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ASK Emerging Opportunities Portfolio
ASK Emerging Opportunities Portfolio

ASK Emerging Opportunities Portfolio

  • ASK Investment Managers Ltd
  • Small AND Mid Cap
  • 30
    Out of 30*
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PMS Bazaar
Portfolio age8 years, 10 months
-1.05%
-0.17%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.24%)
Allocation by Market Cap
Small Cap (35.5%)
Mid Cap (46.47%)
Large Cap (17.79%)
Sector Holdings
  • Financial Services39.58%
  • Healthcare11.72%
  • Automobile and Auto Components9.84%
  • Capital Goods8.89%
  • Consumer Durables7.58%
Stock Holdings
  • Jio Financial Services Ltd10.03%
  • Indian Energy Exchange Ltd9.94%
  • Jio Financial Services Limited9.84%
  • PB Fintech Ltd8.07%
  • Oberoi Realty Ltd6.03%

bt_logoPORTFOLIO MANAGERS

George Heber Joseph
  • Manager Rank40 Out of 40
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUM485.71
  • Highest Return In 1 Yr-8.98%
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
AUM (₹ Cr)
₹292.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
53 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹47.71 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
22 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹110.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹36.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
29 Out of 30
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹292.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
53 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹306.19 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹59.93 Cr
Hurdle Rate
15.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 59
Fixed Fee
No Option
AUM (₹ Cr)
₹128.57 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 59
Fixed Fee
2.00%
AUM (₹ Cr)
₹917.38 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹2,179.83 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 59
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

ASK Investment Managers Ltd
ASK Investment Managers Ltd manages assets worth Rs 10962.96 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap, 1 Small And Mid Cap, 1 Mid Cap, 2 Large Cap and 1 Sector Fund schemes.

AUM (₹ cr)

10,962.96 (As on May, 2026)

Number of Schemes

11
Schemes From This AMC
AUM (₹ Cr)
₹7,636.90 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
210 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹59.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
218 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹510.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
220 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹292.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
53 Out of 59
Fixed Fee
2.50%
AUM (₹ Cr)
₹47.71 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
22 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹843.17 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
278 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,028.34 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
279 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹110.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹494.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
280 Out of 285
Fixed Fee
2.50%
AUM (₹ Cr)
₹36.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
29 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹161.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
2 Out of 2
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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%