AXIS Core & Satellite Fund

Aims is to build a cycle agnostic portfolio of companies geared towards sustainable alpha generation

Key Attributes

Inception Date: 25 Nov 2019

Number of Stocks: 29

Fund Manager Name: Mr Trideep Bhattarcharya

Fund Manager Experience:

Mr. Trideep Bhattacharya is holding 21 years of rich experience.

Fund Manager Qualification:

B. Tech. (Electrical Engineering) from IIT Kharagpur and M. B. A. (Finance) from S. P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA

Investment Objective

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalization.

Portfolio Strategy

Axis Core & Satellite portfolio is a compact portfolio investing in equity and equity-related instruments. The portfolio construction follows a core & satellite approach with an aim is to build a cycle agnostic portfolio of companies geared towards sustainable alpha generation.

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