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

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

It falls under the SMALL & MID 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 2.27%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ask Emerging Opportunities Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Opportunities Portfolio

Start Date

24 August 2017

Category

SMALL & MID CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.582 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Chetan Thacker

1 Yr. Return

2.27%

3 Yr. Return

8.55%

5 Yr. Return

17.83%

Ask Emerging Opportunities Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

25.28%

Top 5 Sectors%

73.27%

Portfolio Age

6 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Rs.171410.28 Cr.

Ask Emerging Opportunities 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 Emerging Opportunities Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

42.82%

Mid Cap

29.84%

Small Cap

25.62%

Cash & Equivalent

1.72%

Check out Business Opportunities with Similar Brands

Ask Emerging Opportunities Portfolio Strategy - Top 5 Sectors

Financial Services

17.04%

Healthcare

8.53%

Fast Moving Consumer Goods

12.29%

Capital Goods

27.61%

Consumer Durables

7.80%

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