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ASK Growth Portfolio

ASK Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 January 2001
Min. Investment
₹50,00,000
AUM (Cr.)
₹1109.00
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment objective is to generate medium to long-term capital appreciation by acquiring undervalued growth stocks within a diversified portfolio of Indian equities demonstrating strong long-term potential. This strategy is well-suited for investors seeking exposure to India's economic expansion.

Investment Objective

This investment strategy aims to generate medium to long-term capital appreciation by identifying and acquiring undervalued equities with strong long-term growth potential from a diversified basket of Indian companies. It is well-suited for investors seeking exposure to India's economic expansion.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.79% -0.24% -0.55%
3 MONTHS 3.96% 5.02% -1.06%
6 MONTHS -0.46% 1.63% -2.09%
1 YEAR -1.45% 7.63% -9.08%
2 YEAR 4.61% 11.60% -6.99%
3 YEAR 9.58% 16.37% -6.79%
5 YEAR 10.20% 16.81% -6.61%
SINCE INCEPTION 17.80% 15.31% 2.49%

Calendar Year Performance

Year Return
CY 2009 69.06%
CY 2008 -54.68%
CY 2007 61.41%
CY 2006 28.14%
CY 2005 39.68%
CY 2004 27.87%
CY 2003 164.76%
CY 2002 26.30%
CY 2001 -17.21%
CY 2025 -1.45%
CY 2024 11.08%
CY 2023 20.24%
CY 2022 -5.96%
CY 2021 31.31%
CY 2020 15.88%
CY 2019 13.00%
CY 2018 -5.04%
CY 2017 43.63%
CY 2016 8.44%
CY 2015 11.18%
CY 2014 61.10%
CY 2013 10.90%
CY 2012 22.30%
CY 2011 -14.89%
CY 2010 16.51%

Financial Year Performance

Year Return
FY 26_YTD 8.79%
FY 09 -41.31%
FY 08 27.90%
FY 07 -1.47%
FY 06 62.03%
FY 05 37.08%
FY 04 156.72%
FY 03 12.86%
FY 02 16.10%
FY 01 -19.27%
FY 25 -1.36%
FY 24 33.97%
FY 23 -9.25%
FY 22 15.93%
FY 21 60.86%
FY 20 -13.74%
FY 19 2.26%
FY 18 15.57%
FY 17 32.69%
FY 16 -2.77%
FY 15 63.59%
FY 14 23.87%
FY 13 8.04%
FY 12 -2.07%
FY 11 9.44%
FY 10 77.70%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sandip Bansal

Senior Portfolio Manager

With a career spanning over two decades, including more than sixteen years focused on equity markets, Sandip brings substantial expertise to our platform. Prior to joining ASK in July 2021, he served as an Equity Fund Manager and Head of Investment Research at SBI Life Insurance, overseeing research across diverse asset classes. His prior experience includes sell-side roles at UBS Securities and Kotak Institutional Equities. Sandip's professional background also encompasses business consulting at KPMG and banking experience with Citibank. He holds professional qualifications as a Chartered Accountant and Company Secretary, in addition to an MBA from IIM, Ahmedabad.

Portfolio Details

Portfolio Composition

Large Cap
83.84%
Mid Cap
3.99%
Small Cap
10.59%
Cash & Equivalent
1.58%

Top 5 Holdings

  • Reliance Industries Ltd 9.90%
  • Kotak Mahindra Bank Ltd 9.57%
  • HDFC Bank Ltd 9.55%
  • Infosys Ltd 7.49%
  • State Bank of India Ltd 6.06%

Top 5 Sectors

  • Financial Services 40.13%
  • Oil, Gas & Consumable Fuels 9.90%
  • Automobile and Auto Components 8.15%
  • Information Technology 7.49%
  • Construction Materials 6.25%

Portfolio Characteristics

total number of stocks
24
top 5 stocks percent
42.57%
top 5 sectors percent
71.92%
average market cap
513966.46
portfolio age
24 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 8%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)