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ASK Emerging Opportunities Portfolio
ASK Emerging Opportunities Portfolio

ASK Emerging Opportunities Portfolio

  • ASK Investment Managers Ltd
  • Small AND Mid Cap
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PMS Bazaar
Portfolio age9 years, 1 month
-2.06%
-0.09%
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 31/08/2026)
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 (0.25%)
Allocation by Market Cap
Small Cap (34.45%)
Mid Cap (55.71%)
Large Cap (9.59%)
Sector Holdings
  • Financial Services26%
  • Capital Goods12.06%
  • Automobile and Auto Components9.81%
  • Healthcare9.45%
  • Consumer Services6.58%
Stock Holdings
  • ABB India Ltd5.36%
  • M&M Financial Services Ltd5.29%
  • Dr Lal Pathlabs Ltd4.91%
  • Atul Ltd4.11%
  • Supreme Industries Ltd4.06%

PORTFOLIO MANAGERS

George Heber Joseph
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms.

Other Schemes

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

ASK Investment Managers Ltd
ASK Investment Managers Ltd manages assets worth Rs 9296.04 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

9,296.04 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of ASK Emerging Opportunities Portfolio?
The hurdle rate of ASK Emerging Opportunities Portfolio is 8.00%.
What is the fixed fee charged in ASK Emerging Opportunities Portfolio ?
The fixed fee charged in ASK Emerging Opportunities Portfolio is 2.50%.
What is the variable fee charged in ASK Emerging Opportunities Portfolio ?
The variable fee charged in ASK Emerging Opportunities Portfolio is 1.50%.
What is the profit sharing in ASK Emerging Opportunities Portfolio ?
The profit sharing in ASK Emerging Opportunities Portfolio is 20% of performance over 8% on compounded hurdle.
What is the minimum investment in ASK Emerging Opportunities Portfolio ?
The minimum investment in ASK Emerging Opportunities Portfolio is ₹50 Lacs
What type of scheme is ASK Emerging Opportunities Portfolio?
ASK Emerging Opportunities Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of ASK Emerging Opportunities Portfolio?
The inception date of ASK Emerging Opportunities Portfolio is Aug 24, 2017.
What is the exit load of ASK Emerging Opportunities Portfolio?
Exit load is 0%