Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
07 Mar '24
Total AUM
₹467.00Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.5%
Cash0.5%
Equity market cap split
Large Cap61.3%
Small Cap23.0%
Mid Cap15.2%
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