What is the hurdle rate of ASK Domestic Resurgence Portfolio?

The hurdle rate of ASK Domestic Resurgence Portfolio is 8.00%.

What is the fixed fee charged in ASK Domestic Resurgence Portfolio ?

The fixed fee charged in ASK Domestic Resurgence Portfolio is 2.50%.

What is the variable fee charged in ASK Domestic Resurgence Portfolio ?

The variable fee charged in ASK Domestic Resurgence Portfolio is 1.50%.

What is the profit sharing in ASK Domestic Resurgence Portfolio ?

The profit sharing in ASK Domestic Resurgence Portfolio is 20% Profit sharing above 8% hurdle.

What is the minimum investment in ASK Domestic Resurgence Portfolio ?

The minimum investment in ASK Domestic Resurgence Portfolio is ₹50 Lacs

What type of scheme is ASK Domestic Resurgence Portfolio?

ASK Domestic Resurgence Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of ASK Domestic Resurgence Portfolio?

The inception date of ASK Domestic Resurgence Portfolio is Jun 21, 2018.

ASK Domestic Resurgence Portfolio

ASK Investment Managers Ltd
Multi Cap AND Flexi Cap

93
Out of 123*
Compare
Share

Portfolio age7 years, 6 months

1.86%

0.96%

Hurdle Rate**8.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/11/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (3.11%)

Allocation by Market Cap

Small Cap (0%)

Mid Cap (38.18%)

Large Cap (58.71%)

Sector Holdings

Financial Services33.83%
Automobile and Auto Components17.73%
Capital Goods9.41%
Oil, Gas & Consumable Fuels6.64%
Telecommunication4.89%

Stock Holdings

HDFC Bank Ltd6.86%
Reliance Industries Ltd6.64%
Max Financial Services Ltd6.6%
The Federal Bank Ltd6.47%
UNO Minda Limited6.32%

PORTFOLIO MANAGERS

Kuldeep Gangwar

Manager Rank132 Out of 173
i
Rank is based on 3-year return
Schemes Managed3
Total AUM2144
Highest Return In 1 Yr0.3%

Profile

Kuldeep has around 20 years of experience. This experience includes more than a decade in sell side equity research. His main domain expertise is in Consumer sector (FMCG & Retail). Prior to joining ASK, he was associated with HSBC Securities and Capital Markets (India) Private Limited as sell side research analyst. He has also worked with Tata Motors for 3 years. Kuldeep is an MBA (Finance) from IIT, Bombay and B. Tech (Electronics & Communication) from IIT Roorkee. He is CFA Charterholder. He joined ASK in Jan 2018.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

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ASK India Vision Portfolio

AUM (₹ Cr)

₹75.00 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

643

(As on Nov, 2025)

Inception Date

Jun 21, 2018

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

8.00%

Profit Sharing

20% Profit sharing above 8% hurdle

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INVESTMENT PHILOSOPHY

Objective

To build a portfolio of around 25 businesses representing quality and superior long-term compounding potential

Investment Approach

Invest in businesses with competitive advantage and key beneficiary in respective sectors: Enables growth from economic resurgence and increase in disposable income which can sustain for multiple years.