What is the ASK – Growth Portfolio Strategy and how has it performed?

ASK – Growth Portfolio is a Portfolio Management Service (PMS) strategy launched on 29 January 2001, benchmarked against the BSE 500 TR index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Sandeep Bansal and reported a 6-month M2M return of -9.30% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

ASK – Growth Portfolio Strategy Details

The investment strategy focuses on acquiring undervalued Indian equities with strong growth potential, aiming to deliver medium to long-term returns. This investment opportunity is particularly suitable for investors who wish to capitalize on India's growth potential and actively participate in the country's economic expansion. Rigorous filters of minimum of 25%* Return on Capital Employed (capital efficiency) and minimum of 15%* Earnings Growth over the next 3 to 5 years

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

Consumer Ser. 11.1%
Financial Services 36.3%
Construction 5.1%
Power 5.6%
Telecommunication 0%
others 41.9%

Know About Fund Managers

Sandeep Bansal

Mr. Chetan

FAQ

Frequently asked questions about ASK – Growth Portfolio

What is the benchmark and inception date of ASK – Growth Portfolio?

ASK – Growth Portfolio was launched on 29 January 2001 and is benchmarked against the BSE 500 TR index. The strategy is one of ASK longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the ASK – Growth Portfolio PMS strategy?

ASK – Growth Portfolio is managed by Sandeep Bansal .

What sectors does ASK – Growth Portfolio invest in?

As of 20 August, 2026, the ASK – Growth Portfolio portfolio is allocated primarily across Consumer Ser. (11.1%), Financial Services (36.3%), Construction (5.1%), Power (5.6%), and Telecommunication (0%), with the remaining 41.9% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for ASK – Growth Portfolio PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including ASK – Growth Portfolio. The minimum investment amount is subject to change based on SEBI regulatory notifications.

Ready when you are