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Axis Core & Satellite Fund

Axis Core & Satellite Fund

Fund Snapshot

Year of Inception 2019
Number of Stocks 29
Investment Horizon Medium to Long Term
Fund Managers Trideep Bhattacharya

About Fund Managers

Trideep Bhattacharya has 21 years of rich experience. He holds a B. Tech. (Electrical Engineering) from IIT Kharagpur and M. B. A. (Finance) from S. P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA. 

Unique Feature

Build a portfolio of companies which are immune to market cycles with a view to generate alpha consistently and sustainably.

Investment Philosophy

Core & satellite investing is a method of portfolio construction designed to minimise costs, tax liability, and volatility while providing an opportunity to outperform the broad stock market as a whole. The core of the portfolio consists of passive investments that track major market indices, such as the NIFTY and the SENSEX. Additional positions, known as satellites, are added to the portfolio in the form of actively managed investments.