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
Portfolio-4.1%-3.2%-7.4%0.6%26.1%---9.9%
S&P BSE 200-4.1%-1.0%-2.8%6.7%33.3%---15.0%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd 6.95
Astral Limited 6.85
Tech Mahindra Ltd 6.16
Infosys Ltd 6.00
Bajaj Finance Limited 5.90
Top 5 Equity Holdings 31.86

Sector Allocation


Holding %
Consumer 10.86
Information Technology 11.21
Healthcare 12.20
Capital Goods, E&C 17.76
Finance 31.70

Market Cap Allocation


Allocations %
Large Cap 61.4
Mid Cap 28.1
Small Cap 4.0
Cash 6.6


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 31 May 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 Mar 22.




Related Investments

Do Not Simply Invest, Make Informed Decisions