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PMS Investment Approach(s) | Returns | |||||
---|---|---|---|---|---|---|
Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
Axis Securities Pure Growth | Multi Cap & Flexi Cap | -3.35% | 14.18% | 19.95% | NA | Jan 2021 |
Axis Securities Pure Contra | Multi Cap & Flexi Cap | -9.65% | 17.67% | 21.82% | NA | Nov 2020 |
Axis Securities AlphaSense AI | Multi Cap & Flexi Cap | -20.71% | NA | NA | NA | Oct 2023 |
Axis Securities Kaizen | Multi Cap & Flexi Cap | -14.07% | 18.94% | NA | NA | Jun 2023 |
*Returns are as of 30th September 2025. *Returns over a 1-year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) *Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1
Chief Investment Officer
As the Chief Investment Officer, Naveen is responsible for the investment strategy of Axis Securities Portfolio Management Services. He has played a key role in launching distinctive investment strategies at Axis Securities that have delivered significant market outperformance. Naveen also has extensive experience in developing quant-based strategies, including Artificial Intelligence, Machine Learning, and Smart Beta approaches, with a proven track record. He brings over 20 years of experience across the financial services and telecom sectors. Naveen holds an engineering degree and an MBA from the International Management Institute, New Delhi, and is a CFA and FRM certificate holder. He is a frequent contributor to financial media outlets such as CNBC TV18, ET Now, and The Economic Times. Naveen has been consistently recognized as a top research analyst for Telecom, Consumer, and Strategy sectors in surveys by Asia Money, Institutional Investor, Thomson Reuters, and The Wall Street Journal. His team at Philip Capital was also rated among the top three most improved brokerages in the Asia Money Survey for 2016 and 2017.
SVP & Fund Manager
Neeraj brings nearly two decades of experience in the financial services industry, spanning corporate banking, equity research, and investment management. As a Fund Manager, he is responsible for delivering superior risk-adjusted returns in line with client mandates. Most recently, Neeraj served as Director and Head of Research at Equirus PMS, overseeing the research process and contributing investment ideas for its Multi-cap PMS scheme. Prior to this, he was Vice President – Equities in the Investment Management Team at Franklin Templeton India, managing portfolios with over $6 billion in domestic funds and $3 billion in offshore funds. His career also includes key roles at ICICI Bank, Axis Bank, Lehman Brothers, and Nomura Securities. Neeraj is passionate about business analysis and conducts hands-on research by engaging directly with customers, vendors, and company management. He holds an engineering degree from M.N.I.T. Jaipur, a PGDM/MBA from the Indian Institute of Management Kozhikode, and is a CFA charterholder from the CFA Institute, USA.
Fund Manager
Mr. Nishit Master brings a fresh perspective to markets at Axis Securities, drawing on his extensive experience across both buy-side and sell-side firms. As Fund Manager, he is responsible for generating superior risk-adjusted returns for clients in line with their mandates. Nishit has over 18 years of experience in the financial services industry, having worked with companies such as ING Investment Management, Kotak Mahindra Bank, Elara Capital, Reliance Securities, Anand Rathi, and Motilal Oswal Financial Services. At Reliance Securities, he served as Senior Vice President and Head of Institutional Equities, and his most recent role was with Emkay Global Financial Services in their Institutional Broking team. Nishit is a management graduate with an MBA from NMIMS, Mumbai, and a FRM certificate holder, known for his strong ability to understand business models and identify outperformers within the investable universe.
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