What is the hurdle rate of Kaizen?

The hurdle rate of Kaizen is 2.50%(Q).

What is the fixed fee charged in Kaizen ?

The fixed fee charged in Kaizen is 2.50%.

What is the variable fee charged in Kaizen ?

The variable fee charged in Kaizen is 1.50%.

What is the profit sharing in Kaizen ?

The profit sharing in Kaizen is 20% Profit sharing above 2.50% hurdle(quarter).

What is the minimum investment in Kaizen ?

The minimum investment in Kaizen is ₹50 Lacs

What type of scheme is Kaizen?

Kaizen is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Kaizen?

The inception date of Kaizen is Jun 15, 2023.

Kaizen

Axis Securities Ltd
Multi Cap AND Flexi Cap

94
Out of 245*
Compare
Share

Portfolio age2 years, 9 months

7.06%

0.45%

Hurdle Rate**2.50%(Q)

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (5.65%)

Allocation by Market Cap

Small Cap (72.8%)

Mid Cap (9.77%)

Large Cap (11.78%)

Sector Holdings

Healthcare26.45%
Capital Goods24.88%
Automobile and Auto Components21.81%
Construction Materials9.11%
Chemicals4.52%

Stock Holdings

Acutaas Chemicals Limited11.34%
Sansera Engineering Limited10.69%
Ultratech Cement Ltd9.11%
Cash & Cash Equivalents7.96%
CIE Automotive India Limited7.05%

PORTFOLIO MANAGERS

Naveen Kulkarni

Manager Rank Out of 175
i
Rank is based on 3-year return
Schemes Managed4
Total AUMUndisclosed
Highest Return In 1 Yr16.67%

Profile

Other Schemes

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Kaizen

AUM (₹ Cr)

₹529.55 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

8 Out of 263

Fixed Fee

2.50%

Scheme Return

7.06%

Benchmark Return

0.45%

Axis Securities - Contra

AUM (₹ Cr)

₹1,994.16 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

42 Out of 263

Fixed Fee

2.50%

Scheme Return

2.93%

Benchmark Return

0.45%

Axis Securities - Growth

AUM (₹ Cr)

₹946.21 Cr

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

106 Out of 263

Fixed Fee

2.50%

Scheme Return

1.2%

Benchmark Return

0.45%

Aplhasense AI

AUM (₹ Cr)

UNDISC.

Hurdle Rate

2.50%(Q)

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

130 Out of 263

Fixed Fee

2.50%

Scheme Return

0.6%

Benchmark Return

0.45%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

529.55

(As on Feb, 2026)

Inception Date

Jun 15, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

2.50%(Q)

Profit Sharing

20% Profit sharing above 2.50% hurdle(quarter)

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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.

Investment Approach

Selection of the stock depends on: Lean Production and process innovation capabilities , Scalable category or segment, Prudent capital allocation policy- Focus on working capital management, Leadership team with good track record of profitability and management of labour, Significant domestic market plus proven potential or proven export credentials ,Promoter holding is greater than 50%.