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) |
---|---|---|---|
-23.84% | 0.60 | 11.49% | 62% |
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 | -0.48% | 7.07% | 11.46% | 37.19% | 20.30% | 16.59% | - | - | 16.16% |
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.74% | 16.16% | - | - | 16.74% |
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 | 4Y 3M | 133 | Nifty 50 TRI | 16.16% | 29 | 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 | 11.69% | 0.06% | 62% | 11.75% | 0.81 | 11.49% | 2.45 | 1.07% | 0.17 | 54.00 % |
Nifty 500 | 7.56% | -1.55% | 6.01% | 0.78 | -1.61% | -0.28 | 44.00 % | |||
Nifty Midcap 100 | -8.76% | -6.03% | -14.79% | 0.70 | -10.72% | -1.15 | 32.00 % | |||
Nifty Smallcap 100 | -13.69% | -10.15% | -23.84% | 0.60 | -9.81% | -0.65 | 36.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
PNB Housing Finance Ltd | 5.17 |
IndusInd Bank Ltd | 5.13 |
Cyient Limited | 4.79 |
Bank of Baroda | 4.71 |
One 97 Communications Limited | 4.62 |
Top 5 Equity Holdings | 24.42 |
Sector Allocation
Holding | % |
---|---|
Finance | 43.10 |
Autos & Logistics | 21.50 |
Information Technology | 16.30 |
Consumer | 4.40 |
Agro Inputs & Chemicals | 3.70 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 28.46 |
Mid Cap | 24.20 |
Small Cap | 37.71 |
Cash | 9.63 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.