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 & Satellite-3.29%-2.14%5.86%34.13%17.05%14.73%--14.93%
Nifty 50 TRI1.57%2.92%14.09%30.08%14.38%16.31%--16.81%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
PNB Housing Finance Ltd 5.17
IndusInd Bank Ltd 5.13
Cyient Limited 4.79
Bank of Baroda 4.71
One 97 Communications Limited 4.62

Sector Allocation


Holding %
Finance 43.10
Autos & Logistics 21.50
Information Technology 16.30
Consumer 4.40
Agro Inputs & Chemicals 3.70

Market Cap Allocation


Allocations %
Large Cap 29.48
Mid Cap 24.32
Small Cap 37.80
Cash 8.40

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 Mar 2024. 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 23.


Do Not Simply Invest, Make Informed Decisions

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