- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
ASK Wealth Core Aggressive
+1.86%
1-year return
Benchmark NSE Multi Asset Index I +3.12% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Core Aggressive returned 1.86% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index I. It managed ₹26.31 crore across its clients.
Key numbers
- AUM
- ₹26.31 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 1.20×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index I | Difference |
|---|---|---|---|
| 1 month | −3.92% | −2.65% | −1.27% |
| 3 months | −1.08% | −0.75% | −0.33% |
| 6 months | +7.85% | +6.55% | +1.30% |
| 1 year | +1.86% | +3.12% | −1.26% |
| 2 years | +0.59% | +2.85% | −2.26% |
| 3 years | +9.89% | +9.81% | +0.08% |
| 4 years | +11.38% | +10.12% | +1.26% |
| Since inception | +11.89% | +9.82% | +2.07% |
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 funds91.14%₹23.98 Cr
- Listed equity8.67%₹2.28 Cr
- Cash and other0.15%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.63 Cr
- Net, Sep 2026
- −₹2.63 Cr
- Net, FY to date
- ₹1.93 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 1.20×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Core Aggressive returned?
1.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.92%; 3 months: −1.08%; 6 months: 7.85%; 1 year: 1.86%; 2 years: 0.59%; 3 years: 9.89%; 4 years: 11.38%; Since inception: 11.89%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index I, returned 3.12% over the year, so the strategy was 1.26 percentage points behind.
How much does ASK Wealth Core Aggressive manage?
₹26.31 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 Core Aggressive?
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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