- Manager
- ASK Investment Managers
- Service
- Discretionary
- Asset class
- Equity
ASK Specialised Portfolio
−2.16%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
ASK Investment Managers’ ASK Specialised Portfolio returned −2.16% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹121 crore across its clients.
Key numbers
- AUM
- ₹121 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 2.10×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.49% | −6.03% | +1.54% |
| 3 months | −2.32% | −4.91% | +2.59% |
| 6 months | +10.67% | +2.13% | +8.54% |
| 1 year | −2.16% | −7.09% | +4.93% |
| 2 years | −6.66% | −5.29% | −1.37% |
| 3 years | +4.66% | +6.05% | −1.39% |
| 4 years | +6.65% | +8.47% | −1.82% |
| 5 years | +4.36% | +6.37% | −2.01% |
| Since inception | +15.49% | +15.41% | +0.08% |
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 equity99.52%₹120 Cr
- Cash and other0.48%₹0.58 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.01 Cr
- Net, Sep 2026
- −₹1.01 Cr
- Net, FY to date
- −₹107 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 2.10×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Specialised Portfolio returned?
−2.16% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.49%; 3 months: −2.32%; 6 months: 10.67%; 1 year: −2.16%; 2 years: −6.66%; 3 years: 4.66%; 4 years: 6.65%; 5 years: 4.36%; Since inception: 15.49%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 4.93 percentage points ahead.
How much does ASK Specialised Portfolio manage?
₹121 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 Specialised 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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