- Manager
- ASK Investment Managers
- Service
- Discretionary
- Asset class
- Equity
ASK India Vision Portfolio
−4.95%
1-year return
Benchmark S and P BSE 500 - TRI −2.33% · to 30 Sep 2026
ASK Investment Managers’ ASK India Vision Portfolio returned −4.95% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 - TRI. It managed ₹45.15 crore across its clients.
Key numbers
- AUM
- ₹45.15 Cr
- Benchmark
- S and P BSE 500 - TRI
- Turnover, past year
- 1.31×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 - TRI | Difference |
|---|---|---|---|
| 1 month | −7.69% | −5.57% | −2.12% |
| 3 months | −4.94% | −3.59% | −1.35% |
| 6 months | +3.52% | +8.07% | −4.55% |
| 1 year | −4.95% | −2.33% | −2.62% |
| 2 years | −7.71% | −3.93% | −3.78% |
| 3 years | +1.30% | +9.19% | −7.89% |
| 4 years | +2.97% | +11.21% | −8.24% |
| 5 years | +1.75% | +8.90% | −7.15% |
| Since inception | +7.74% | +13.79% | −6.05% |
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 equity97.77%₹44.14 Cr
- Cash and other2.23%₹1.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.55 Cr
- Net, Sep 2026
- −₹1.55 Cr
- Net, FY to date
- −₹15.75 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 1.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK India Vision Portfolio returned?
−4.95% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.69%; 3 months: −4.94%; 6 months: 3.52%; 1 year: −4.95%; 2 years: −7.71%; 3 years: 1.30%; 4 years: 2.97%; 5 years: 1.75%; Since inception: 7.74%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 - TRI, returned −2.33% over the year, so the strategy was 2.62 percentage points behind.
How much does ASK India Vision Portfolio manage?
₹45.15 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 India Vision 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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