ABM Core & Satellite Portfolio


Key Portfolio Attributes

Inception Date: 24 Apr 2015

Number of Stocks: 22

Fund Manager Name: Mr. Vivek Mahajan

Fund Manager Qualification:

Has over 20 years work experience spanning Sales and Equity Research. He has handled Institutional and Ultra HNI customers at IIT InvesTrust Ltd, HDFC Securities and HSBC InvestDirect - some of the top Institutional Brokerages. Vivek is an Engineer with post graduation qualification in Management.

Fund Manager Experience: 20 years +

Investment Objective

Strive to beat the benchmark (CNX100) using superior stock selection (for Core portfolio) and tactical positioning (for Satellite portfolio)

Investment Strategy

Given the unprecedented challenging environment encircling equity investments, the ABM Core & Satellite portfolio is optimally geared to help you navigate through the noise and build your portfolio for the future, taking advantage of India’s secular growth story, besides also taking opportunistic advantage of the sporadic swings

Investment Philosophy

ABM Core & Satellite portfolio follows a dual approach to portfolio management, i.e. CORE & SATELLITE. The Core portfolio aims to benefit from secular earnings growth story, and satellite portfolio aims to benefit from irrational (but transient) market behaviour & special situations driven opportunities




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




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Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jul 21.




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