Axis Securities PMS strategies
Axis Securities runs 14 portfolio management strategies listed with APMI. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| AXIS Securities Alphasense AI | Equity | Naveen Kulkarni | — | — | — | 2.5% fixed | ₹50 Lakhs | — |
| AXIS Securities Contrarian | Equity | Naveen Kulkarni | — | +16.16% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Customised | Equity | Naveen Kulkarni | — | +15.66% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Ethical | Equity | Naveen Kulkarni | — | +11.35% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Growan | Equity | Naveen Kulkarni | — | +13.78% | — | 2.5% fixed or 15% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Kaizen | Equity | Naveen Kulkarni | — | +27.23% | — | 2.5% fixed or 2.5% + 15% of profits | ₹50 Lakhs | — |
| AXIS Securities MF Maximizer Equity | Equity | Naveen Kulkarni | — | -52.32% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Pure Contra | Equity | Naveen Kulkarni | — | +13.26% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Pure Growth | Equity | Naveen Kulkarni | — | +14.56% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Pure Liquid C | Equity | Naveen Kulkarni | — | +6.35% | — | — | ₹50 Lakhs | — |
| AXIS Securities Pure Liquid G | Equity | Naveen Kulkarni | — | +6.41% | — | — | ₹50 Lakhs | — |
| AXIS Securities Pure Liquid K | Equity | Naveen Kulkarni | — | — | — | 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | — |
| AXIS Securities Retirement | Equity | Naveen Kulkarni | — | +6.98% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
| AXIS Securities Select Nifty 50 | Equity | Naveen Kulkarni | — | +11.11% | — | 2.5% fixed or 1.5% + 20% of profits | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS