To generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalization.
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 Asset Management Company Ltd Core and Satellite | -1.42% | 1.85% | -0.29% | -1.47% | 2.32% | 11.32% | 10.95% | - | 12.10% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.97% | 14.32% | 14.68% | - | 15.33% |
Portfolio Holdings
| Holding | % |
|---|---|
| Mahindra and Mahindra Ltd | 5.81 |
| Eternal Ltd | 5.21 |
| Sansera Engineering Limited | 4.78 |
| Varun Beverages Ltd | 3.45 |
| Granules India Ltd | 3.30 |
Sector Allocation
| Holding | % |
|---|---|
| Finance | 32.20 |
| Information Technology | 19.35 |
| Capital Goods, Engineering & Construction | 19.14 |
| Autos & Logistics | 16.07 |
| Consumer | 4.41 |
| Finance | 22.22 |
| Consumer | 20.15 |
| Capital Goods, Engineering & Construction | 17.81 |
| Autos & Logistics | 14.58 |
| Information Technology | 10.73 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 29.70 |
| Mid Cap | 8.86 |
| Small Cap | 61.33 |
| Cash | 0.11 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
