ASK-IVP

EQUITY MULTI CAP

Aims to generate returns for investors through price appreciation of stocks held over a period of time.

+3.37%

3Y annualised returns

+11.88%

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

Launch date

20 Nov '19

Total AUM

₹55.15Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.9%

Cash1.1%

Equity market cap split

Large Cap61.9%

Mid Cap30.7%

Small Cap6.3%

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

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