Strategy performance
Axis Brand Equity Portfolio
Axis Asset Management Company Limited · AUM ₹801 Cr · as of Aug 2026
Our read
₹100 grew to ₹187.6 since inception (+11.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −25.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.2%
+0.2% vs benchmark
Since inception
+11.9%
Max drawdown
−25.1%
Volatility
+15.6%
Peer position
Loading peer ranks…
Performance
Axis Brand Equity Portfolio₹187.6Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.2% | −0.7% | −10.7% | +15.1% | +0.2% | +5.6% | +2.4% | +2.6% | +7.6% | ||||
| 2025 | −5.5% | −9.8% | +5.2% | +3.9% | +6.2% | +2.7% | −0.8% | −3.3% | +0.1% | +3.4% | −0.2% | −2.1% | −1.4% |
| 2024 | +2.0% | −0.2% | −1.5% | +6.4% | −0.4% | +8.8% | +4.4% | −0.3% | +1.2% | −6.2% | −1.6% | −2.1% | +10.1% |
| 2023 | −2.1% | −2.6% | −1.1% | +4.8% | +3.8% | +6.8% | +3.8% | +1.1% | +0.9% | −2.3% | +5.6% | +4.1% | +24.7% |
| 2022 | −2.5% | −3.9% | +1.6% | −1.9% | −3.8% | −4.5% | +11.5% | +4.4% | −1.8% | +2.4% | +3.6% | −2.0% | +2.0% |
| 2021 | +5.9% | +0.8% | −1.1% | +6.9% | +1.3% | +2.2% | +7.0% | +0.7% | +1.7% | −3.5% | +2.2% | +26.4% |
Metrics
Tearsheet- 1M return
- +2.6%
- 3M return
- +11.0%
- 6M return
- +14.3%
- 1Y return
- +8.8%
- 2Y CAGR
- −1.5%
- 3Y CAGR
- +8.2%
- 5Y CAGR
- +8.5%
- Since-inception CAGR
- +11.9%
- Total return
- +87.6%
- Average month
- +1.0%
- Median month
- +0.9%
- Average up month
- +4.0%
- Best month
- +15.1%
- Best rolling 12M
- +34.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Axis Brand Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Axis Brand Equity Portfolio performed?
- Axis Brand Equity Portfolio (Axis Asset Management Company Limited) shows CAGR 11.93% and max drawdown -25.14% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Axis Brand Equity Portfolio CAGR / max drawdown?
- CAGR is 11.93%; max drawdown is -25.14%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Axis Brand Equity Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Axis Brand Equity Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more