ASK core Portfolio

ASK core Portfolio

EQUITY LARGE CAP
ASK CORE Portfolio employs a high conviction, risk-adjusted equity strategy, targeting fundamentally strong and attractively valued companies to generate sustainable, long-term returns – forming the CORE of a client’s portfolio
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3Y annualised returns
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Benchmark returns (NIFTY 50 Total Return Index)
Launch date
28 Jul '25
Total AUM
₹139.30Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.8%
Cash4.3%
₹139Cr
Equity market cap split
Large Cap75.7%
Mid Cap10.5%
Small Cap9.6%
₹133Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management

GH
George HeberJoseph
Fund Manager, PMS
View details

About
George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms.
PMS house
ASK Investment Managers
ASK Investment Managers
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