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Axis Core & Satellite Portfolio

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Portfolio Alpha (SI)
12.35%
Since Inception Return
Inception Date
25 Nov 2019
Benchmark
NIFTY 50 TRI
Investment Style
Core & Satellite
No of Holdings
42 stocks
Strategy Type
Equity
Track Record
4+ years

Investment Objective & Approach

Core Allocation

Primarily comprises companies with established as well as improving brand equity and market leadership

Satellite Allocation

Fundamentally strong businesses that are opportunistic and flexible to respond to changing dynamics

Capitalization Agnostic

Investments will be market capitalization-agnostic for balanced risk and reward

Stability & Returns

Strategy endeavors to bring stability via Core allocation and maximize returns via Satellite allocation

Growth of Investment Value

Over 5 Years (Rebased to 100)

SI Return
12.35%
Benchmark
12.26%

Strong alpha generation over multiple market cycles.

TWRR Basis

Trailing Returns (%)

1 Year16.38%
2 Years0.44%
3 Years8.97%
5 Years9.73%

Market Cap Exposure

MixMarket Cap
Large Cap
77.3%
Mid Cap
18.8%
Small Cap
1.1%
Cash & Others
2.8%

Sector Exposure

Top Sector: Capital Goods
Capital Goods35%
Financial Services17.5%
Consumer Services15%
Information Technology11.3%
Others9.4%
Healthcare9.1%

Performance Overview

6 Months Return
15.73%
Strategy Return
-3.6%
Benchmark
3 Months Return
10.98%
Strategy Return
2.89%
Benchmark

Portfolio Attributes

Portfolio Beta
1.05
Sharpe Ratio
0.26
Standard Deviation
14.2%
Avg Market Cap
₹64,954 Cr

Who Should Invest?

Long-term investors (3+ years)
Moderate to High risk appetite
Investors seeking exposure to Core and Satellite allocation
Investors looking for reasonable diversification across sectors

Top 10 Holdings

1
EPL Ltd
7.24%
2
Welspun Corp Ltd
5.33%
3
Eternal Ltd (Zomato)
4.37%
4
Mahindra and Mahindra Ltd
3.98%
5
Syrma SGS Technology Ltd
3.78%
6
Sagility India Ltd
3.75%
7
Rategain Travel Technologies
3.30%
8
Union Bank of India
3.16%
9
Senco Gold Ltd
3.05%
10
Granules India Ltd
2.72%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.