- Manager
- ASK Investment Managers
- Service
- Discretionary
- Asset class
- Equity
ASK Strategic Portfolio
−10.04%
1-year return
Benchmark S and P BSE 500 - TRI −2.33% · to 30 Sep 2026
ASK Investment Managers’ ASK Strategic Portfolio returned −10.04% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 - TRI. It managed ₹19.21 crore across its clients.
Key numbers
- AUM
- ₹19.21 Cr
- Benchmark
- S and P BSE 500 - TRI
- Turnover, past year
- 1.98×
- 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 | −6.76% | −5.57% | −1.19% |
| 3 months | −7.20% | −3.59% | −3.61% |
| 6 months | −0.20% | +8.07% | −8.27% |
| 1 year | −10.04% | −2.33% | −7.71% |
| 2 years | −11.06% | −3.93% | −7.13% |
| 3 years | +1.37% | +9.19% | −7.82% |
| 4 years | +3.44% | +11.21% | −7.77% |
| 5 years | +2.09% | +8.90% | −6.81% |
| Since inception | +12.39% | +11.59% | +0.80% |
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 equity99.90%₹19.19 Cr
- Cash and other0.10%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹22.26 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 1.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Strategic Portfolio returned?
−10.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.76%; 3 months: −7.20%; 6 months: −0.20%; 1 year: −10.04%; 2 years: −11.06%; 3 years: 1.37%; 4 years: 3.44%; 5 years: 2.09%; Since inception: 12.39%.
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 7.71 percentage points behind.
How much does ASK Strategic Portfolio manage?
₹19.21 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 Strategic 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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