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ASK EMERGING OPPORTUNITIES PORTFOLIO

ASK Investment Managers Limited

364.73 CR AUM

ASK EMERGING OPPORTUNITIES PORTFOLIO

ASK EMERGING OPPORTUNITIES PORTFOLIO

ASK Investment Managers Limited

364.73 CR AUM

BSE 500 TRI
Benchmark
8yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
8yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sumit jain

Fund Manager
EQUITYStrategies

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined ASK in October 2005.

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined ASK in October 2005.

Purpose

ASK Emerging Opportunities Portfolio focuses on spotting tomorrow�s leaders by investing in mid sized high growth businesses that are fundamentally strong and poised to become future leaders. The strategy emphasizes companies with robust fundamentals including solid balance sheet, sustainable earnings, strong business quality and unmatched moats supported by technology, brand or network advantage. The investment thesis targets emerging leaders in their growth phase with scalable and sustainable business models, niche sector positioning and proven ability to navigate business cycles and recover from downturns. Stock selection follows a disciplined framework evaluating fundamentals, governance, industry structure, growth prospects, profitability and valuation with a margin of safety. The portfolio is constructed through a combination of top down and bottom up research to identify potential outperformers and long term wealth creators. Portfolio concentration is maintained with up to about 30 stocks and single stock exposure capped near 10 percent while sector exposure is generally limited to around 25 percent or index weight. Sector agnostic. Market cap mid cap focused with approximately 80 percent to 100 percent allocation to mid cap companies and cash up to 20 percent within a diversified portfolio designed to capture high growth mid sized businesses.

Investment Approach v/s Benchmark Metrics

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1M IA return
-12.28%
1M benchmark return
-11.37%
Alpha
-0.91%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-12.28%
1M benchmark return
-11.37%
Alpha
-0.91%
1M Wealth multiple
0.88x

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