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Axis Securities Ltd
Axis Securities Ltd

Axis Securities Ltd

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AUM ₹ 4,383.57 Cr (As on Feb, 2025)
No. of schemes 4
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About Axis Securities Ltd

Axis Securities Ltd manages assets worth Rs 4383.57 crores. Its current offering of PMS schemes includes 4 Multi Cap schemes.

Portfolio MANAGERS

Nishit Master
Nishit Master
  • Schemes managed 3
  • Total AUM ₹2,917.84 Cr
  • Highest return in 1 year +3.82 %
Profile

Naveen Kulkarni
Naveen Kulkarni
  • Schemes managed 4
  • Total AUM ₹3,386.71 Cr
  • Highest return in 1 year +6.27 %
Profile

Neeraj Gaurh
Neeraj Gaurh
  • Schemes managed 3
  • Total AUM ₹3,346.84 Cr
  • Highest return in 1 year +6.27 %
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

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Axis Securities - Growth
AUM (₹ Cr)
880.23
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
32 Out of 171
Fixed Fee
2.50%
Axis Securities - Contra
AUM (₹ Cr)
1997.74
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
98 Out of 171
Fixed Fee
2.50%
Kaizen
AUM (₹ Cr)
468.87
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
102 Out of 171
Fixed Fee
2.50%
Aplhasense AI
AUM (₹ Cr)
39.87
Hurdle Rate
2.50%(Q)
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
107 Out of 171
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Axis Securities - Growth
32Out of 4
-7.30%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
880.23
2.50%(Q)
2.50%
Axis Securities - Contra
98Out of 4
-9.72%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
1,997.74
2.50%(Q)
2.50%
Kaizen
102Out of 4
-9.90%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
468.87
2.50%(Q)
2.50%
Aplhasense AI
107Out of 4
-10.10%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
39.87
2.50%(Q)
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Axis Securities Ltd ?
The total AUM managed by Axis Securities Ltd is ₹4383.57 crores
What is the total number of schemes managed by Axis Securities Ltd ?
The total number of schemes managed by Axis Securities Ltd is 4
What is the best performing PMS scheme of Axis Securities Ltd in 1 year ?
The best performing PMS scheme of Axis Securities Ltd in 1 year is Kaizen.
What is the best performing PMS scheme of Axis Securities Ltd in 3 years?
The best performing PMS scheme of Axis Securities Ltd in 3 years is Axis Securities - Contra
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