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Kaizen
Kaizen

Kaizen

  • Axis Securities Ltd
  • Multi Cap AND Flexi Cap
  • 215
    Out of 235*
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PMS Bazaar
Portfolio age2 years, 5 months
3.46%
4.27%
Hurdle Rate**2.50%(Q)
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (12.2%)
Allocation by Market Cap
Small Cap (54.18%)
Mid Cap (22.47%)
Large Cap (12.2%)
Sector Holdings
  • Healthcare20.94%
  • Capital Goods19.38%
  • Automobile and Auto Components15.35%
  • Chemicals12.76%
  • Construction Materials9.05%
Stock Holdings
  • Cash & Cash Equivalents11.15%
  • Acutaas Chemicals Limited9.74%
  • Ultratech Cement Ltd9.05%
  • Sansera Engineering Limited7.33%
  • SRF Ltd.7.12%

bt_logoPORTFOLIO MANAGERS

Neeraj Gaurh
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM3811.08
  • Highest Return In 1 Yr3.69%
Profile

Neeraj brings nearly two decades of invaluable experience in the financial services industry, encompassing diverse roles in corporate banking, equity research, and investment management. In his capacity as a Fund Manager, he assumes the responsibility of delivering superior risk-adjusted returns that align with the specific mandates of our clientele. In his most recent position ,Neeraj served as the Director and Head of Research at Equirus PMS ,where he oversaw the research process as well as played an active role in generating investment ideas within its Multi-cap PMS scheme. Prior to this, Neeraj held the position of Vice President – Equities, within the Investment Management Team at Franklin Templeton India, which managed portfolios with assets exceeding $6 billion in domestic funds and over $3 billion in offshore funds. Neeraj's rich and varied experience also includes significant roles at prominent Indian banks and multinational investment banks, including ICICI Bank, Axis Bank, Lehman Brothers, and Nomura Securities. Neeraj is passionate about analyzing businesses and thrives on conducting hands-on, ground-level research by engaging with customers, vendors, and company management. Neeraj is an engineer from M.N.I.T. Jaipur and he did his P.G.D.M./MBA from the Indian Institute of Management Kozhikode. Neeraj is also a CFA charter holder from the CFA Institute, USA

Other Schemes
AUM (₹ Cr)
₹547.52 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
142 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,007.02 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
198 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,256.54 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹547.52 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category Rank
143 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Axis Securities Ltd
Axis Securities Ltd manages assets worth Rs 4873.10 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,873.10 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
AUM (₹ Cr)
₹547.52 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
142 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,007.02 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
198 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,256.54 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
231 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹11.77 Cr
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.
What is the exit load of Kaizen?
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.