- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
ASK Wealth Core Balanced
+6.55%
1-year return
Benchmark NSE Multi Asset Index I +3.12% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Core Balanced returned 6.55% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index I. It managed ₹29.62 crore across its clients.
Key numbers
- AUM
- ₹29.62 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 1.97×
- 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 | −3.08% | −2.65% | −0.43% |
| 3 months | +0.11% | −0.75% | +0.86% |
| 6 months | +6.33% | +6.55% | −0.22% |
| 1 year | +6.55% | +3.12% | +3.43% |
| 2 years | +7.53% | +2.85% | +4.68% |
| 3 years | +13.38% | +9.81% | +3.57% |
| Since inception | +13.70% | +10.85% | +2.85% |
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 funds83.59%₹24.76 Cr
- Listed equity16.10%₹4.77 Cr
- Cash and other0.30%₹0.09 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹14.88 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 1.97×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Core Balanced returned?
6.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.08%; 3 months: 0.11%; 6 months: 6.33%; 1 year: 6.55%; 2 years: 7.53%; 3 years: 13.38%; Since inception: 13.70%.
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 3.43 percentage points ahead.
How much does ASK Wealth Core Balanced manage?
₹29.62 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 Balanced?
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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