Axis AMC

AXIS Core & Satellite Fund


Key Portfolio Attributes

Mr. Jinesh Gopani

Inception Date: 25 Nov 2019

Number of Stocks: 29

Portfolio Manager’s Name: Mr. Jinesh Gopani

Portfolio Manager’s Experience: 16 years of experience in the capital markets of which 8 years are in equity fund management. Previous experience includes Birla Sun Life Mutual Fund and Voyager Capital.

Portfolio Manager’s Qualification: M.M.S. in Finance from Mumbai University

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.

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 & Satellite1.51%-6.72%-11.70%-7.33%11.63%10.33%16.31%11.14%
Nifty 50 TRI3.48%3.65%0.84%9.01%17.42%13.81%21.18%15.33%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Mahindra and Mahindra Ltd 5.78
RATEGAIN TRAVEL TECHNOLOGIES LIMITED 5.24
PNB Housing Finance Ltd 4.68
Cyient Limited 4.14
Sansera Engineering Limited 3.62

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 28.30
Mid Cap 18.60
Small Cap 46.60
Cash 6.53

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 30 Apr 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 Dec 24.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds