ASK - ISP

ASK - ISP

EQUITY MULTI CAP
Size of opporunity / Earnings Growth / Quality of Business / Price-Value GAP / PBT > 75 Cr. for trailing 4 qtrs / about 20 stocks with optimal blend and minimum margin of safety of 15%
+3.67%
3Y annualised returns
+11.88%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
04 Jan '10
Total AUM
₹953.19Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.3%
Cash4.7%
₹953Cr
Equity market cap split
Large Cap52.4%
Mid Cap22.7%
Small Cap20.1%
₹908Cr
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

SB
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

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.

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.
PMS house
ASK Investment Managers
ASK Investment Managers
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