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

The Ask India Vision 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 -5.74%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ask India Vision Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

India Vision Portfolio

Start Date

20 November 2019

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 501

AUM (Rs.)

Rs.132 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Kuldeep Gangwar

1 Yr. Return

-5.74%

3 Yr. Return

4.00%

5 Yr. Return

14.24%

Ask India Vision Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

25.80%

Top 5 Sectors%

59.77%

Portfolio Age

Not Disclosed

SIP

NA

STP

NA

Average Market Cap

Rs.124858.03 Cr.

Ask India Vision 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 India Vision Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

32.63%

Mid Cap

39.12%

Small Cap

27.37%

Cash & Equivalent

0.88%

Check out Business Opportunities with Similar Brands

Ask India Vision Portfolio Strategy - Top 5 Sectors

Financial Services

8.85%

Healthcare

8.92%

Fast Moving Consumer Goods

6.26%

Capital Goods

27.13%

Chemicals

8.61%

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