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-1.79%4.8%17.27%3.17%10.39%12.45%--11.99%
S&P BSE 200-3.27%4.38%15.27%4.18%15.3%15.63%--15.33%



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 %
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 59.2
Mid Cap 27.6
Small Cap 11.4
Cash 1.


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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Dec 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 Sep 22.




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