ASK Investment Managers Ltd.

ASK Investment - ASK Financial Opportunities Portfolio

Equity, Sector Fund

AUM (Cr.)

189.00

Benchmark

S&P BSE 500 TRI

Inception Date

June 26, 2018

Minimum Investement

Rs. 50 Lakh

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Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	3.90	1.92
3M Return	14.92	7.45
6M Return	10.63	6.68
1Y Return	21.35	9.94
2Y Return	18.68	15.49
3Y Return	14.81	13.10
5Y Return	12.81	16.46
Since Inception	10.17	14.08

Investment Approach vs Benchmark

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Mr. Sumit Jain

Mr. Sumit Jain serves as the Fund Manager - Deputy CIO at ASK, bringing approximately 19 years of experience in Indian equity markets. He has been pivotal in the firm's growth, notably conceptualizing the Indian Entrepreneur strategy and currently managing its portfolio with an AUM exceeding USD 2.5 billion. A key member of the team since October 2005, Sumit also oversees other investment strategies and was instrumental in building ASK's proprietary valuation models. A Postgraduate in Management from Mumbai University, his prior experience includes roles at ICICI Prudential Life Insurance and First Global Securities.

Fee Structure

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

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.