ASK-EOP

ASK-EOP

EQUITY MID & SMALL CAP
Builds a concentrated portfolio of businesses representing quality and superior long-term compounding potential.
+4.69%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
24 Aug '17
Total AUM
₹242.51Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.7%
Cash0.3%
₹243Cr
Equity market cap split
Mid Cap52.9%
Small Cap34.4%
Large Cap12.4%
₹242Cr
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
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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.

CT
Chetan Thacker
Fund Manager
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About
Mr. Chetan Thacker has a total work experience of more than 11 years with 7 years plus in equity research. He has a sector research expertise in agriculture; chemicals; metals mining and midcaps. Previously Chetan has worked with McKinsey Co; HSBC InvestDirect; Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS.
Experience
Over 11 years of work experience, with more than 7 years in equity research.
Investment philosophy
Specializes in equity research across agriculture, chemicals, metals, mining, and midcap sectors.
Previously worked at
  • McKinsey Co
  • HSBC InvestDirect
  • Emkay Global Financial Services
Awards
  • Holds a CFA charter from ICFAI University and a PGDBM from NMIMS.
PMS house
ASK Investment Managers
ASK Investment Managers
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