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 & Satellite4.2%1.7%1.3%7.9%9.2%19.6%--10.9%
Nifty 50 TRI4.1%2.4%0.5%6.9%12.4%23.7%--13.7%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd 7.64
State Bank of India 6.36
Bank of Baroda 6.09
Mahindra and Mahindra Ltd 4.42
Mahindra and Mahindra Financial Services Ltd 4.34
Top 5 Equity Holdings 28.85

Sector Allocation


Holding %
Finance 49.58
Information Technology 14.27
Autos & Logistics 14.08
Capital Goods, E&C 8.94
Consumer 6.12

Market Cap Allocation


Allocations %
Large Cap 47.7
Mid Cap 33.8
Small Cap 13.8
Cash 4.

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 30 Apr 2023. 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 23.


Do Not Simply Invest, Make Informed Decisions