ASK PMS Logo

Ask Growth Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ask Growth Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -4.56%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ask Growth Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth Portfolio

Start Date

29 January 2001

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.1419 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Chetan Thacker

1 Yr. Return

-4.56%

3 Yr. Return

6.52%

5 Yr. Return

15.35%

Ask Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

24

Top 5 Stocks%

22.33%

Top 5 Sectors%

59.96%

Portfolio Age

24 Yrs, 3 Months

SIP

Available

STP

Available

Average Market Cap

Rs.212253.94 Cr.

Ask Growth Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 8.00% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

1.00%

Ask Growth Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

46.79%

Mid Cap

33.37%

Small Cap

17.03%

Cash & Equivalent

2.81%

Check out Business Opportunities with Similar Brands

Ask Growth Portfolio Strategy - Top 5 Sectors

Financial Services

11.10%

Healthcare

7.94%

Automobile and Auto Components

9.48%

Fast Moving Consumer Goods

8.56%

Capital Goods

22.88%

Customer ratings and reviews of Ask Growth Portfolio PMS Strategy

Double your Investment in 3 YearsInvest in PMS