Axis PMS or Portfolio Management – Returns, Charges, Support & more

Axis is a well-known name in the world of portfolio management services. For the last 28 years, the company has offered tens of thousands of customers reliable and trustworthy financial services.

Many people are curious about share market investments, and Axis Portfolio Management service might answer them.

The portfolio management service has successfully managed portfolios for decades, consistently offering a high return to its customers.

This detailed review will reveal the charges, strategies, returns, customer support, and SWOT analysis of Axis PMS.

Why Invest in Axis PMS?

The investment technique used by Axis Portfolio Management Services can be described as growth-oriented.

It has an experienced management team to create innovative investment strategies that propel the company to long-term success and, in turn, benefit the customers.

Here are some of the benefits of using Axis portfolio management services:

• Axis PMS focuses on sustainable competitive advantages such as investing money into companies with a high chance of outperforming competitors.
• The company invests in stocks that they claim are wise investments for the long term with reasonable risk control.
• Axis creates a distinctive investment portfolio for the advantage of its clients. The PMS provider also offers a range of investment strategies and adaptable investment packages.
• Investors get recurring portfolio updates and reports in a straightforward process. This process makes it easy for the clients to monitor the portfolio’s performance.
• Services for routine portfolio monitoring are provided to the clients free of charge.
• The company also assesses its clients’ portfolios to give them the highest return possible.
• This PMS offers hassle-free service to its customers. They provide first-rate customer care to assist all investors in solving any issues.

When new customers invest in a portfolio management service, the most significant factor they care about is the return they will receive.

That is why there are so many satisfied Axis customers because Axis PMS Returns are often higher than the benchmark index, Nifty 50.

The 1 Year Return is 31.88%, almost three times the return of Nifty 50, which yields just a 10.74% return.

The 3-year return and 5-year return are based on CAGR (Compound annual growth rate).

In the long term, the return gap between this PMS and Nifty 50 is smaller but still significant. The 3 Year Return is 23.69%, while the 3 Year Return of Nifty 50 is 20.15%.

Regarding the 5-year return, Axis Portfolio Management and Nifty 50 offer almost similar returns. The 5-year return is 11.79%, and the 5-year return of Nifty 50 is 11.52%.

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Investors should always consider the fees they must pay the company before investing with them. Axis PMS Commission is an excellent choice because it offers the most competitive charges in the sector.

Customers pay a Fixed Fee of 2.5% of Fund Value (AMC) to use the PMS services of Axis, and the Variable AMC is 1.5% of Fund Value.

There is also a 15% Variable Profit Sharing charge when the net profit exceeds 12%. Customers pay an exit charge of 3.00% if they redeem the investment before one Year.

They spend a 2.00% Exit Load if they pull out of the investment before 2nd Year and a 1.00% Exit Load if they pull out of the investment before 3rd Year.

Best Strategies by Axis Portfolio Management Services

Check out various strategies or Investment approaches provided by Axis Portfolio Managers.

PMS providers such as Axis use innovative strategies to maximize the profit margin for their customers. The company offers two Axis Portfolio Managers Strategy to its customers.

Axis Brand Equity Strategy

Axis PMS has used this strategy since January 2017. It is a strategy for multiple segments and uses Nifty 50 as its benchmark.

The AUM for this strategy is Rs.1281 Crore, but Axis does not disclose the number of stocks. This strategy’s 1 Yr. return is 29.91%, the 3 Yr. Return is 17.90%, and the 5 Yr. Return is 16.58%.

Axis Core and Satellite Strategy

Axis started applying its Core and Satellite Strategy in November 2019. It uses Multi Cap segments, and Nifty 50 is its benchmark.

The AUM is Rs.131 Crore, and the number of stocks is not disclosed, just like its Brand Equity strategy. The 1 Yr. Return of Core and Satellite strategy is 35.94%, and the 3 Yr. Return is 19.42%.

There used to be multiple Axis PMS Fund managers, but currently, Mr Hitesh Zaveri holds the position alone.

Mr. Hitesh Zaveri

He joined Axis in 2022 as SVP & Head of Listed Equity Alternatives and oversees the applicable CAT-3 AIF strategies and the portfolios.

He was the Head of PMS for Aditya Birla Mutual Fund before joining Axis AMC and has over 25 years of expertise in equities research, investment banking, and portfolio management.

Hitesh Zaveri got his MBA from Mumbai University and then went to The Wharton School. Later, he graduated from Harvard Business School.

Axis Portfolio Managers SWOT Analysis

The SWOT analysis of Axis Portfolio Management will focus on the strengths, weaknesses, opportunities, and threats that the PMS faces.

Prominent financial institutes such as Axis routinely perform internal SWOT analyses to compare their operations and performance to their rivals.

Carefully read the SWOT analysis provided here before investing with the company.

Strength

• Axis has 1900 active clients and thousands of regional branches across India, which has helped create a recognizable and trustworthy brand name.
• The company offers two reliable investment strategies that yield high returns.
• Excellent online services have lured young, tech-savvy customers to invest in the company.
• Axis PMS fees are reasonable and competitive, which has helped the company grow.
• Axis offers excellent customer service to promote client retention.

Weakness

• The share prices of Axis fluctuate by wide margins because of international market turbulence.
• The company has a significantly lower number of local branch offices than some of its larger competitors.
• Axis needs to pay more attention to the rural areas of India, and its presence in these areas is scarce.

Opportunities

• The online financial investment market keeps growing in India, and this PMS can benefit from this trend.
• The company can apply aggressive marketing strategies to reach potential customers.
• Axis can create more local branches to broaden its presence across India.

Threat

• Axis PMS operations could decline if foreign financial institutions can operate in India.
• Inflation can prevent the population from investing in the share market.
• The financial sector is growing more competitive every day as all the portfolio management service providers fight to draw more customers with lucrative deals.

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The brokerage house maintains a team of portfolio managers who look after the company’s investment portfolios.

A strategy for investing known as the “Axis brand equity portfolio” focuses on long-term capital growth.

The investment facilities provided by any PMS provider are of utter importance because they are important in drawing and retaining customers.

Let’s discuss the Axis Portfolio Management Features the company offers to all customers.

• Axis doesn’t allow a Custom Strategy to suit the different needs of the customers.
• A Strategy Switch is allowed by Axis if customers change their minds. However, a Switch Charge of 1.5% of Fund Value will apply if a customer decides to switch strategy.
• The NRI Investment option is allowed, which is a great attraction for potential customers.
• Discretionary and Non-Discretionary services are allowed by this PMS.
• Axis Portfolio Managers allows customers to exit their investment portfolio before the term ends. An Early Exit Charge of 3% of the fund value will apply if the exit was within the 1st Year.

Reliable customer care support is necessary if a financial institution wants to become a trustworthy name.

With the help of trained customer care professionals, Axis Portfolio Management Services has received praise from customers.

Call support is available at all times, and customers also get the option to email customer care support to solve issues.

All the active clients get Dedicated RM Support to keep their relationships strong with the company. Clients can call their fund managers wherever necessary to discuss any portfolio-related issues.

This process can be helpful because some clients prefer consulting services while making conclusive investment decisions.

One drawback is that the company needs to provide chat support. Issue Resolving TAT takes only 5 Working days in Axis.

Active clients can use the Axis PMS Dashboard. All clients get access to the dashboard facility the moment they sign up.

A dashboard like this provides many benefits, such as monitoring investments, checking fees, and checking investment strategies.

Clients can access all the necessary data to keep track of their assets.

Axis PMS Login

When new customers sign up, they receive login information. This Axis PMS Login information must be kept secure to ensure the safety of the customer profile.

The login details are sent to the client when they receive the approval email from Axis. The customer needs to use the login information whenever they wish to check the dashboard.

How to Invest in Axis PMS?

To invest in Axis Portfolio Management, check out the eligibility criteria first. Applying without knowing the details may result in a rejected application.

The eligibility criteria are –

• You have to be an Indian resident.
• You must be at least 18 years of age.
• The minimum investment amount needs to be 50 lakhs.

If you are eligible for the application process, you must provide the company with some documents to create your portfolio.

The necessary documents are-

• Demat Account information
• PAN details
• Aadhaar details for address verification
• POA and PMS agreement

The company will contact you shortly after completing the form and uploading the relevant documents.

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Axis PMS – Conclusion

If you’re seeking one of the best and safest portfolio management service providers, try Axis PMS.

With a 27-year-long presence in the financial sector and a high credibility rating, Axis Portfolio Managers can offer you the financial security that less-known PMS service providers can not.

This PMS offers competitive charges, a high return, and innovative investment strategies. The company also provides a reliable customer care service to take care of its active user base at all times.

FAQs on Axis Portfolio Managers

Here is the list of FAQs related to the Axis Portfolio Management Services.

Which is the Best Strategy for Axis PMS?

The Axis Portfolio Management Service has multiple strategies to manage funds. Commonly employed strategies are Brand Equity and Core and Satellite. The main objective of the Axis Brand Equity strategy is to create a respectable portfolio of investments and optimize return.

What is the Minimum Investment in Axis PMS?

Rs.50 Lakh is the minimum investment amount in Axis PMS. The 1900 active clients of the company have benefitted from the PMS services of Axis.

What is the Return of Axis PMS?

The average Year Return is 31.88%. The 3 Year Return is 23.69%, and the 5 Year Return is 11.79%. All Axis clients greatly benefit from the varied schemes and returns offers.

Is Axis Portfolio Management good?

Yes, Axis Portfolio Management is considered one of the best PMS services in India. It has a 27-year track record of providing reliable and profitable services.

The Axis team has invested in several businesses in multiple industries to expand their portfolio.

What is the fixed commission of Axis PMS?

All the customers pay 2.5% of Fund Value as a fixed commission charge. Axis PMS has a professional and skilled team that provides customers with expert financial advice on investment.

Is a Demat account mandatory for Axis Portfolio Managers?

Yes, customers need to open a Demat account with Axis to start using PMS services. Both discretionary and non-discretionary PMS services are available from Axis.

Most customers often choose discretionary service since a portfolio manager handles account management in this case.

What are the Exit Charges of Axis Portfolio Management?

The exit charges can vary depending on the length of the investment. The 1st year exit charge is 3% of the fund value, the 2nd year exit charge is 2%, and the 3rd year exit charge is 1%.

Who is the current fund manager of Axis PMS?

Mr. Hitesh Zaveri is the current fund manager. He was appointed for that position in 2022. Under his leadership, Axis has seen a high growth rate and has expanded its market presence.

What is the AUM of Axis Portfolio Management Service?

The AUM stands for Assets Under Management. The AUM is Rs.1279.17 Crore, one of the highest AUM amounts in the financial sector.

Do Axis Portfolio Managers Charge Variable Commissions?

Yes. All customers pay a variable commission charge when they use this PMS. The company charges 1.5% of Fund Value as variable commissions.