- Manager
- ASK Investment Managers
- Service
- Discretionary
- Asset class
- Equity
ASK Financial Opportunities Portfolio
−5.59%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
ASK Investment Managers’ ASK Financial Opportunities Portfolio returned −5.59% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹145 crore across its clients.
Key numbers
- AUM
- ₹145 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.42×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.42% | −6.03% | −0.39% |
| 3 months | −7.68% | −4.91% | −2.77% |
| 6 months | +3.53% | +2.13% | +1.40% |
| 1 year | −5.59% | −7.09% | +1.50% |
| 2 years | −0.48% | −5.29% | +4.81% |
| 3 years | +7.16% | +6.05% | +1.11% |
| 4 years | +6.31% | +8.47% | −2.16% |
| 5 years | +3.67% | +6.37% | −2.70% |
| Since inception | +6.87% | +10.71% | −3.84% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.24%₹144 Cr
- Cash and other0.76%₹1.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.08 Cr
- Outflow, Sep 2026
- ₹8.34 Cr
- Net, Sep 2026
- −₹8.26 Cr
- Net, FY to date
- −₹28.83 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 1.42×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Financial Opportunities Portfolio returned?
−5.59% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.42%; 3 months: −7.68%; 6 months: 3.53%; 1 year: −5.59%; 2 years: −0.48%; 3 years: 7.16%; 4 years: 6.31%; 5 years: 3.67%; Since inception: 6.87%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 1.50 percentage points ahead.
How much does ASK Financial Opportunities Portfolio manage?
₹145 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages ASK Financial Opportunities Portfolio?
ASK Investment Managers, a SEBI-registered portfolio manager (INP000008066), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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