ASK STRATEGIC PORTFOLIO
ASK STRATEGIC PORTFOLIO is a Equity Portfolio Management Service launched by ASK Investment Managers Limited on December 2009. Managed by Mr.Sumit Jain, the fund holds ₹33 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -12.37% (1Y), 6.03% CAGR (3Y), 13.1% since inception. Performance data as of July 2026.
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ASK STRATEGIC PORTFOLIO
ASK Investment Managers Limited
33.00 CR AUM
ASK STRATEGIC PORTFOLIO
ASK Investment Managers Limited
33.00 CR AUM
BSE 500 TRI
Benchmark
16yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
16yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
What is this fund's investment 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
How has ASK STRATEGIC PORTFOLIO performed?
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1M IA return
0.24%
1M benchmark return
1.73%
Alpha
-1.49%
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
0.24%
1M benchmark return
1.73%
Alpha
-1.49%
1M Wealth multiple
1.00x
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