- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Equity
ASK Wealth CICERO Smart Beta
−2.03%
1-year return
Benchmark NIFTY50 TRI −7.09% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth CICERO Smart Beta returned −2.03% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50 TRI. It managed ₹24.08 crore across its clients.
Key numbers
- AUM
- ₹24.08 Cr
- Benchmark
- NIFTY50 TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.94% | −6.03% | +0.09% |
| 3 months | −3.67% | −4.91% | +1.24% |
| 6 months | +7.00% | +2.13% | +4.87% |
| 1 year | −2.03% | −7.09% | +5.06% |
| Since inception | −3.04% | −3.58% | +0.54% |
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
- Mutual funds99.96%₹24.07 Cr
- Cash and other0.04%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹4.62 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth CICERO Smart Beta returned?
−2.03% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.94%; 3 months: −3.67%; 6 months: 7.00%; 1 year: −2.03%; Since inception: −3.04%.
How has it done against its benchmark?
Its benchmark, the NIFTY50 TRI, returned −7.09% over the year, so the strategy was 5.06 percentage points ahead.
How much does ASK Wealth CICERO Smart Beta manage?
₹24.08 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 Wealth CICERO Smart Beta?
ASK Wealth Advisors, a SEBI-registered portfolio manager (INP000007827), 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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