Axis Securities Ltd • Equity
AXIS Securities Growan is an equity portfolio management service (PMS) strategy run by Axis Securities Ltd, launched on 24 Jun 2021. It is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.89% over 1 year, +13.78% over 3 years and +15.12% over 5 years (+15.19% 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 | +1.28% |
| 3 Months | +9.11% |
| 1 Year | +2.89% |
| 3 Years | +13.78% |
| 5 Years | +15.12% |
| Since Inception | +15.19% |
| management fee | Fixed Fees: Fixed Fee : 2.5% P:A Charged Quarterly |
| performance fee | Variable Fees: Fixed Fee : 15 % P:A charged Quarterly Hurdle Rate : 2.5 % Per Quarterly 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 Growan has a 1-year return of +2.89%, a 3-year return of +13.78%, a 5-year return of +15.12% and +15.19% since inception. Past performance is not indicative of future results.
AXIS Securities Growan is managed by Naveen Kulkarni at Axis Securities.
The fee structure for AXIS Securities Growan includes: management fee: Fixed Fees: Fixed Fee : 2.5% P:A Charged Quarterly; performance fee: Variable Fees: Fixed Fee : 15 % P:A charged Quarterly Hurdle Rate : 2.5 % Per Quarterly Profit Sharing : 20 %; exit load: 1st Year 3 % 2nd Year 2 % 3rd Year 1 %.
The minimum investment for AXIS Securities Growan is ₹50 Lakhs.
AXIS Securities Growan was launched on 24 Jun 2021. It has a 5-year track record.
Description
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