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

The Ask Indian Entrepreneur 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 4.45%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ask Indian Entrepreneur Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Indian Entrepreneur Portfolio

Start Date

25 January 2010

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.12677 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sumit Jain

1 Yr. Return

4.45%

3 Yr. Return

6.73%

5 Yr. Return

17.89%

Ask Indian Entrepreneur Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

23

Top 5 Stocks%

26.12%

Top 5 Sectors%

63.49%

Portfolio Age

15 Yrs, 3 Months

SIP

Available

STP

Available

Average Market Cap

Rs.244848.65 Cr.

Ask Indian Entrepreneur 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 Indian Entrepreneur Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

66.45%

Mid Cap

21.07%

Small Cap

8.55%

Cash & Equivalent

3.93%

Check out Business Opportunities with Similar Brands

Ask Indian Entrepreneur Portfolio Strategy - Top 5 Sectors

Financial Services

15.07%

Services

10.59%

Healthcare

16.59%

Automobile and Auto Components

8.74%

Capital Goods

12.50%

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