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ASK Financial Opportunities Portfolio
ASK  Financial Opportunities Portfolio

ASK Financial Opportunities Portfolio

  • ASK Investment Managers Ltd
  • Sector Fund
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PMS Bazaar
Portfolio age8 years, 4 months
-1.25%
-1.14%
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 (1.14%)
Allocation by Market Cap
Small Cap (29.65%)
Mid Cap (17.3%)
Large Cap (51.91%)
Sector Holdings
  • Financial Services98.86%
Stock Holdings
  • HDFC Bank Ltd13.17%
  • ICICI Bank Ltd12.79%
  • Bandhan Bank Ltd7.11%
  • RBL Bank Ltd6.23%
  • Home First Fin. Co India Ltd5.22%

PORTFOLIO MANAGERS

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

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined ASK in October 2005.

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 Financial Opportunities Portfolio?
The hurdle rate of ASK Financial Opportunities Portfolio is 8.00%.
What is the fixed fee charged in ASK Financial Opportunities Portfolio ?
The fixed fee charged in ASK Financial Opportunities Portfolio is 2.50%.
What is the variable fee charged in ASK Financial Opportunities Portfolio ?
The variable fee charged in ASK Financial Opportunities Portfolio is 1.50%.
What is the profit sharing in ASK Financial Opportunities Portfolio ?
The profit sharing in ASK Financial Opportunities Portfolio is 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in ASK Financial Opportunities Portfolio ?
The minimum investment in ASK Financial Opportunities Portfolio is ₹50 Lacs
What type of scheme is ASK Financial Opportunities Portfolio?
ASK Financial Opportunities Portfolio is an Equity scheme. It falls in the Sector Fund category.
What is the inception date of ASK Financial Opportunities Portfolio?
The inception date of ASK Financial Opportunities Portfolio is Jun 26, 2018.
What is the exit load of ASK Financial Opportunities Portfolio?
Exit load is 0%