What is the ASK Lighthouse Fund Strategy and how has it performed?

ASK Lighthouse Fund is a Portfolio Management Service (PMS) strategy launched on 01 September 2024, benchmarked against the BSE 500 TRI 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 Sandip Bansal and reported a 6-month M2M return of -230.00% 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 Lighthouse Fund Strategy Details

Invest predominantly in a few (3 or 4) focused themes / sectors at a time: Presenting deep and large opportunities Agile management of Themes Flexibility to change themes, keeping the broad investment philosophy intact, as with time, the greater impact of transformational benefits might get saturated Mix of Top-Down & Bottom-Up Approach Themes may be conceived on a top-down or bottom-up basis, while selection of the businesses would be on a bottom-up basis Where-in structural transformation is underway: Changes where the extent of impact is high, which are likely to be reasonably durable (not transitory), and sizable in nature

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Capital Goods 18.8%
Construction Materials 13.2%
Construction 6.5%
Power 3.6%
FMCG -6%
others 63.9%

Know About Fund Managers

Sandip Bansal

FAQ

Frequently asked questions about ASK Lighthouse Fund

What is the benchmark and inception date of ASK Lighthouse Fund?

ASK Lighthouse Fund was launched on 01 September 2024 and is benchmarked against the BSE 500 TRI 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 Lighthouse Fund PMS strategy?

ASK Lighthouse Fund is managed by Sandip Bansal .

What sectors does ASK Lighthouse Fund invest in?

As of 20 August, 2026, the ASK Lighthouse Fund portfolio is allocated primarily across Capital Goods (18.8%), Construction Materials (13.2%), Construction (6.5%), Power (3.6%), and FMCG (-6%), with the remaining 63.9% 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 Lighthouse Fund 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 Lighthouse Fund. The minimum investment amount is subject to change based on SEBI regulatory notifications.

Ready when you are