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AXIS SECURITIES KAIZEN

AXIS SECURITIES KAIZEN is a Equity Portfolio Management Service launched by Axis Securities Ltd on June 2023. Managed by Neeraj Gaurh, the fund holds ₹535 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fee : 2.5 % P: A Charged Quarterly % fixed fee and Fixed Fee : 2.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 15 % above Hurdle Rate % performance fee. Trailing returns: 21.99% (1Y), 24.88% CAGR (3Y), 25.02% since inception. Performance data as of July 2026.

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AXIS SECURITIES KAIZEN

Axis Securities Ltd

534.79 CR AUM

AXIS SECURITIES KAIZEN

AXIS SECURITIES KAIZEN

Axis Securities Ltd

534.79 CR AUM

BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
Fixed Fee : 2.5 % P: A Charged Quarterly
Fixed Fees
Fixed Fee : 2.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 15 % above Hurdle Rate
Variable Fees
1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 %
Exit Load
BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
Fixed Fee : 2.5 % P: A Charged Quarterly
Fixed Fees
Fixed Fee : 2.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 15 % above Hurdle Rate
Variable Fees
1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 %
Exit Load
Fund manager

neeraj gaurh

Fund Manager
EQUITYStrategies

Neeraj Gaurh, based in Mumbai, MH, IN, is currently a Senior Vice President and Portfolio Manager at Axis Securities Limited. Neeraj Gaurh brings experience from previous roles at Equirus Group, Freelance, Franklin Templeton Investments and Nomura /Lehman Brothers. Neeraj Gaurh holds a 2005 - 2008 CFA Institute, Charlottesville, Virginia, USA. With a robust skill set that includes Software, Workshops, Engineering, Driving, Film and more.

Neeraj Gaurh, based in Mumbai, MH, IN, is currently a Senior Vice President and Portfolio Manager at Axis Securities Limited. Neeraj Gaurh brings experience from previous roles at Equirus Group, Freelance, Franklin Templeton Investments and Nomura /Lehman Brothers. Neeraj Gaurh holds a 2005 - 2008 CFA Institute, Charlottesville, Virginia, USA. With a robust skill set that includes Software, Workshops, Engineering, Driving, Film and more.
Fund manager

naveen kulkarni

Fund Manager
EQUITYStrategies

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.

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.
1OF2

What is this fund's investment objective?

Japanese word kaizen means 'change for better. From kai - change, revision; and zen - virtue, goodness. Strategy focuses on Manufacturing theme.

How has AXIS SECURITIES KAIZEN performed?

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Wealth Creation Calculator

1M IA return
7.25%
1M benchmark return
1.73%
Alpha
5.52%
1M Wealth multiple
1.07x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
7.25%
1M benchmark return
1.73%
Alpha
5.52%
1M Wealth multiple
1.07x

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