Strategy performance
AXIS SECURITIES CUSTOMIZED
Axis Sceurities Limited · AUM ₹520 Cr · as of May 2026
Our read
Since inception the filed path is −3.7% (−2.0% CAGR), with a max drawdown of −21.0%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−2.0%
Max drawdown
−21.0%
Volatility
+19.3%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
AXIS SECURITIES CUSTOMIZED₹96.3May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.4% | +2.8% | −10.6% | +13.8% | +2.9% | +2.9% | |||||||
| 2025 | −5.5% | −10.1% | +8.6% | +1.5% | +5.6% | +4.5% | −2.9% | −1.8% | +0.4% | +2.2% | −0.6% | +0.2% | +0.6% |
| 2024 | −0.5% | −0.5% | −5.6% | +0.8% | −1.3% | −7.0% |
Metrics
Tearsheet- 1M return
- +2.9%
- 3M return
- +4.7%
- 6M return
- +3.2%
- 1Y return
- +4.8%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −2.0%
- Total return
- −3.7%
- Average month
- 0.0%
- Median month
- −0.1%
- Average up month
- +3.9%
- Best month
- +13.8%
- Best rolling 12M
- +16.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 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 SECURITIES CUSTOMIZED performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has AXIS SECURITIES CUSTOMIZED performed?
- AXIS SECURITIES CUSTOMIZED (Axis Sceurities Limited) shows CAGR -2.02% and max drawdown -21.03% 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 SECURITIES CUSTOMIZED CAGR / max drawdown?
- CAGR is -2.02%; max drawdown is -21.03%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do AXIS SECURITIES CUSTOMIZED 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 SECURITIES CUSTOMIZED?
- 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