Axis Core & Satellite Fund
|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.
Build a portfolio of companies which are immune to market cycles with a view to generate alpha consistently and sustainably.
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.