ASK Investment Managers Ltd.

ASK Investment - ASK Strategic Portfolio

Equity, MID cap

AUM (Cr.)

65.00

Benchmark

S&P BSE 500 TRI

Inception Date

December 01, 2009

Minimum Investement

Rs. 50 Lakh

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Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	0.52	0.96
3M Return	4.01	6.57
6M Return	-3.09	5.62
1Y Return	-4.35	6.27
2Y Return	7.10	16.21
3Y Return	10.45	15.28
5Y Return	13.67	18.60
Since Inception	14.17	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 CIO & CEO - Equity at ASK, bringing over two decades of experience in equities and capital markets to lead investment strategy, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. Prior to this role, he served as the Chief Investment Officer at Jio BlackRock AMC, where he played a key role in setting up the India JV, and previously led investments and strategy at ITI Asset Management and ICICI Prudential PMS. During his tenure of over a decade at ICICI Prudential AMC, he was responsible for managing approximately $2 billion in equity assets. A qualified Chartered Accountant and Cost & Management Accountant, George is recognized for his stock-picking skills, long-term value approach, and a strong track record of scaling investment platforms.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
2.50%	NA	NA	NA

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