Affluense AI AFFLUENSE

ASK India Vision Portfolio

ASK Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
20 November 2019
Min. Investment
₹50,00,000
AUM (Cr.)
₹74.00
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This portfolio is designed to achieve capital growth for investors via an increase in the market value of its constituent equities over a defined timeframe.

Investment Objective

The investment objective of this portfolio is to achieve capital appreciation for investors via the increase in market value of its underlying equity holdings over the investment horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.38% -0.24% -0.14%
3 MONTHS 6.43% 5.02% 1.41%
6 MONTHS 3.41% 1.63% 1.78%
1 YEAR -1.43% 7.63% -9.06%
2 YEAR 3.88% 11.60% -7.72%
3 YEAR 9.94% 16.37% -6.43%
5 YEAR 10.25% 16.81% -6.56%
SINCE INCEPTION 10.76% 16.98% -6.22%

Calendar Year Performance

Year Return
CY 2025 -1.43%
CY 2024 9.51%

Financial Year Performance

Year Return
FY 26_YTD 12.03%
FY 25 -3.46%
FY 24 30.58%

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

Fund Managers

Kuldeep Gangwar

Vice President - Portfolio Manager

With approximately two decades of professional experience, including over ten years dedicated to sell-side equity research, Kuldeep possesses significant domain expertise within the Consumer sector, specifically FMCG and Retail. Prior to his tenure at ASK, he served as a sell-side research analyst at HSBC Securities and Capital Markets (India) Private Limited. His earlier career also included a three-year stint with Tata Motors. Kuldeep holds an MBA in Finance from IIT Bombay and a B.Tech in Electronics & Communication from IIT Roorkee. He is also a CFA Charterholder. Kuldeep joined ASK in January 2018.

Portfolio Details

Portfolio Composition

Large Cap
60.03%
Mid Cap
39.97%
Small Cap
0.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • HDFC Bank Ltd 7.88%
  • Max Financial Services Ltd 6.99%
  • Federal Bank Ltd 6.73%
  • Reliance Industries Ltd 6.71%
  • APL Apollo Tubes Ltd 6.27%

Top 5 Sectors

  • Financial Services 36.14%
  • Automobile and Auto Components 17.58%
  • Capital Goods 10.42%
  • Oil, Gas & Consumable Fuels 6.71%
  • Telecommunication 4.92%

Portfolio Characteristics

total number of stocks
25
top 5 stocks percent
34.58%
top 5 sectors percent
75.77%
average market cap
477602.79
portfolio age
6 Yrs, 1 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)