Axis Securities's Securities Kaizen is a Mid Cap Portfolio Management Services (PMS) strategy managed by Naveen Kulkarni, operational since Jun 2023. Benchmark: BSE 500 TRI.
AUM
₹535 Cr
Min investment
₹50 L
Inception
Jun 2023
Fund manager
Naveen Kulkarni
About this strategy
1.Financialisation of the economy
Performance
Returns (TWRR)
6M
+28.2%
1Y
+22.0%
5Y
—
Since inception
+25.0%
Alpha
6M
+31.7%
1Y
+24.0%
5Y
—
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+13.1%
Positive alpha over 1Y but not 5Y — classified as Recent Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Jun 2023)
₹2.0 CrStrategy
₹1.5 CrBSE 500 TRI
20232025Today
Hypothetical illustration based on published TWRR over 3.1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
1 Yr Turnover Ratio
51%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Exit load1st Yr - 3% ,2nd Yr - 2% ,3rd Yr - 1%, Onward - Nil
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
Axis Securities Securities Kaizen is a Mid Cap Portfolio Management Services (PMS) strategy managed by Naveen Kulkarni, operational since Jun 2023. 1.Financialisation of the economy
What are the returns of Axis Securities Securities Kaizen?
As of the latest monthly update, Axis Securities Securities Kaizen has delivered 22% over 1 year. The 1-year alpha versus benchmark is +24%.
What is the minimum investment for Axis Securities Securities Kaizen?
The minimum investment for Axis Securities Securities Kaizen Portfolio Management Services is ₹50 L. The fixed fee is 2.5% p.a..
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
