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ASK Emerging Opportunities Portfolio
ASK Emerging Opportunities Portfolio

ASK Emerging Opportunities Portfolio

  • ASK Investment Managers Ltd
  • Small AND Mid Cap
  • 27
    Out of 27*
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Portfolio age8 years, 4 months
0.49%
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

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
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 (0.26%)
Allocation by Market Cap
Small Cap (27.64%)
Mid Cap (62.4%)
Large Cap (9.7%)
Sector Holdings
  • Financial Services45.76%
  • Automobile and Auto Components13.36%
  • Capital Goods10.19%
  • Healthcare9.07%
  • Construction Materials5.9%
Stock Holdings
  • The Federal Bank Ltd9.17%
  • Indian Energy Exchange Ltd8.61%
  • BSE Ltd8.42%
  • Bse Limited7.23%
  • Central Depository Services (India) Ltd5.68%

bt_logoPORTFOLIO MANAGERS

George Heber Joseph
  • Manager Rank34 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUM702
  • Highest Return In 1 Yr1.21%
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
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ASK Life Portfolio
AUM (₹ Cr)
₹75.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 29
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
1.92%
ASK Core Portfolio
AUM (₹ Cr)
₹49.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
12 Out of 29
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
1.92%
ASK Strategic Portfolio
AUM (₹ Cr)
₹65.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 21
Fixed Fee
2.50%
Scheme Return
0.52%
Benchmark Return
0.96%
ASK Emerging Opportunities Portfolio
AUM (₹ Cr)
₹513.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
16 Out of 53
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
513
(As on Nov, 2025)
Inception Date
Aug 24, 2017
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
20% of performance over 8% on compounded hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective is to build a concentrated portfolio of businesses across range of market capitalization (large, mid, and small cap), representing quality and superior long-term compounding potential.

Investment Approach

The objective is to build a concentrated portfolio of businesses across range of market capitalization (large, mid, and small cap), representing quality and superior long-term compounding potential.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ASK Emerging Opportunities Portfolio
AUM (₹ Cr)
₹513.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
16 Out of 53
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
0.96%
Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 53
Fixed Fee
No Option
Scheme Return
3.44%
Benchmark Return
1.92%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
1.92%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹551.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
0.96%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
*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 15028.21 crores. Its current offering of PMS schemes includes 1 Sector Fund, 6 Multi Cap And Flexi Cap, 2 Large Cap, 1 Mid Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

15,028.21 (As on Nov, 2025)

Number of Schemes

11
Schemes From This AMC
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  • Grid
Compare
ASK Financial Opportunities Portfolio
AUM (₹ Cr)
₹189.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
2 Out of 3
Fixed Fee
2.50%
Scheme Return
3.9%
Benchmark Return
1.92%
ASK India Vision Portfolio
AUM (₹ Cr)
₹75.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
34 Out of 259
Fixed Fee
2.50%
Scheme Return
1.94%
Benchmark Return
0.96%
ASK Indian Entrepreneur Portfolio
AUM (₹ Cr)
₹10,345.36 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
35 Out of 259
Fixed Fee
2.50%
Scheme Return
1.9%
Benchmark Return
0.96%
ASK Domestic Resurgence Portfolio
AUM (₹ Cr)
₹643.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
38 Out of 259
Fixed Fee
2.50%
Scheme Return
1.86%
Benchmark Return
0.96%
ASK Life Portfolio
AUM (₹ Cr)
₹75.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 29
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
1.92%
ASK Core Portfolio
AUM (₹ Cr)
₹49.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
12 Out of 29
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
1.92%
ASK Lighthouse Portfolio
AUM (₹ Cr)
₹590.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
62 Out of 259
Fixed Fee
2.50%
Scheme Return
1.25%
Benchmark Return
0.96%
ASK Strategic Portfolio
AUM (₹ Cr)
₹65.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 21
Fixed Fee
2.50%
Scheme Return
0.52%
Benchmark Return
0.96%
ASK Growth Portfolio
AUM (₹ Cr)
₹1,163.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
104 Out of 259
Fixed Fee
2.50%
Scheme Return
0.5%
Benchmark Return
0.96%
ASK Emerging Opportunities Portfolio
AUM (₹ Cr)
₹513.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
16 Out of 53
Fixed Fee
2.50%
Scheme Return
0.49%
Benchmark Return
0.96%
ASK India Select Portfolio
AUM (₹ Cr)
₹1,426.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 259
Fixed Fee
2.50%
Scheme Return
0.47%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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%

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