What is the hurdle rate of ASK Growth Portfolio?

The hurdle rate of ASK Growth Portfolio is 8.00%.

What is the fixed fee charged in ASK Growth Portfolio ?

The fixed fee charged in ASK Growth Portfolio is 2.50%.

What is the variable fee charged in ASK Growth Portfolio ?

The variable fee charged in ASK Growth Portfolio is 1.50%.

What is the profit sharing in ASK Growth Portfolio ?

The profit sharing in ASK Growth Portfolio is 20% Profit sharing above 8% Hurdle.

What is the minimum investment in ASK Growth Portfolio ?

The minimum investment in ASK Growth Portfolio is ₹50 Lacs

What type of scheme is ASK Growth Portfolio?

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

What is the inception date of ASK Growth Portfolio?

The inception date of ASK Growth Portfolio is Jan 29, 2001.

ASK Growth Portfolio

ASK Investment Managers Ltd
Multi Cap AND Flexi Cap

134
Out of 136*
Compare
Share

Portfolio age25 years, 5 months

-1.58%

-0.17%

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 31/05/2026)

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 (1.74%)

Allocation by Market Cap

Small Cap (16.19%)

Mid Cap (15.97%)

Large Cap (66.1%)

Sector Holdings

Financial Services36.75%
Oil, Gas & Consumable Fuels9.45%
Information Technology9.4%
Consumer Services9.23%
Automobile and Auto Components7.34%

Stock Holdings

Kotak Mahindra Bank Ltd9.49%
Reliance Industries Ltd9.45%
HDFC Bank Ltd9.32%
Larsen & Toubro Ltd7%
Infosys Ltd6.09%

PORTFOLIO MANAGERS

Sandip Bansal

Manager Rank183 Out of 185
i
Rank is based on 3-year return
Schemes Managed3
Total AUM2365.5099999999998
Highest Return In 1 Yr-5.21%

Profile

Sandip has a work experience of over 20 years with 16+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank. Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021.

Other Schemes

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

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ASK Growth Portfolio

AUM (₹ Cr)

₹843.17 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

843.17

(As on May, 2026)

Inception Date

Jan 29, 2001

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 provide medium to long-term returns, by seeking to buy growth at value prices from a diversified portfolio of Indian equities with favorable long-term prospects. It is ideal for investors who would like to participate in India's growth opportunity.