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%
Equity market cap split
Large Cap52.4%
Mid Cap22.7%
Small Cap20.1%
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
View details
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
View details
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
View details
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.