Strategy Return v/s Benchmark -
(As on 30 Sep 2026)
Strategy Return v/s Benchmark -
(As on 30 Sep 2026)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
2.1%
-5.57%
3 Months
2.01%
-3.59%
6 Months
30.85%
8.07%
1 Years
33.92%
-2.33%
2 Years
7.28%
-3.93%
3 Years
23.73%
9.2%
5 Years
--
--
Since Inception (15 Jun 2023)
23.65%
10.84%
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
20.1326
as on 30 Sep 2026
AUM (in Cr.)
527.65
as on 30 Sep 2026
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: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
Top 5 Allocation
- Scrips Percentage
- Sansera Engineering Ltd 15.93%
- Acutaas Chemicals Ltd 10.69%
- Syrma SGS Technology Ltd 6.93%
- UltraTech Cement Ltd 6.35%
- Cash & Cash Equivalent 5.64%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 5.64%
- Debt 0%
- Derivative 0%
- Equity 94.36%
- Hybrid 0%
- Others 0%
Fund Manager
Fund Manager AMC Name
Axis Asset Management Company Ltd
Fund Manager AUM
2624.8 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
AXIS - Portfolio management philosophy is built on the timeless principles of protection and growth. While the desire to grow money is natural, we believe that there is more to investments than just that. In a dynamic market, environment customized wealth creation solutions are aimed at growing one's wealth and also crafting a bold future, investing in equity that endeavors to achieve long term capital appreciation through investment in companies with strong brands. The allocation will consist of the best ideas within this space. This is a distinctive approach that yields returns and propels towards a rewarding and bold future.
AMC Address
23rd Floor, One Lodha place, S. B. RoadLower Parel, Mumbai-400013
AMC SEBI registration number
INP000003534
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Axis Kaizen Portfolio
Return for 1Year
Strategy
33.92%
Benchmark
-2.33%
Return for 1Year
Strategy
33.92%
Benchmark
-2.33%
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