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 Mr. Sandip and reported a 6-month M2M return of -1.60% against a benchmark return of 6.3% as of 30 September, 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 33.2%
Services 5.1%
IT 8.9%
Consumer Goods 2.1%
others 39.6%

Know About Fund Managers

Mr. Sandip

Sandip has a work experience of over 20 years with 16+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank. Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021.

Mr. Chetan

Chetan has a total work experience of more than 16 years with 13 years plus in equity research. He has a sector research expertise in agriculture, chemicals, metals & mining and midcaps. Previously Mr. Thacker has worked with McKinsey & Co, HSBC InvestDirect, Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS. He is with ASK since 2015.

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 Mr. Sandip Sandip has a work experience of over 20 years with 16+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank. Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021..

What sectors does ASK – Growth Portfolio invest in?

As of 30 September, 2026, the ASK – Growth Portfolio portfolio is allocated primarily across Consumer Ser. (11.1%), Financial Services (33.2%), Services (5.1%), IT (8.9%), and Consumer Goods (2.1%), with the remaining 39.6% 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.

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ASK – Growth Portfolio

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