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AXIS SECURITIES ETHICAL
Axis Securities Ltd
21.61 CR AUM
AXIS SECURITIES ETHICAL
Axis Securities Ltd
21.61 CR AUM
BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
Fixed Fee : 2.5 % P:A Charged Quarterly
Fixed Fees
Fixed Fee : 1.5 % P:A Charged Quarterly
Hurdle Rate : 2.5 % Per Quarter
Profit Sharing : 20 %
Variable Fees
1st Year : 3 %
2nd Year : 2 %
3rd Year : 1 %
Exit Load
BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
Fixed Fee : 2.5 % P:A Charged Quarterly
Fixed Fees
Fixed Fee : 1.5 % P:A Charged Quarterly
Hurdle Rate : 2.5 % Per Quarter
Profit Sharing : 20 %
Variable Fees
1st Year : 3 %
2nd Year : 2 %
3rd Year : 1 %
Exit Load

akshay kulkarni
Fund Manager
EQUITYStrategies
Akshay Kulkarni, based in Mumbai, MH, IN, is currently a Manager at Axis Securities Limited. Akshay Kulkarni brings experience from previous roles at UTI Mutual Fund and StockHolding Corporation of India Limited. Akshay Kulkarni holds a 2018 - 2020 PGDM in Securities Markets @ National Institute of Securities Markets (NISM).

nishit shishir master
Fund Manager
EQUITYStrategies
Mr. Nishit Master, through his diverse experience in both Buy side and Sell side firms brings in a fresh perspective on markets at Axis Securities. As Fund Manager, he is responsible for generating superior risk adjusted returns for customers as per their mandate. Nishit has more than 18 years of experience in the financial services industry and has worked with various companies like ING Investment Management, Kotak Mahindra Bank, Elara Capital, Reliance Securities, Anand Rathi, Motilal Oswal Financial Services etc. At Reliance Securities he was Senior Vice President and Head of Institutional Equities. His last assignment was with Emkay Global Financial Services as part of their Institutional broking team. Nishit is a FRM certificate holder and management graduate. He is an MBA from NMIMS, Mumbai and has an acute sense of understanding business models and picking outperformers amongst the investable universe.

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.
1OF3
Purpose
Customized strategy with an objective of creating an ethical portfolio by avoiding companies. E.g. As per specific Shariah norms
Investment Approach v/s Benchmark Metrics
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1M IA return
11.87%
1M benchmark return
10.38%
Alpha
1.49%
1M Wealth multiple
1.12x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
11.87%
1M benchmark return
10.38%
Alpha
1.49%
1M Wealth multiple
1.12x
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