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Axis Pure Contra Portfolio

To design a portfolio capitalizing investment ideas that are either available at attractive valuations or have witnessed significant decline.

Portfolio Alpha (SI)
18.88%
Since Inception Return
Inception Date
27 Nov 2020
Benchmark
BSE 500 TRI
Investment Style
Contra & Value
No of Holdings
28 stocks
Strategy Type
Equity
Track Record
5+ years

Investment Objective & Approach

Value Focused

Capitalizing on investment ideas available at discounted valuations

Contra Strategy

Takes advantage of mispricing opportunities resulting from unexpected temporary events

Entry Point Focus

Emphasizes the 'Entry point' of the instrument rather than solely the 'Target price'

Special Situations

Uses special situation investing such as corporate actions as a satellite factor

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
18.88%
Benchmark
15.68%

Strong alpha generation from contrarian positions.

TWRR Basis

Trailing Returns (%)

1 Year1.29%
3 Years12.72%
4 Years16.33%
5 Years15.19%

Market Cap Exposure

MixMarket Cap
Large Cap
46.1%
Mid Cap
36.6%
Small Cap
14.1%
Cash & Others
3.2%

Sector Exposure

Top Sector: Financial Services
Others33.5%
Financial Services28.3%
Capital Goods13.4%
Automobile7.4%
Construction7.1%
Telecommunication7.1%

Performance Overview

6 Months Return
3.59%
Strategy Return
1.43%
Benchmark
3 Months Return
2.80%
Strategy Return
3.86%
Benchmark

Portfolio Attributes

Portfolio Beta
1.16
Sharpe Ratio
0.51
Standard Deviation
14.7%
Avg Market Cap
₹2,04,113 Cr

Who Should Invest?

Long-term investors (3+ years)
Investors with a contrarian view
Moderate to High risk appetite
Investors looking for value investing opportunities

Top 10 Holdings

1
Indus Towers Ltd
7.08%
2
Mahindra and Mahindra Ltd
6.54%
3
KDDL Ltd
4.97%
4
Jio Financial Services Ltd
4.94%
5
One 97 Communications Ltd
4.85%
6
Aditya Birla Sun Life Amc Ltd
4.75%
7
ICICI Bank Ltd
4.64%
8
Multi Commodity Exchange
4.49%
9
Larsen & Toubro Ltd
4.07%
10
Hindustan Unilever Ltd
3.59%

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.