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Premium Access PMS

ASK GROWTH PORTFOLIO STP

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Fund Managers Sameer Dev
Benchmark BSE 500 TRI
Share: f x in w

About Company

ASK Investment Managers Limited

Leading asset and wealth management firm ASK Investment Managers Ltd (ASKIM) primarily serves the HNI and UHNI markets in India. One of the first businesses in India to get a license for portfolio management services, our company is presently one of the biggest providers of discretionary equity portfolio management services. They’ve created India’s first AIF with digital client onboarding, a paperless and simple procedure, and were the first Portfolio Management Company to establish operations in GIFT city for foreign investors, among other recent industry first achievements.Their current clients include HNIs, Institutions, Pension Funds, Endowments, SWFs, Family Offices and Multi-Managers.

What is ASK Growth Portfolio STP?

ASK Growth Portfolio STP is an equity-focused Portfolio Management Service (PMS) strategy managed by ASK Investment Managers Limited. The strategy is designed for investors seeking medium- to long-term participation in India's growth opportunity through a portfolio of companies with favourable long-term prospects.

With a minimum investment requirement of ₹50 lakh, the strategy is positioned for investors looking to access a professionally managed equity portfolio rather than managing individual stocks independently.

ASK Growth Portfolio STP - Key Details

Particular Details
PMS Provider ASK Investment Managers Limited
Strategy Name ASK Growth Portfolio STP
Product Type Equity
Benchmark BSE 500 TRI
Inception Date 05 November 2019
Strategy Age 6.10 years
AUM ₹4.01 crore
Minimum Investment ₹50 lakh
Fund Manager Mr. Sandip Bhansal
Fixed Fees NA
Variable Fees NA
Exit Load NA

Investment Approach

ASK Growth Portfolio STP follows an equity-oriented approach focused on medium- to long-term returns. The strategy seeks to build a portfolio around companies that demonstrate favourable long-term prospects.

The core idea is to participate in India's growth story by investing in businesses that can potentially benefit from structural and economic opportunities over the longer term.

Rather than focusing only on short-term market movements, the strategy's stated purpose centres on identifying opportunities with a longer investment horizon.

Why the BSE 500 TRI Benchmark Matters

The strategy uses the BSE 500 TRI as its benchmark. The BSE 500 represents a broad segment of the Indian equity market, covering companies across different sectors and market capitalisations.

Using a Total Return Index (TRI) also accounts for dividends when measuring benchmark performance. Investors can therefore use the benchmark as a reference point while reviewing the strategy's historical performance.

However, benchmark comparison should be considered alongside factors such as portfolio composition, investment style, risk, market conditions and the strategy's investment horizon.

Fund Manager

Mr. Sandip Bhansal is the fund manager associated with ASK Growth Portfolio STP. The fund manager's role includes implementing the strategy's investment approach and managing portfolio decisions within the stated mandate.

For investors evaluating a PMS, understanding the fund manager's experience, investment philosophy and portfolio-management approach can be an important part of due diligence.

Who May Consider This Strategy?

ASK Growth Portfolio STP may be relevant for investors who:

  • Have a minimum investment capacity of ₹50 lakh.
  • Are looking for professionally managed equity exposure.
  • Have a medium- to long-term investment horizon.
  • Want to participate in India's potential long-term growth.
  • Prefer a portfolio managed by an established PMS provider.

Equity investments are subject to market risks, and past performance does not guarantee future results. Investors should review the complete portfolio, performance history, fees, risk factors and applicable PMS documents before making an investment decision.

ASK Growth Portfolio STP on ALTPORT

ALTPORT provides investors with access to information on PMS strategies such as ASK Growth Portfolio STP, helping them examine key details in one place. Investors can compare relevant information across strategies and conduct their own due diligence before proceeding.

Disclaimer: The information presented is for educational and informational purposes only and should not be considered investment advice or a recommendation to invest. PMS investments involve market risks and investors should consult qualified professionals and review official scheme documents before investing.

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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

ASK GROWTH PORTFOLIO STP

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

ASK Investment Managers Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹4.01 -0.51 4.04 -2.25 -4.50 -8.47 3.58 3.56 2.16 8.73
Benchmark NA -0.09 3.86 1.43 4.72 -0.11 12.08 11.89 10.90 14.93
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Sameer Dev

Sameer Dev

Sameer joined ASK Capital Management in 2016 and has over 30 years of experience in the Global Asset Management industry. Responsible for implementing the international growth strategy for ASK’s product offerings, he serves as a Member of the Board for ASK Capital Management Pte Limited and ASK Real Estate Fund vehicles domiciled in Singapore. Sameer’s previous experience includes leadership roles at Deutsche Asset Management, Principal Global Investors and Franklin Templeton in Singapore and Hong Kong. Sameer has a Bachelor’s Degree in Advanced Accountancy & Economics from Pune University.

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