ASK Wealth Core Equity
ASK Wealth Core Equity is a Equity Portfolio Management Service launched by Ask Wealth Advisors Private Limited on May 2024. Managed by Somnath Mukherjee, the fund holds ₹55 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 2.6% (1Y), 5.51% since inception. Performance data as of July 2026.
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ASK Wealth Core Equity
Ask Wealth Advisors Private Limited
55.17 CR AUM
ASK Wealth Core Equity
Ask Wealth Advisors Private Limited
55.17 CR AUM
Nifty 50 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
somnath mukherjee
Fund Manager
EQUITYStrategies
Somnath Mukherjee is the Chief Information Officer & Senior Managing Partner, Product & Research at ASK Investment Managers, bringing extensive experience in the wealth management and investment advisory space.
rajesh saluja
Fund Manager
EQUITYStrategies
Rajesh is the Co-founder, CEO & MD of ASK Private Wealth. He is also on the board of ASK Investment Managers, the holding company of the Blackstone-backed ASK Asset & Wealth Management Group. He joined ASK in 2006 and co-founded the Wealth Management & Multi-Family Office business. He has over 30 years of experience in wealth and capital management business. Previously, he was the Business Head - Priority Banking and Deposits for Standard Chartered Bank's wealth management business in India. He is an Honorary Chartered Wealth Manager (CWM) from the American Academy of Financial Management. He holds a master's degree in marketing management and a bachelor's degree in Maths & Economics from the University of Mumbai.
1OF2
What is this fund's investment objective?
To create a diversified portfolio across equity mutual fund schemes to generate superior risk adjusted return.
How has ASK Wealth Core Equity performed?
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1M IA return
0.40%
1M benchmark return
-1.72%
Alpha
2.12%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
0.40%
1M benchmark return
-1.72%
Alpha
2.12%
1M Wealth multiple
1.00x
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