To generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalization.
Aims is to build a cycle agnostic portfolio of companies geared towards sustainable alpha generation
Key Attributes
Inception Date: 25 Nov 2019
Number of Stocks: 29
Fund Manager Name: Mr Trideep Bhattarcharya
Fund Manager Experience:
Mr. Trideep Bhattacharya is holding 21 years of rich experience.
Fund Manager Qualification:
B. Tech. (Electrical Engineering) from IIT Kharagpur and M. B. A. (Finance) from S. P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA
Investment Objective
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.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
Book a call with our Experts 