ASK - FOP

EQUITY

To build a investment approach of around 10-15 businesses representing quality andsuperior long-term compounding potential, largely representing from the Banking and Financial Services industry.

+9.13%

3Y annualised returns

+8.56%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

26 Jun '18

Total AUM

₹172.71Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.3%

Cash0.7%

Equity market cap split

Large Cap51.9%

Small Cap29.9%

Mid Cap17.5%

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.

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