What is the ASK Indian Entrepreneur Portfolio Strategy and how has it performed?

ASK Indian Entrepreneur Portfolio is a Portfolio Management Service (PMS) strategy launched on 25 January 2010, 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. George Heber Joseph and reported a 6-month M2M return of -11.60% 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 Indian Entrepreneur Portfolio Strategy Details

ASK Indian Entrepreneur Portfolio (ASK IEP) focuses on investing in entrepreneurially driven and/or family-owned businesses that are listed on the Indian stock markets. The primary objective of ASK IEP is to achieve compounding gains over the medium to long term by strategically investing in these businesses ASK IEP adopts a formal approach in its investment strategy, aiming to identify and support businesses with strong growth potential and sustainable competitive advantages. Identify large and growing business opportunities

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

Capital Goods 19.1%
Healthcare 10.7%
IT 8%
Chemicals 3.4%
Construction 0%
others 58.8%

Know About Fund Managers

Mr. George Heber Joseph

FAQ

Frequently asked questions about ASK Indian Entrepreneur Portfolio

What is the benchmark and inception date of ASK Indian Entrepreneur Portfolio?

ASK Indian Entrepreneur Portfolio was launched on 25 January 2010 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 Indian Entrepreneur Portfolio PMS strategy?

ASK Indian Entrepreneur Portfolio is managed by Mr. George Heber Joseph .

What sectors does ASK Indian Entrepreneur Portfolio invest in?

As of 20 August, 2026, the ASK Indian Entrepreneur Portfolio portfolio is allocated primarily across Capital Goods (19.1%), Healthcare (10.7%), IT (8%), Chemicals (3.4%), and Construction (0%), with the remaining 58.8% 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 Indian Entrepreneur 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 Indian Entrepreneur Portfolio. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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