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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
  • 114
    Out of 120*
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Portfolio age6 years, 1 month
-0.38%
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 31/12/2025)
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 (3.15%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (38.18%)
Large Cap (58.67%)
Sector Holdings
  • Financial Services33.8%
  • Automobile and Auto Components17.7%
  • Capital Goods9.4%
  • Oil, Gas & Consumable Fuels6.67%
  • Telecommunication4.89%
Stock Holdings
  • HDFC Bank Ltd6.86%
  • Reliance Industries Ltd6.67%
  • Max Financial Services Ltd6.59%
  • The Federal Bank Ltd6.47%
  • UNO Minda Limited6.31%

bt_logoPORTFOLIO MANAGERS

Kuldeep Gangwar
  • Manager Rank161 Out of 169
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM2062
  • Highest Return In 1 Yr0.25%
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
  • table
  • Grid
Compare
ASK Domestic Resurgence Portfolio
AUM (₹ Cr)
₹612.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
80 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
ASK India Vision Portfolio
AUM (₹ Cr)
₹74.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
ASK India Select Portfolio
AUM (₹ Cr)
₹1,376.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.66%
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)
74
(As on Dec, 2025)
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

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 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

bt_logoCalculators

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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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ASK India Vision Portfolio
AUM (₹ Cr)
₹74.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
81 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 256
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 256
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 256
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 256
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 256
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*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 14425.00 crores. Its current offering of PMS schemes includes 2 Large Cap, 6 Multi Cap And Flexi Cap, 1 Sector Fund, 1 Mid Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

14,425.00 (As on Dec, 2025)

Number of Schemes

11
Schemes From This AMC
  • table
  • Grid
Compare
ASK Core Portfolio
AUM (₹ Cr)
₹100.94 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
5 Out of 29
Fixed Fee
2.50%
Scheme Return
0.01%
Benchmark Return
1.92%
ASK Indian Entrepreneur Portfolio
AUM (₹ Cr)
₹10,012.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
72 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.18%
Benchmark Return
0.96%
ASK Financial Opportunities Portfolio
AUM (₹ Cr)
₹190.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
2 Out of 3
Fixed Fee
2.50%
Scheme Return
-0.18%
Benchmark Return
1.92%
ASK Domestic Resurgence Portfolio
AUM (₹ Cr)
₹612.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
80 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
ASK India Vision Portfolio
AUM (₹ Cr)
₹74.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.38%
Benchmark Return
0.96%
ASK India Select Portfolio
AUM (₹ Cr)
₹1,376.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.66%
Benchmark Return
0.96%
ASK Life Portfolio
AUM (₹ Cr)
₹74.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
12 Out of 29
Fixed Fee
2.50%
Scheme Return
-0.75%
Benchmark Return
1.92%
ASK Growth Portfolio
AUM (₹ Cr)
₹1,109.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
110 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.79%
Benchmark Return
0.96%
ASK Strategic Portfolio
AUM (₹ Cr)
₹64.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
7 Out of 21
Fixed Fee
2.50%
Scheme Return
-1.03%
Benchmark Return
0.96%
ASK Emerging Opportunities Portfolio
AUM (₹ Cr)
₹481.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
26 Out of 53
Fixed Fee
2.50%
Scheme Return
-1.17%
Benchmark Return
0.96%
ASK Lighthouse Portfolio
AUM (₹ Cr)
₹543.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
161 Out of 256
Fixed Fee
2.50%
Scheme Return
-1.52%
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 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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