To generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalization.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -6.38% | 0.58 | 16.62% | 60% |
Key Portfolio Attributes
Mr. Jinesh Gopani
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Axis AMC Core & Satellite | 1.81% | -2.10% | 10.09% | -10.30% | 5.44% | 12.38% | 15.16% | - | 11.84% |
| Nifty 50 TRI | 0.77% | -3.20% | 5.53% | -3.45% | 13.31% | 14.22% | 18.38% | - | 14.54% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Axis AMC Core & Satellite | Multi Cap | Mr. Jinesh Gopani | 25 November 2019 | 5Y 11M | 99 | Nifty 50 TRI | 11.84% | 44 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 6.77% | -18.24% | 60% | -11.47% | 1.07 | 16.62% | -1.09 | -1.67% | -0.22 | 54.29 % |
| Nifty 500 | 6.79% | -16.66% | -9.87% | 0.96 | -4.26% | -0.65 | 41.43 % | |||
| Nifty Midcap 100 | 2.36% | -12.5% | -10.14% | 0.78 | -11.77% | -1.32 | 32.86 % | |||
| Nifty Smallcap 100 | 4.57% | -10.95% | -6.38% | 0.58 | -10.13% | -0.70 | 37.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Finance | 32.20 |
| Information Technology | 19.35 |
| Capital Goods, Engineering & Construction | 19.14 |
| Autos & Logistics | 16.07 |
| Consumer | 4.41 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 28.20 |
| Mid Cap | 14.40 |
| Small Cap | 51.40 |
| Cash | 6.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
