Axis Securities Ltd • Equity
AXIS Securities Kaizen is an equity portfolio management service (PMS) strategy run by Axis Securities Ltd, launched on 15 Jun 2023. It is benchmarked against the BSE 500 TRI. Its reported trailing returns are +23.76% over 1 year and +27.23% over 3 years (+24.64% 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 | +0.93% |
| 3 Months | +13.46% |
| 1 Year | +23.76% |
| 3 Years | +27.23% |
| Since Inception | +24.64% |
| management fee | Fixed Fees: Fixed Fee : 2.5 % P: A Charged Quarterly |
| performance fee | Variable Fees: Fixed Fee : 2.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 15 % above Hurdle Rate |
| 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 Kaizen has a 1-year return of +23.76%, a 3-year return of +27.23% and +24.64% since inception. Past performance is not indicative of future results.
AXIS Securities Kaizen is managed by Naveen Kulkarni at Axis Securities.
The fee structure for AXIS Securities Kaizen includes: management fee: Fixed Fees: Fixed Fee : 2.5 % P: A Charged Quarterly; performance fee: Variable Fees: Fixed Fee : 2.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 15 % above Hurdle Rate; exit load: 1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 %.
The minimum investment for AXIS Securities Kaizen is ₹50 Lakhs.
AXIS Securities Kaizen was launched on 15 Jun 2023. It has a 3-year track record.
Description
All Axis Securities PMS strategies →Browse all PMS strategies in India →