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Axis Core & Satellite Portfolio

Axis Core & Satellite Portfolio is a Equity Portfolio Management Service launched by Axis Asset Management Company Limited on November 2019. Managed by Mr.B.Gopkumar, the fund holds ₹87 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 6.35% (1Y), 8.89% CAGR (3Y), 11.83% since inception. Performance data as of July 2026.

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Axis Core & Satellite Portfolio

Axis Asset Management Company Limited

87.01 CR AUM

Axis Core & Satellite Portfolio

Axis Core & Satellite Portfolio

Axis Asset Management Company Limited

87.01 CR AUM

Nifty 50 TRI
Benchmark
6yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
6yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

b.gopkumar

Fund Manager
EQUITYStrategies

MD & CEO of Axis Mutual Fund and also held leadership roles at Reliance Securities, Kotak Securities, and Kotak Mahindra Bank.

MD & CEO of Axis Mutual Fund and also held leadership roles at Reliance Securities, Kotak Securities, and Kotak Mahindra Bank.
Fund manager

hitesh zaveri

Fund Manager
EQUITYStrategies

Hitesh is the Head Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.

Hitesh is the Head Listed Equity Alternatives. He is responsible for managing the PMS portfolio along with relevant CAT-3 AIF strategies. With over 25 years of experience in portfolio management, investment banking and equity research, he is a veteran of the industry. Over his long career, Hitesh has worked with Edelweiss Capital as Senior VP & Head (Strategic Think Tank) and at Enam Asset Management as Executive Director & Portfolio Manager. In addition to managing money for few of the largest sovereign wealth funds, he also executed a number of transactions in M&A, IPO and projects that involved Restructuring and Delisting processes in his past roles. Prior to joining Axis AMC, he served as Head of Investments in Portfolio Management Services at Aditya Birla Mutual Fund. Qualification:- MBA from Mumbai University, Investment Management Program, General Management Program, and the Advanced Management Program from Harvard Business School and Executive Development Program from The Wharton School.
1OF2

What is this fund's investment objective?

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

How has Axis Core & Satellite Portfolio performed?

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Wealth Creation Calculator

1M IA return
5.47%
1M benchmark return
1.67%
Alpha
3.80%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
5.47%
1M benchmark return
1.67%
Alpha
3.80%
1M Wealth multiple
1.05x

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What does Axis Core & Satellite Portfolio hold?

Stock - Holdings

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Sector Allocation

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