ASK Lighthouse Portfolio

ASK Investment Managers Ltd
Multi Cap AND Flexi Cap

Out of *
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Share

Portfolio age2 years, 7 months

1.56%

-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 (1.5%)

Allocation by Market Cap

Small Cap (6.3%)

Mid Cap (31.38%)

Large Cap (60.82%)

Sector Holdings

Financial Services27.13%
Automobile and Auto Components16.29%
Capital Goods13.75%
Construction13.39%
Oil, Gas & Consumable Fuels8.53%

Stock Holdings

Hindustan Aeronautics Ltd8.76%
Larsen & Toubro Ltd8.61%
UltraTech Cement Ltd7.96%
Schaeffler India Ltd6.24%
Infosys Ltd6.03%

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

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

FUND SUMMARY

AUM (₹ Cr)

449.90

(As on Aug, 2026)

Inception Date

Mar 07, 2024

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% of performance over 8% on compounded hurdle

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INVESTMENT PHILOSOPHY

Objective

To invest predominantly in a few concentrated themes / sectors at a time. – wherein structural transformation is underway, by constructing a portfolio of businesses across range of market capitalization.