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
Portfolio4.8%10.9%7.4%1.6%21.4%---13.1%
S&P BSE 2004.5%14.5%7.6%5.6%27.4%---17.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd 8.21
State Bank of India 5.86
Mahindra and Mahindra Ltd 4.73
Reliance Industries Ltd 4.24
Bank of Baroda 4.05
Top 5 Equity Holdings 27.09

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 60.9
Mid Cap 27.3
Small Cap 6.2
Cash 5.6


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 Aug 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 Jun 22.




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