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 Investement

Rs. 50 Lakh

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Investment Approach Trailing Returns

Period	Investment 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

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Mr. George Heber

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.