AXIS SECURITIES KAIZEN
EQUITY MULTI CAP
Focuses on the manufacturing theme with a quality and growth investment style, targeting under-represented segments of Indian markets.
+14.35%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
15 Jun '23
Total AUM
₹547.52Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.7%
Cash4.3%
Equity market cap split
Small Cap76.3%
Large Cap10.4%
Mid Cap9.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
NKNaveen Kulkarni Top Research AnalystView details
NK
Naveen Kulkarni
Top Research Analyst
View details
About
Naveen has over 17 years of experience in the financial services and telecom sectors. He is a CFA and FRM holder. Naveen is a frequent contributor to numerous financial media, including CNBC TV 18, ET Now and The Economic Times. He has been voted consistently amongst the top research analyst for telecom, consumer and strategy in various surveys conducted by Asian Money, Institutional Investors. His team was rated among the top 3 most improved brokerages by Asia Money survey 2016 and 2017.
Experience
Over 17 years of experience in financial services and telecom.
Investment philosophy
Specializes in the telecom, consumer, strategy, and financial services sectors.
Awards
- Consistently voted among the top research analysts by Asian Money and Institutional Investors. His team was rated in the top 3 most improved brokerages by Asia Money survey in 2016 and 2017.
PMS house
Axis Securities Ltd
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