ASK - Growth

EQUITY MULTI CAP

Invests in pedigreed, well-established businesses with the highest 'Size of Opportunity'.

+4.80%

3Y annualised returns

+11.88%

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

Launch date

29 Jan '01

Total AUM

₹724.64Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.2%

Cash3.9%

Equity market cap split

Large Cap54.9%

Mid Cap22.0%

Small Cap19.3%

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

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Sandip Bansal
Senior Portfolio Manager
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About

Mr. Sandip Bansal has a work experience of over 19 years with 15+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank.Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021

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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