ASK-DRP

EQUITY MULTI CAP

+6.64%

3Y annualised returns

+11.88%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

21 Jun '18

Total AUM

₹495.64Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.2%

Cash0.8%

Equity market cap split

Large Cap62.1%

Mid Cap30.7%

Small Cap6.3%

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

KG
Kuldeep Gangwar
Fund Manager
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About

Kuldeep has around 16 years of experience. This experience includes more than a decade in sell side equity research. His main domain expertise is in Consumer sector (FMCG & Retail). Prior to joining ASK, he was associated with HSBC Securities and Capital Markets (India) Private Limited as sell side research analyst. He has also worked with Tata Motors for 3 years. Kuldeep is an MBA (Finance) from IIT, Bombay and B. Tech (Electronics & Communication) from IIT Roorkee. He is CFA Charterholder. He joined ASK in Jan 2018.

Experience

Around 16 years of professional experience, including more than a decade in equity research.

Investment philosophy

Specializes in the Consumer sector (FMCG & Retail) with a background in sell-side equity research.

Previously worked at

HSBC Securities and Capital Markets
Tata Motors

Awards

Holds a CFA Charter, an MBA in Finance from IIT Bombay, and a B.Tech from IIT Roorkee.

BK
Bhavesh Kanani
Fund Manager
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About

Bhavesh has an overall 16 years of experience in equity research spanning global and domestic markets. His domain expertise is in BFSI (Banking & Financial Services Industry). Prior to joining ASK, he has worked with Centrum Broking, Sharekhan, Bank of America and Citigroup. Bhavesh is an MBA (Finance) from IBS, Mumbai. He is with ASK since 2013

Experience

16 years of experience in equity research across global and domestic markets.

Investment philosophy

Specializes in the Banking & Financial Services Industry (BFSI) sector.

Previously worked at