ASK Investment Managers Limited • Equity
ASK Financial Opportunities Portfolio STP is an equity portfolio management service (PMS) strategy run by ASK Investment Managers Limited, launched on 1 Nov 2019. As of 30 Sep 2026, it manages ₹1.67 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -7.27% over 1 year, +6.30% over 3 years and +3.44% over 5 years (+8.00% since inception). Over 3 years, the Nifty 50 TRI returned +6.05%, so the strategy is 0.25 percentage points ahead of its benchmark. Its 3-year return ranks 146th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Sandip Bhansal.
Ranked nearby on 3-year return: PGIM India Core Equity Portfolio (+6.41%), ICICI Prudential PMS Enterprising India Strategy (+6.32%), Awriga Core Strategy (+6.27%), Health Care (+6.27%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.41% |
| 3 Months | -8.24% |
| 1 Year | -7.27% |
| 3 Years | +6.30% |
| 5 Years | +3.44% |
| Since Inception | +8.00% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callASK Financial Opportunities Portfolio STP has a 1-year return of -7.27%, a 3-year return of +6.30%, a 5-year return of +3.44% and +8.00% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ASK Financial Opportunities Portfolio STP returned +3.44% against +6.37% for the Nifty 50 TRI, 2.93 percentage points behind. Over 3 years it returned +6.30% against +6.05%; Over 1 year it returned -7.27% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, ASK Financial Opportunities Portfolio STP's 3-year return of +6.30% ranks 146th as of 30 Sep 2026.
ASK Financial Opportunities Portfolio STP is managed by Mr. Sandip Bhansal at ASK. The strategy manages ₹1.67 Cr of client assets as of 30 Sep 2026.
ASK Financial Opportunities Portfolio STP manages ₹1.67 Cr of client assets as of 30 Sep 2026.
The minimum investment for ASK Financial Opportunities Portfolio STP is ₹50 Lakhs.
ASK Financial Opportunities Portfolio STP was launched on 1 Nov 2019. It has a 6-year track record.
Description
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