ASK Growth Portfolio

ASK Investment Managers Ltd
Multi Cap AND Flexi Cap

Out of *
Compare
Share

Portfolio age25 years, 8 months

-0.38%

-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 (4.11%)

Allocation by Market Cap

Small Cap (20.66%)

Mid Cap (21.77%)

Large Cap (53.46%)

Sector Holdings

Financial Services33.19%
Consumer Services11.05%
Information Technology8.85%
Automobile and Auto Components7.08%
Power5.41%

Stock Holdings

HDFC Bank Ltd9.62%
Kotak Mahindra Bank Ltd6.43%
Eternal Ltd6.39%
CreditAccess Grameen Ltd5.72%
PB Fintech Ltd5.49%

PORTFOLIO MANAGERS

Sandip Bansal

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

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

table
Grid

Compare

No Data Found!

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

FUND SUMMARY

AUM (₹ Cr)

696.50

(As on Aug, 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

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

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.