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ASK LIQUID PORTFOLIO

ASK LIQUID PORTFOLIO is a Debt Portfolio Management Service launched by ASK Investment Managers Limited on June 2017. Managed by Mr.Sumit Jain, the fund holds ₹32 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh. Trailing returns: 4.83% (1Y), 5.72% CAGR (3Y), 5.28% since inception. Performance data as of July 2026.

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ASK LIQUID PORTFOLIO

ASK Investment Managers Limited

32.11 CR AUM

ASK LIQUID PORTFOLIO

ASK LIQUID PORTFOLIO

ASK Investment Managers Limited

32.11 CR AUM

CRISIL Composite Bond Index
Benchmark
9yr 1mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
9yr 1mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sumit jain

Fund Manager
DEBTStrategies

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.

What is this fund's investment objective?

The portfolio is intended to aid investors who primarily are desirous of investing into equities but are unsure of market movements in the near term and do not want to invest all the funds in equity at one go. Such investors can invest into ASK Liquid Portfolio and can subsequently transfer funds to equity PMS over a period of time

How has ASK LIQUID PORTFOLIO performed?

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Wealth Creation Calculator

1M IA return
0.40%
1M benchmark return
2.35%
Alpha
-1.95%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.40%
1M benchmark return
2.35%
Alpha
-1.95%
1M Wealth multiple
1.00x

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