about the investment slabs of Axis PMS.
| Investment Plans | |
| Bronze (25L – 50L) | Yes |
| Silver (50L – 1 Cr.) | Yes |
| Gold (1 Cr. – 5 Cr.) | Yes |
| Platinum (5 Cr. Plus) | Yes |
A better understanding of Axis PMS investment plans is given in the above table. All the investment plans mentioned in the above table are available for existing Axis PMS clients. For any PMS solution-providing company, the minimum amount of Rs. 25L is required for investment.
Axis PMS has all the investment plans available for its customers. Its bronze investment slab starts from Rs. 25L-Rs. 50L. The Silver investment plan ranges from Rs. 50L- Rs. 1 Cr.
High investment plans include gold and platinum. The Gold investment slab typically ranges from Rs. 1Cr. to Rs. 5 Cr. And the platinum plan goes over Rs. 5 Cr.
Since this PMS has customized all the investment plans by keeping in mind the requirements of clients, it also has various commission modules. BHugeinvestments lead to a soothing service facility and low commission charges as well.
Axis PMS Fee Structure or Commission Slabs
The entire table given below is providing details about the types of Axis PMS commission slabs.
| Commission / Fees Structure | |
| Prepaid Commission | Yes |
| Volume% Commission | Yes |
| Profit Sharing% Commission | Yes |
Typically, the commission models are personalized into 3 different divisions.
Axis PMS Prepaid Commission
Under this commission model, the commission or management charges are paid priorly to before starting up of real tenure. As it is a prepaid model, the commission fees are imposed lower than in other commission models.
| Prepaid Commission (Yearly) | |
| Investment – 25L – 50L | 2% of Investment |
| Investment – 50L – 1 Cr. | 1.8% of Investment |
| Investment – 1 Cr. – 5 Cr. | 1.5% of Investment |
| Investment – 5 Cr. Plus | 1.2% of Investment |
The Axis PMS prepaid commission model has a dependency on the total investment amount.
If the investment starts from Rs. 25L- Rs. 50L then the commission charge will be 2% of the total investment amount. If it ranges between Rs. 50L to Rs. 1 Cr. the commission charge will be 1.8% of the total investment amount.
With high investment amounts like Rs. 1 Cr. to Rs. 5 Cr. the commission will likely be 1.5% of the investment value. And if the investment amount is more than Rs. 5 Cr then the commission fees will be 1.2% of the investment.
Axis PMS Volume% Commission
The volume % commission model is entirely dependent on the transactions that are done via the portfolio manager. This type of offer structure is dependent on investment aspects and market situation as well. This commission model leads to huge commission amounts.
| Volume% Commission (Yearly) | |
| Transaction Volume – 25L – 50L | 0.25% of the Total Transaction Volume |
| Transaction Volume – 50L – 1 Cr. | 0.23% of the Total Transaction Volume |
| Transaction Volume – 1 Cr. – 5 Cr. | 0.20% of the Total Transaction Volume |
| Transaction Volume – 5 Cr. Plus | 0.17% of the Total Transaction Volume |
Normally, the commission amount is charged according to two main things including the fund manager’s loyalty and the market situation.
If the annual transaction volume ranges from Rs. 25 lakhs to Rs. 50 lakhs then 0.25% of the total transaction volume is charged as management fees. If the transaction amount is between Rs. 50 lakh to Rs. 1 Cr. then 0.23 % of the total transaction volume is levied.
However, with extensive transaction value, the commission charges decrease. For example- if the transaction volume ranges from Rs. 1 Cr. to Rs. 5 Cr the management charges will be 0.20% of the total transaction amount. If it is more than Rs. 5 Cr. plus then the commission charges will be 0.17% of the total transaction volume.
Axis PMS Profit Sharing% Commission
The profit sharing % Commission model is extremely useful and suitable. As the investor has to pay management fees once the profit is received. In this commission model, the profit percentage is high and the risk is quite low.
| Profit Sharing% Commission (Yearly) | |
| Profit Amount – 2.5L – 5L | 33% of the Profit |
| Profit Amount – 5L – 10L | 31% of the Profit |
| Profit Amount – 10L – 50L | 28% of the Profit |
| Profit Amount – 50L Plus | 25% of the Profit |
The profit-sharing commission model comes in handy when an investor plans to invest because the model is dependent on portfolio performance. Normally, this commission model is offered to old clients or to clients having huge investment portfolios.
For an investment portfolio with a profit range of Rs. 2.5L- Rs. 5L, 33% of profit is to be shared. If the Portfolio with profit range between Rs. 5L- Rs. 10L, profit sharing will be 31%.
For a huge profit amount of Rs. 10L- Rs.50L, 28% of profit is to be paid. If the profit amount is more than 50 L then 25% of the profit is shared.
The above-mentioned commission models are convenient and customised as per the client’s requirements. Normally, with management and commission charges, various other charges like brokerage charges, upfront fees, custodian charges, exit load and depository charges are also levied by the company.
Know Charges models of other Portfolio Management Service Providers
Axis PMS Charges
The table given below is showing the charges levied by the Axis PMS house-
| Charges | |
| Management Fees | As per the commission model |
| Upfront Fees | 1.2% – 1.8% of Asset Value |
| Brokerage Charges | 0.02% – 0.05% of Total Transaction Value |
| Custodian Charges | 0.033% – 0.43% of Asset Value |
| Depository Charges | 0.16% – 0.21% of Asset Value |
| Exit Load – within 12 months | 1.5% – 2.5% of Withdrawal Value |
| Exit Load – post 12 months | Free or 0.8% of Withdrawal Value |
Here is the quick list of charges imposed by the Axis PMS house as follows-
- Management Fees– The management charges are levied as per the commission model and the agreement done between the client and the PMS team regarding the investment.
- Upfront Charges- upfront charges are also taken by the PMS team of Axis. The range of upfront charges is between 1.2% to 1.8% of the total asset value. They are taken as the prepaid amount.
- Brokerage Charges- Brokerage charges are levied based on all the transactions done via the fund manager or portfolio manager. The charges typically range between 0.02% to 0.05% of the total transaction value.
- Custodian Charges- Custodian charges are also taken from clients by the Axis PMS team. They normally range from 0.033%-0.43% of total asset value.
- Depository Charges- Depository charges fees normally range between 0.16% to 0.21% of total asset value.
- Exit Load charges- Exit load charges are charged annually. If the withdrawal is done within a year then the charges to be paid will be 1.5% to 2.5% of the total withdrawal value. If the withdrawal is done after a year then sometimes the charges will be 0.8% of the total withdrawal amount and sometimes it is free.
Axis PMS Benefits
The table given below is showing the details about the benefits of Axis PMS house.
| Benefits / Advantages | |
| Top-up Facility | Yes |
| Back office Reports | Yes |
| Email Update | Yes |
| SMS Update | Yes |
| Watsapp Update | No |
| Portfolio View | Yes |
| Detailed View | Yes |
| Flexible Commission Model | Yes |
| Flexible Investment Plans | Yes |
| Massive Experience | Yes |
Here is the complete list of advantages the Axis PMS house has
- The Axis PMS normally offer a Top-up facility to all its existing customers to provide high satisfaction.
- Axis PMS house also provides Back Office login access to all its clients, so that they can have a detailed view of their investment portfolios and reports anytime.
- Email and SMS update is also provided to all the Axis portfolio management service clients for betterment and convenience. Clients can get an update regarding all the transactions happening in their accounts.
- Axis PMS is also good at providing flexibility to its existing clients like its flexible commission models and flexible investment plans provide convenience in understanding everything easily.
- Asset Management house has massive experience of around 20 years which attracts a lot of clients regularly
Axis PMS Customer Care
The table given below is providing details about Axis portfolio management service customer care.
| Customer Care | |
| Call Support | Yes |
| Email Support | Yes |
| Chat Support | No |
| Whatsapp Support | No |
| Relationship Manager Support | Yes |
| Call to Fund Manager | Yes – 3 to 10 Times a month |
| Issue Resolving TAT | 7 working days |
Axis PMS Customer Care provides good support to all of its clients. It allows clients to directly call their portfolio manager it resolves any kind of issue. Email support is also given to all the clients for better understanding and convenience as well.
The Axis PMS also offers Relationship manager support to all of its existing clients so that the relationship between client and manager remains good. Clients with high net worth can call 10 times to their fund manager regarding any portfolio issue. And clients with low net worth can make calls to their fund manager a minimum of 5 times a month.
The query resolving TAT of Axis PMS company is only 7 working days.
Axis PMS Conclusion
As with the above information, it is clear that the Axis portfolio management service company is the best among all the PMS solution-providing companies. It has a really good range of strategies which has given an extremely amazing performance to their clients.
The flexible commission models and investment plans of the Axis PMS provide a lot of support and convenience to all of its clients or customers. Their services and support systems are also very favourable as well as well structured.
The Axis PMS solution should be at the top of your list if you are looking for the best stock broking and PMS service-providing company. The company has all the aspects you are looking for. All you need is to study its investment plans, types and commission modules for better understanding.
Axis PMS FAQs
How can I invest with Axis PMS?
To invest in the Axis PMS, all you have to do is open our article. Once you do so, you’ll find a small form which has some mandatory fields to fill in, once you fill in the fields you will be further given the details of the investment.
Who is the current fund manager of Axis PMS?
The company’s Axis Portfolio Management Business usually has several fund managers to handle investment portfolios. However, Mr Trideep Bhattacharya is a specialist in the portfolio management field and has 20 years of experience working in it. He is highly trained in Business Administration Management (MBA) and also has broad exposure at many levels around the world to the investment portfolio management market.
What is the approx AUM of Axis PMS?
Customarily, the Axis PMS fund manager keeps about Rs. 35000 Cr. AUM also handles 520+ customers. Axis PMS provides a minimum investment term of 3 years for any client.
Where can I check the return or performance of Axis PMS?
The returns and performance of Axis PMSares are available on the website. The success percentage is highly exciting and healthy for Axis PMS with good returns. It has beaten the return rate of mutual funds by more than 10 years. The stable and strong return rate makes the Axis company the best service provider for whatever service they are providing.
What are the different strategies used by Axis PMS?
There are many types of strategies provided by Axis Portfolio Management Service. The Big Cap Strategy, the Diversified Strategy and the Small-Mid Cap Strategy are typically used. The theme of the Axis Brand Equity Strategy is to engage in a worthy portfolio of investment themes. The option is the product of the ability of the brand to produce negotiating power due to economies of scale, high barriers to entry, powerful pricing power, and operating in or under-entering markets.
Where to find the fee structure and commission rate of Axis PMS?
The data regarding fee structure and commission rates are presented in this article. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of Axis PMS, the website provides the best references.
How to call or reach Axis PMS customer care?
The Axis PMS provides various services regarding customer care facilities. They facilitate providing the customers with the maximum ease. Therefore, facilities such as call numbers, WhatsApp and email are provided to reach the services.
What are the benefits of investing with Axis PMS?
Of all the PMS solution offering businesses, Axis portfolio management Service Company is the strongest. It has a very good range of tactics that have given its customers incredibly impressive results. The Axis PMS’ flexible commission models and investment plans provide all of its customers or clients with a lot of support and comfort. Their system of services and assistance is also very favourable and well organised. You should have the Axis PMS solution at the top of your list.
What are the different charges involved with Axis PMS?
Management Fees-Management fees are charged according to the commission model and the investment arrangement between the customer and the PMS team. Upfront Charges between 1.2 and 1.8 per cent Brokerage fees, based on all transactions made, Cand custodian Charges ranging from 0.033 per cent to 0.43 per cent of the total value of the asset, are some of the charges
Where can I find all the details about Axis PMS?
The data regarding all the details of Axis PMS is present on this page. It has also been provided with detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of Axis PMS can be located by the details which are provided on the website easily.
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