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ASK India Vision Portfolio
ASK India Vision Portfolio

ASK India Vision Portfolio

  • ASK Investment Managers Ltd
  • Multi Cap AND Flexi Cap
  • 138
    Out of 141*
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Portfolio age6 years, 9 months
1.91%
1.73%
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 31/07/2026)
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 (1.02%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (39.01%)
Large Cap (59.97%)
Sector Holdings
  • Financial Services33.45%
  • Automobile and Auto Components17.2%
  • Capital Goods10.95%
  • Healthcare6.43%
  • Oil, Gas & Consumable Fuels5.89%
Stock Holdings
  • Max Financial Services Ltd7.05%
  • HDFC Bank Ltd6.88%
  • Schaeffler India Ltd6.69%
  • Federal Bank Ltd5.89%
  • UNO Minda Ltd5.69%

PORTFOLIO MANAGERS

Kuldeep Gangwar
  • Manager Rank192 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM1511.97
  • Highest Return In 1 Yr2.67%
Profile

Kuldeep has around 20 years of experience. This experience includes more than a decade in sell side equity research. His main domain expertise is in Consumer sector (FMCG & Retail). Prior to joining ASK, he was associated with HSBC Securities and Capital Markets (India) Private Limited as sell side research analyst. He has also worked with Tata Motors for 3 years. Kuldeep is an MBA (Finance) from IIT, Bombay and B. Tech (Electronics & Communication) from IIT Roorkee. He is CFA Charterholder. He joined ASK in Jan 2018.

Other Schemes
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  • Grid
Compare
ASK India Select Portfolio
AUM (₹ Cr)
₹971.97 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
76 Out of 278
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
1.73%
ASK India Vision Portfolio
AUM (₹ Cr)
₹54.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 278
Fixed Fee
2.50%
Scheme Return
1.91%
Benchmark Return
1.73%
ASK Domestic Resurgence Portfolio
AUM (₹ Cr)
₹486.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
109 Out of 278
Fixed Fee
2.50%
Scheme Return
1.89%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
54
(As on Jul, 2026)
Inception Date
Nov 20, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE 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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INVESTMENT PHILOSOPHY

Objective

The portfolio aims to generate returns for the investors through price appreciation of the stocks held over a period of time

Investment Approach

The portfolio aims to generate returns for the investors through price appreciation of the stocks held over a period of time

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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Compare
ASK India Vision Portfolio
AUM (₹ Cr)
₹54.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
106 Out of 278
Fixed Fee
2.50%
Scheme Return
1.91%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*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 10361.30 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap, 2 Large Cap, 1 Small And Mid Cap, 1 Mid Cap and 1 Sector Fund schemes.

AUM (₹ cr)

10,361.30 (As on Jun, 2026)

Number of Schemes

11
Schemes From This AMC
  • table
  • Grid
Compare
ASK Indian Entrepreneur Portfolio
AUM (₹ Cr)
₹6,856.77 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
20 Out of 278
Fixed Fee
2.50%
Scheme Return
4.25%
Benchmark Return
1.73%
ASK Life Portfolio
AUM (₹ Cr)
₹21.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
10 Out of 30
Fixed Fee
2.50%
Scheme Return
2.82%
Benchmark Return
1.67%
ASK India Select Portfolio
AUM (₹ Cr)
₹971.97 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
76 Out of 278
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
1.73%
ASK Growth Portfolio
AUM (₹ Cr)
₹803.73 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
77 Out of 278
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
1.73%
ASK India Vision Portfolio
AUM (₹ Cr)
₹54.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 278
Fixed Fee
2.50%
Scheme Return
1.91%
Benchmark Return
1.73%
ASK Domestic Resurgence Portfolio
AUM (₹ Cr)
₹486.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
109 Out of 278
Fixed Fee
2.50%
Scheme Return
1.89%
Benchmark Return
1.73%
ASK Core Portfolio
AUM (₹ Cr)
₹139.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
22 Out of 30
Fixed Fee
2.50%
Scheme Return
1.84%
Benchmark Return
1.67%
ASK Emerging Opportunities Portfolio
AUM (₹ Cr)
₹217.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
21 Out of 62
Fixed Fee
2.50%
Scheme Return
1.83%
Benchmark Return
1.73%
ASK Strategic Portfolio
AUM (₹ Cr)
₹30.87 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
9 Out of 23
Fixed Fee
2.50%
Scheme Return
1.77%
Benchmark Return
1.73%
ASK Financial Opportunities Portfolio
AUM (₹ Cr)
₹158.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
2 Out of 2
Fixed Fee
2.50%
Scheme Return
-0.1%
Benchmark Return
1.67%
ASK Lighthouse Portfolio
AUM (₹ Cr)
₹464.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 278
Fixed Fee
2.50%
Scheme Return
-0.73%
Benchmark Return
1.73%
*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 India Vision Portfolio?
The hurdle rate of ASK India Vision Portfolio is 8.00%.
What is the fixed fee charged in ASK India Vision Portfolio ?
The fixed fee charged in ASK India Vision Portfolio is 2.50%.
What is the variable fee charged in ASK India Vision Portfolio ?
The variable fee charged in ASK India Vision Portfolio is 1.50%.
What is the profit sharing in ASK India Vision Portfolio ?
The profit sharing in ASK India Vision Portfolio is 20% of performance over 8% on compounded hurdle.
What is the minimum investment in ASK India Vision Portfolio ?
The minimum investment in ASK India Vision Portfolio is ₹50 Lacs
What type of scheme is ASK India Vision Portfolio?
ASK India Vision Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ASK India Vision Portfolio?
The inception date of ASK India Vision Portfolio is Nov 20, 2019.
What is the exit load of ASK India Vision Portfolio?
Exit load is 0%

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