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Harmony Income Opportunities Discretionary Debt PMS

Harmony Income Opportunities Discretionary Debt PMS is a Debt Portfolio Management Service launched by Ask Wealth Advisors Private Limited on March 2022. Managed by Somnath Mukherjee, the fund holds ₹23 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹10000000 lakh. Trailing returns: 10% (1Y), 9.79% CAGR (3Y), 8.86% since inception. Performance data as of July 2026.

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Harmony Income Opportunities Discretionary Debt PMS

Ask Wealth Advisors Private Limited

23.08 CR AUM

Harmony Income Opportunities Discretionary Debt PMS

Harmony Income Opportunities Discretionary Debt PMS

Ask Wealth Advisors Private Limited

23.08 CR AUM

CRISIL Composite Bond Index
Benchmark
4yr 3mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
4yr 3mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

somnath mukherjee

Fund Manager
DEBTStrategies

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.

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.

What is this fund's investment objective?

All-weather debt investment option through a diversified portfolio of instruments aimed at maximizing risk-adjusted, post-tax returns.

How has Harmony Income Opportunities Discretionary Debt PMS performed?

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1M IA return
1.29%
1M benchmark return
2.35%
Alpha
-1.06%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.29%
1M benchmark return
2.35%
Alpha
-1.06%
1M Wealth multiple
1.01x

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