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Core and Satellite Equity Portfolio
Aditya Birla Money Limited
48.86 CR AUM
Core and Satellite Equity Portfolio
Aditya Birla Money Limited
48.86 CR AUM
Nifty 50 TRI
Benchmark
11yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
11yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vivek mahajan
Fund Manager
EQUITYStrategies
Vivek has over 23 years of work experience spanning Equity Sales and Equity Research. Vivek has handled institutional and Ultra HNI customers at IIT InvesTrust Ltd, HDFC Securities, IL & FS InvestDirect and HSBC InvestDirect - some of the top Institutional Brokerages. Vivek is an Engineer with post- graduation qualification in Management.
Purpose
The Strategy aims to deliver returns in short, medium to long term by investing in fundamentally sound stocks coupled with active profit booking. Core Strategy: will comprise of 15-20 stocks of well established and predominantly large cap companies that offer consistent return potential over long term. Satellite Strategy: will comprise of predominantly Large cap as well as large mid cap companies that offer higher potential returns in the short term. The 'Satellite' group will complement the 'Core' group.
Investment Approach v/s Benchmark Metrics
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1M IA return
16.31%
1M benchmark return
7.49%
Alpha
8.82%
1M Wealth multiple
1.16x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
16.31%
1M benchmark return
7.49%
Alpha
8.82%
1M Wealth multiple
1.16x
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