Axis Securities Ltd • Equity
AXIS Securities Ethical is an equity portfolio management service (PMS) strategy run by Axis Securities Ltd, launched on 1 Aug 2022. It is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.72% over 1 year and +11.35% over 3 years (+10.58% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Naveen Kulkarni.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.61% |
| 3 Months | +3.58% |
| 1 Year | -3.72% |
| 3 Years | +11.35% |
| Since Inception | +10.58% |
| management fee | Fixed Fees: Fixed Fee : 2.5 % P:A Charged Quarterly |
| performance fee | Variable Fees: Fixed Fee : 1.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 20 % |
| exit load | 1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 % |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAXIS Securities Ethical has a 1-year return of -3.72%, a 3-year return of +11.35% and +10.58% since inception. Past performance is not indicative of future results.
AXIS Securities Ethical is managed by Naveen Kulkarni at Axis Securities.
The fee structure for AXIS Securities Ethical includes: management fee: Fixed Fees: Fixed Fee : 2.5 % P:A Charged Quarterly; performance fee: Variable Fees: Fixed Fee : 1.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 20 %; exit load: 1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 %.
The minimum investment for AXIS Securities Ethical is ₹50 Lakhs.
AXIS Securities Ethical was launched on 1 Aug 2022. It has a 4-year track record.
Description
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