- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Equity
ASK Wealth Core Equity
−0.01%
1-year return
Benchmark NIFTY50 TRI −7.09% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Core Equity returned −0.01% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50 TRI. It managed ₹48.20 crore across its clients.
Key numbers
- AUM
- ₹48.20 Cr
- Benchmark
- NIFTY50 TRI
- Turnover, past year
- 0.84×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.39% | −6.03% | +1.64% |
| 3 months | −1.56% | −4.91% | +3.35% |
| 6 months | +9.26% | +2.13% | +7.13% |
| 1 year | −0.01% | −7.09% | +7.08% |
| 2 years | −2.33% | −5.29% | +2.96% |
| Since inception | +4.40% | +2.35% | +2.05% |
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 funds99.98%₹48.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹1.31 Cr
- Net, Sep 2026
- −₹0.81 Cr
- Net, FY to date
- −₹3.78 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.84×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Core Equity returned?
−0.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.39%; 3 months: −1.56%; 6 months: 9.26%; 1 year: −0.01%; 2 years: −2.33%; Since inception: 4.40%.
How has it done against its benchmark?
Its benchmark, the NIFTY50 TRI, returned −7.09% over the year, so the strategy was 7.08 percentage points ahead.
How much does ASK Wealth Core Equity manage?
₹48.20 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 Equity?
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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