Axis Securities PMS Logo

Axis Securities Pure Contra PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Axis Securities Pure Contra PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 1.96%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Axis Securities Pure Contra PMS Strategy or Investment Approach - PMS Details

Strategy Name

Pure Contra

Start Date

27 November 2020

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.2267.73 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Nishit Master

1 Yr. Return

1.96%

3 Yr. Return

23.51%

5 Yr. Return

NA

Axis Securities Pure Contra Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

32

Top 5 Stocks%

31.87%

Top 5 Sectors%

64.17%

Portfolio Age

4 Yrs, 5 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Axis Securities Pure Contra PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (Profit sharing above 2.50%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Axis Securities Pure Contra PMS Investment Approach - Portfolio Composition

Large Cap

46.24%

Mid Cap

14.00%

Small Cap

33.25%

Cash & Equivalent

6.33%

Check out Business Opportunities with Similar Brands

Axis Securities Pure Contra Portfolio Strategy - Top 5 Sectors

Financial Services

26.26%

Healthcare

7.83%

Consumer Services

13.30%

Telecommunication

7.89%

Automobile and Auto Components

8.89%

Customer ratings and reviews of Axis Securities Pure Contra PMS Strategy

Double your Investment in 3 YearsInvest in PMS