Axis PMS – Review, Strategies, Returns, Charges & more

The 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.

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Axis PMS – Customer Ratings & Review

Axis PMS Ratings
Returns Performance4.2 / 5
Services4.1 / 5
Charges3.3 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.8 / 5
Overall Ratings3.8 / 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 TypePublic
Registered LocationMumbai, Maharashtra
LeadershipChandresh Nigam
Year of Establishment1996

Axis PMS

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 are registered under SEBI.

Portfolio Management Services is one of the best investment solutions of Axis bank provided to its clients. They are very good PMS players and 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
    DiscretionaryYes
    Non-DiscretionaryYes

    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 totally done through portfolio manager. And some customers use to prefer consultancy in order to make strong and final decisions regarding the investment.


    Axis PMS Fund Managers Details

    Find the entire details of Axis PMS fund manager through the table given below-

    Fund Manager’s Details
    NameTrideep Bhattacharya
    Experience20 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx 35,000 Cr.
    Number of Clients520+
    Investment TenureMinimum 3 yr.

    Axis Portfolio Management Service providing company normally have numerous fund managers for managing investment portfolios. But Mr Trideep Bhattacharya is expertise in portfolio management sector, holding 20 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, the Axis PMS offers minimum investment tenure of 3 years.


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    Axis PMS Strategies

    The table below is providing the entire details about Axis Portfolio Management Service Strategies-

    Strategies
    MULTI CAPCORE & SATELLITE
    MULTI CAPBRAND EQUITY

    As shown in the above-given table that 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 the list of some basic strategies used by Axis Portfolio Management Service company.

    Axis Brand Equity Strategy

    Businesses chosen for investment under this strategy generally have strong brand recognition. Brands are chosen since, they endorse sustainable competitive advantage, capable management team and good corporate governance.

    For the collective idea, the theme is to indulge in worthy investment themed portfolio. The choice is a result of 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 end result is of superior growth and margins. Therefore, the return generated is in higher across all business cycles.

     


    Axis PMS Returns / Performance

    The table given below is providing the details about Axis portfolio management service performance and returns-

    CategoryMULTI CAPMULTI CAP
    StrategyCORE & SATELLITEBRAND EQUITY
    Return (CAGR)1M6.70%6.20%
    3M20.60%18.50%
    6M-0.60%-4.00%
    1YNA5.50%
    2YNA0.30%
    3YNA7.10%
    5YNANA
    SI-3.50%9.50%
    InceptionNov, 2019Jan, 2017

    The rate of return of Axis PMS is actually very appealing. The Axis PMS has the capacity of beating around ten plus years of Mutual Fund Returns.

    The healthy return rate and best PMS performance have made Axis the best and renowned booking company of the country.


    Know Returns of other PMS Brands

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    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

    The 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 their 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 the Axis PMS has customized all the investment plans by keeping in mind the requirements of clients, it also has various commission modules. Basically, huge investments 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 the details about the types of Axis PMS commission slabs.

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 before starting up of real tenure. As it is a prepaid model, the commission fees are imposed lower than other commission models.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L2% of Investment
    Investment  – 50L – 1 Cr.1.8% of Investment
    Investment – 1 Cr. – 5 Cr.1.5% of Investment
    Investment – 5 Cr. Plus1.2% 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 amount like Rs. 1 Cr. to Rs. 5 Cr. the commission will likely be 1.5% of 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 fees structure is dependent on investment aspects and market situation as well. This commission model leads to huge commission amount.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.25% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.23% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.20% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.17% of Total Transaction Volume

    Normally, the commission amount is charged according to two main things including- fund manager’s loyalty and the market situation.

    If the annual transaction volume ranges from Rs. 25 lakh to Rs. 50 lakh then 0.25% of 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 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 total transaction amount. If it is more than Rs. 5 Cr. plus then the commission charges will be 0.17% of 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 – 5L33% of Profit
    Profit Amount – 5L – 10L31% of Profit
    Profit Amount – 10L – 50L28% of Profit
    Profit Amount – 50L Plus25% of Profit

    Profit sharing commission model comes handy when an investor plans to invest because the model is totally dependent on the portfolio performance. Normally, this commission model is offered to old clients or to the 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 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 profit is shared.

    The above-mentioned commission models are convenient and customize 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

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    Axis PMS Charges

    The table given below is showing the charges levied by the Axis PMS house-

    Charges
    Management FeesAs per commission model
    Upfront Fees1.2% – 1.8% of Asset Value
    Brokerage Charges0.02% – 0.05% of Total Transaction Value
    Custodian Charges0.033% – 0.43% of Asset Value
    Depository Charges0.16% – 0.21% of Asset Value
    Exit Load – within 12 months1.5% – 2.5% of Withdrawal Value
    Exit Load – post 12 monthsFree or 0.8% of Withdrawal Value

    Here is the quick list of charges imposed by the Axis PMS house are 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 basically levied on the basis of all the transactions done via 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 its fees normally ranges between 0.16% to 0.21% of total asset value.
    • Exit Load charges- Exit load charges are charges annually. If the withdrawal is done within a year then the charges to be paid will be 1.5% to 2.5% of total withdrawal value. If the withdrawal is done after a year then sometimes the charges will be 0.8% of 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 FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    Here is the complete list of advantages the Axis PMS house have-

    • The Axis PMS normally offer Top-up facility to all its existing customers in order 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 the betterment and convenience. Clients can get an update regarding all the transactions happening in their own account.
    • 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 on a regular basis.

    Axis PMS Customer Care

    The table given below is providing the details about Axis portfolio management service customer care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 3 to 10 Times a month
    Issue Resolving TAT7 working days

    Axis PMS Customer Care provides good support to all of its clients. It allows clients to directly call their portfolio manager in order to resolve 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 is 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 minimum 5 times in 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 best among all the PMS solution providing companies. It has a really a 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 system is also very favorable as well as well structured.

    The Axis PMS solution should be in 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

    Ques – How can I invest with Axis PMS?

    Answer – 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 investment.

    Ques – Who is the current fund manager of Axis PMS?

    Answer – 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.

    Ques – What is the approx AUM of Axis PMS?

    Answer – Customarily, the Axis PMS fund manager keeps about Rs. 35000 Cr. AUM and also handles 520+ customers. Axis PMS provides a minimum investment term of 3 years for any client.

    Ques – Where can I check return or performance of Axis PMS?

    Answer – The returns and performance of Axis PMS is available on the website. The success percentage is highly exciting and healthy for Axis PMS with good return. 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.

    Ques – What are the different strategies used by Axis PMS?

    Answer – 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.

    Ques – Where to find the fee structure and commission rate of Axis PMS?

    Answer – The data regarding fee structure and commission rate is present 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 with the best references.

    Ques – How to call or reach Axis PMS customer care?

    Answer – The Axis PMS provides various services regarding the customer care facility. They facilitate at providing the customers with the maximum ease. Therefore, facilities such as call number, whatsapp and email is provided to reach the services.

    Ques – What are the benefits of investing with Axis PMS?

    Answer – 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 their customers an incredibly impressive result. 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.

    Ques – What are the different charges involved with Axis PMS?

    Answer – 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 percent, Brokerage fees, on the basis of all transactions made, Custodian Charges range from 0.033 percent -0.43 percent of the total value of the asset, are some of the charges

    Ques – Where can I find all the details about Axis PMS?

    Answer – 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 in website easily.


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