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At ASK Investment Managers (ASK IM), we design concepts to provide differentiated, customised solutions, with all of them adhering to our common and consistent investment philosophy. We aim at creating long-term sustained wealth for you, short-term volatility notwithstanding.
Our suite of offerings is basically derived from our investment approach based on imbuing our five key investment attributes: size of opportunity, quality of business, management quality, earnings growth, and value.
Quality of management is a qualitative attribute, while the other four are quantitative, and its threshold for clearance is kept at the 'highest' level. As far as quantitative factors are concerned, the threshold is kept at 'high to highest level' of clearance.
Before a stock is included in the portfolio, it will have to adhere to all the five investment attributes. However, each of our offerings are differentiated by the dominance of one of the four quantifiable parameters, as illustrated below:
*ASK India Select portfolio is a best ideas portfolio representing all the key value-creating attributes. The portfolio represents an eclectic mix of size, growth, quality and value; to achieve optimal balance.
The ASK Growth portfolio invests into pedigreed, well-established businesses having the highest 'Size of Opportunity', while ensuring that the earnings growth, quality of business and price-value gap remain at a high - highest level of clearance. The quality of management remains at the highest level.
Watch a short video explaining the Portfolio Philosophy:
https://www.youtube.com/watch?v=9IgyozjlsfQ&t=26s
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Growth Portfolio |
3.6% |
17.3% |
9.4% |
18.1% |
18.7% |
BSE 500-TRI |
11.3% |
23.3% |
12.6% |
16.4% |
15.2% |
* Inception Date: 29th January 2001
Note: Performance figures are net of all fees and expenses.
The objective of ASK Life portfolio is to earn long-term fail-safe character through investing in extremely high-quality businesses with consistent and visible earnings growth, meaningfully large size of opportunity and sizeable price-value gap. The quality of management remains at the highest level. For inclusion in the portfolio, the investment prospects have to pass the following criteria:
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Life Portfolio |
1.7% |
17.6% |
8.8% |
14.7% |
15.4% |
Nifty50-TRI |
9.5% |
20.6% |
11.8% |
14.8% |
11.8% |
* Inception Date: 1st September 2008
Note: Performance figures are net of all fees and expenses.
The portfolio invests into ASK Indian entrepreneurs with adequate skin in the game who have demonstrated high standards of governance, vision, execution, wisdom, capital allocation and capital distribution skills. They run businesses that are amongst the highest long-term earnings growth.
Watch a short video explaining the Portfolio Philosophy:
https://www.youtube.com/watch?v=vG51aqcsvuI
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Indian Entrepreneur Portfolio |
4.3% |
20.1% |
10.7% |
19.5% |
17.4% |
BSE 500-TRI |
11.3% |
23.3% |
12.6% |
16.4% |
12.3% |
* Inception Date: 25th January 2010
Note: Performance figures are net of all fees and expenses.
The ASK strategic portfolio emphasises on investing into businesses with among the highest 'margin of safety' or 'price-value gap', while ensuring that the earnings growth, quality of business and size of opportunity remain at a high enough level. The portfolio seeks to achieve quality long-term returns through unearthing of 'value'. The quality of management remains at the highest level.
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Strategic Portfolio |
10.6% |
22.6% |
12.4% |
19.6% |
15.1% |
BSE 500-TRI |
11.3% |
23.3% |
12.6% |
16.4% |
12.0% |
* Inception Date: 31st December 2009
Note: Performance figures are net of all fees and expenses.
ASK India Select is a best ideas portfolio representing all the key value-creating attributes. The portfolio represents an eclectic mix of:
The portfolio aims to achieve an overall optimal blend. Also important to note that, quality of management remains at the highest level.
Watch a short video explaining the Portfolio Philosophy:
https://www.youtube.com/watch?v=SPHkREkZcGE
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK India Select Portfolio |
5.6% |
16.7% |
9.3% |
18.4% |
15.3% |
BSE 500-TRI |
11.3% |
23.3% |
12.6% |
16.4% |
12.0% |
* Inception Date: 4th January 2010
Note: Performance figures are net of all fees and expenses.
The portfolio aims to identify long-term sustainable domestic growth business opportunities which are likely to benefit from acceleration in domestic economy.
Watch a short video explaining the Portfolio Philosophy:
https://www.youtube.com/watch?v=WYjArcXVwgQ
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Domestic Resurgence Portfolio |
13.5%
|
23.6%
|
12.4%
|
NA
|
13.0%
|
BSE 500-TRI |
11.3%
|
23.3%
|
12.6%
|
NA
|
13.8%
|
* Inception Date: 21st June 2018
Note: Performance figures are net of all fees and expenses.
ASK Portfolio returns are composite returns of all the Portfolios aligned to the investment approach as on Aug 31, 2023. Returns for individual client may differ depending on time of entry in the Portfolio. Past performance may or may not be sustained in future and should not be used as basis for comparison with other investments. Returns for 1 year or lesser time horizon are absolute returns, while more than 1 year are CAGR. Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI.
The portfolio invests in a portfolio of businesses representing quality and superior long-term compounding potential, largely representing from the Banking and Financial Services industry.
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Financial Opportunities Portfolio |
-1.3%
|
16.2%
|
6.2%
|
NA
|
6.6%
|
Nifty50-TRI |
9.5%
|
20.6%
|
11.8%
|
NA
|
13.2%
|
* Inception Date: 26th June 2018
Note: Performance figures are net of all fees and expenses.
The portfolio aims to generate returns for the investors through price appreciation of the stocks held over a period of time.
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK India Vision Portfolio |
8.6%
|
20.0%
|
NA
|
NA
|
13.5%
|
BSE 500-TRI |
11.3%
|
23.3%
|
NA
|
NA
|
17.3%
|
* Inception Date: 20th November 2019
Note: Performance figures are net of all fees and expenses.
The objective is to build a concentrated portfolio of businesses across range of market capitalization (large, mid, and small cap), representing quality and superior long-term compounding potential.
|
1 Year |
3 Years |
5 Years |
10 Years |
CAGR Since Inception * |
ASK Emerging Opportunities Portfolio |
10.4%
|
21.6%
|
10.7%
|
NA
|
12.1%
|
BSE 500-TRI |
11.3%
|
23.3%
|
12.6%
|
NA
|
13.4%
|
* Inception Date: 24th August 2017
Note: Performance figures are net of all fees and expenses.