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

The Ask Domestic Resurgence 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 0.10%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ask Domestic Resurgence Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Domestic Resurgence Portfolio

Start Date

01 January 2016

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.737 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Bhavesh Kanani

1 Yr. Return

0.10%

3 Yr. Return

9.95%

5 Yr. Return

18.51%

Ask Domestic Resurgence Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

25

Top 5 Stocks%

25.32%

Top 5 Sectors%

70.65%

Portfolio Age

5 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Rs.166138.14 Cr.

Ask Domestic Resurgence 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 Domestic Resurgence Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

43.09%

Mid Cap

30.49%

Small Cap

25.80%

Cash & Equivalent

0.62%

Check out Business Opportunities with Similar Brands

Ask Domestic Resurgence Portfolio Strategy - Top 5 Sectors

Financial Services

17.23%

Healthcare

8.32%

Fast Moving Consumer Goods

11.70%

Capital Goods

27.93%

Consumer Durables

5.47%

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