- Manager
- ASK Investment Managers
- Service
- Discretionary
- Asset class
- Equity
ASK Special Opportunities Portfolio
−10.53%
1-year return
Benchmark S and P BSE 500 - TRI −2.33% · to 30 Sep 2026
ASK Investment Managers’ ASK Special Opportunities Portfolio returned −10.53% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 - TRI. It managed ₹35.95 crore across its clients.
Key numbers
- AUM
- ₹35.95 Cr
- Benchmark
- S and P BSE 500 - TRI
- Turnover, past year
- 0.76×
- 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 | −7.87% | −5.57% | −2.30% |
| 3 months | −4.23% | −3.59% | −0.64% |
| 6 months | +1.01% | +8.07% | −7.06% |
| 1 year | −10.53% | −2.33% | −8.20% |
| Since inception | −7.88% | +1.09% | −8.97% |
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 equity99.19%₹35.66 Cr
- Cash and other0.81%₹0.29 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0 Cr
- Outflow, Sep 2026
- ₹2.41 Cr
- Net, Sep 2026
- −₹2.40 Cr
- Net, FY to date
- −₹9.39 Cr
- Turnover, month
- 0.26×
- Turnover, past year
- 0.76×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Special Opportunities Portfolio returned?
−10.53% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.87%; 3 months: −4.23%; 6 months: 1.01%; 1 year: −10.53%; Since inception: −7.88%.
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 8.20 percentage points behind.
How much does ASK Special Opportunities Portfolio manage?
₹35.95 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 Special 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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