Strategy Return v/s Benchmark -
(As on 31 Oct 2024)
Strategy Return v/s Benchmark -
(As on 31 Oct 2024)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-3.05%
-6.45%
3 Months
--
-3.58%
6 Months
20.88%
8.71%
1 Years
54.45%
35.9%
2 Years
--
--
3 Years
--
--
5 Years
--
--
Since Inception (15 Jun 2023)
47.51%
29.2%
Scheme Details
Axis Kaizen strategy focuses on manufacturing theme with exposure to 11 sectors. The core investment style is quality along with growth, and with a focus on under-represented segments of Indian listed markets. The objective is to deliver returns that are significantly above the benchmark index BSE 500 TR which will translate into long term value creation.
NAV
16.96
as on 31 Oct 2024
AUM (in Cr.)
299.76
as on 31 Oct 2024
Category
Equity: Multi Cap
Inception Date
15 Jun 2023
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year :3% , 2year : 2% , 3 Year : 1%
Top 5 Allocation
- Scrips Percentage
- Voltamp Transformers Ltd 10.34%
- Kesoram Industries Ltd 9.58%
- Cash and Equivalents 8.62%
- Sansera Engineering Ltd 7.03%
- Kirloskar Pneumatic Company Ltd 6.67%
Composition
Information not available
- Fund Composition Percentage
- Cash 8.62%
- Debt 0%
- Equity 91.38%
Fund Manager
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.
Fund Manager AMC Name
Axis Securities Ltd
Fund Manager AUM
3346.23 Cr
Total funds being managed by the fund manager
4
Fund Manager started managing (From)
15 Jun 2023
Fund Manager started managing (To)
Till Date.
About AMC
A unique offering that empowers you to build a curated portfolio befitting your wealth needs. With managed accounts, you get the benefit of personalized, customized and economical portfolio management services at zero brokerage.
AMC Address
Piramal Realty, Agastya Corporate Park, Unit 002 A, Building A, Lal Bahadur Shastri Rd, Kamani, Junction, Kurla, Mumbai, Maharashtra
AMC SEBI registration number
INP000000654
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Axis Securities - KAIZEN
Return for 1Year
Strategy
54.45%
Benchmark
35.9%
Return for 1Year
Strategy
54.45%
Benchmark
35.9%
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