IA Insight Report
IA Insight REPORT

AXIS SECURITIES RETIREMENT

Investment Approach Details

₹2.47

(AUM CR)
   

Axis Securities Ltd

BSE 500 TRI

Equity

Equity,Mutual Fund

27/08/2021

4.6 Years

5000000

Fixed Fee : 2.5 % P:A Charged Quarterly

Fixed Fee : 1.5 % P:A Charged Quarterly Hurdle Rate : 2.5 % Per Quarter Profit Sharing : 20 %

1st Year : 3 % 2nd Year : 2 % 3rd Year : 1 %

   

An investment strategy targeted to achieve capital appreciation outpacing in�¯�¬?ation rate by investing in high-quality stocks having low downside risk.

Fund Manager Details

Naveen Kulkarni

21.00 years

naveen.kulkarni@axissecurities.in

9930873343

Heading Portfolio Management Strategy

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/01/2026

0.00

0.92