Live Fund
ASK Investment Managers Ltd.

ASK Investement - ASK Emerging Opportunities Portfolio

Equity · Small & Mid Cap
AUM (Cr.)
513.00
Benchmark
S&P BSE 500 TRI
Inception Date
August 24, 2017
Minimum Investment
Rs. 50 Lakh
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Investment Approach Trailing Returns

PeriodInvestment Approach (%)Benchmark (%)
1M Return
0.49
0.96
3M Return
3.81
6.57
6M Return
-3.24
5.62
1Y Return
-4.73
6.27
2Y Return
7.04
16.21
3Y Return
10.15
15.28
5Y Return
13.10
18.60
Since Inception
11.10
14.90

Investment Approach vs Benchmark

Data Undisclosed
Data Undisclosed

Market Composition

Large Cap
Mid Cap
Small Cap
Cash
Data Undisclosed

Fund Manager

Mr. George Heber

About the Fund Manager

Mr. George Heber Joseph is the CEO & CIO – Equity at ASK Investment Managers, where he leads the firm's investment strategy, product innovation, and equity performance. With over two decades of experience in capital markets, he is a seasoned investment professional known for his disciplined, bottom-up stock-picking approach and focus on long-term wealth creation. Prior to his current leadership role at ASK, he served as the first Chief Investment Officer of the Jio BlackRock Joint Venture and was the CEO & CIO at ITI Mutual Fund. He also spent over a decade at ICICI Prudential AMC, where he managed flagship equity portfolios with significant assets under management. A qualified Chartered Accountant (CA) and Cost & Management Accountant (CMA), he combines deep financial expertise with a "quality-focused" investment philosophy.

Fee Structure

Fixed Fee (%)Performance Fee (%)Hurdle Rate (%)Exit Load (%)
2.50% 20% 8% 0%

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.

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