← ASK Investment Managers LimitedInvestment Approach

ASK STRATEGIC PORTFOLIO

Managed by Mr. Sandip Bhansal at ASK Investment Managers Limited — ASK Strategic Portfolio follows a very rigorous, disciplined, value-creating, filters-based approach and aims to invest in firms of high quality of business and management superior earnings growth and price-value gap

EquityDiscretionary₹21 Cr AUMSEBI · INP000008066

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

ASK STRATEGIC PORTFOLIOBSE 500 TRI₹1 Cr → ₹7.89 Cr

6M-6.1%

1Y-4.3%

2Y-7.8%

3Y+3.6%

4Y+5.3%

5Y+4.0%

7Y+11.8%

10Y+9.8%

1M-2.2%BM -0.1%α -2.1

3M-0.2%BM +3.9%α -4.1

6M

Approach

The objective

ASK Strategic Portfolio follows a very rigorous, disciplined, value-creating, filters-based approach and aims to invest in firms of high quality of business and management superior earnings growth and price-value gap

Fund manager

MS

Mr. Sandip Bhansal

Emailsandip.bansal@askinvestmentmanagers.com

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeDiscretionary

Min investment₹50,00,000

Inception2009 · 17 yrs

IA registered31-12-2009

AUM as of31-08-2026

APMI IA ID921

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover152% (1Y) · 20% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

-6.1%

BM +1.4%

α -7.5

1Y-4.3%BM +4.7%α -9.0

3Y · CAGR+3.6%BM +12.1%α -8.5

5Y · CAGR+4.0%BM +10.9%α -6.9