Naveen Kulkarni
Naveen Kulkarni runs 2 strategies on our shelf at AXIS SECURITIES — graded on the same seven pillars as every other manager we track.
About Naveen Kulkarni
Naveen Kulkarni manages 2 strategies at AXIS SECURITIES, spanning 2 PMS. Across the strategies PMS Sahi Hai tracks, Naveen oversees ₹2,851 Cr with an average Nyra Score of 8.6.
The tracked book spans 2 PMS strategies, and its strongest three-year run is +18.4% CAGR on AXIS SECURITIES PURE CONTRA. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Naveen's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 2 strategies PMS Sahi Hai tracks, Naveen's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 5-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Naveen Kulkarni
How Naveen's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
AXIS SECURITIES PURE GROWTH Equity: Multi Cap · ₹913 Cr | +1.5% | +16.2% | +16.9% | +16.2% | — | 8.7 |
AXIS SECURITIES PURE CONTRA Equity: Multi Cap · ₹1,938 Cr | -0.6% | +18.4% | +18.2% | +19.4% | — | 8.5 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A top-tier manager on our scale.
Naveen's tracked strategies average 8.6 on the Nyra scale across ₹2,851 Cr, primarily at AXIS SECURITIES. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Naveen Kulkarni — FAQ
What does Naveen Kulkarni manage?
What returns has Naveen delivered?
How are Naveen's strategies scored?
What's the minimum to invest with Naveen?
Is Naveen right for my portfolio?
Ask Nyra about Naveen's strategies.
Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Naveen Kulkarni or AXIS SECURITIES. This is not investment advice.