ASK Investment Managers Limited • Equity
ASK Financial Opportunities Portfolio is an equity portfolio management service (PMS) strategy run by ASK Investment Managers Limited, launched on 26 Jun 2018. As of 30 Sep 2026, it manages ₹145 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -5.59% over 1 year, +7.16% over 3 years and +3.67% over 5 years (+6.87% since inception). Over 3 years, the Nifty 50 TRI returned +6.05%, so the strategy is 1.11 percentage points ahead of its benchmark. Its 3-year return ranks 130th 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: Acepro Large Cap Strategy (+7.29%), Renaissance Opportunities Portfolio (+7.17%), PMS-3 Q5 (+7.16%), Customised Portfolio Approach 6 (+7.04%).
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 | -6.42% |
| 3 Months | -7.68% |
| 1 Year | -5.59% |
| 3 Years | +7.16% |
| 5 Years | +3.67% |
| Since Inception | +6.87% |
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 has a 1-year return of -5.59%, a 3-year return of +7.16%, a 5-year return of +3.67% and +6.87% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ASK Financial Opportunities Portfolio returned +3.67% against +6.37% for the Nifty 50 TRI, 2.70 percentage points behind. Over 3 years it returned +7.16% against +6.05%; Over 1 year it returned -5.59% 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's 3-year return of +7.16% ranks 130th as of 30 Sep 2026.
ASK Financial Opportunities Portfolio is managed by Mr. Sandip Bhansal at ASK. The strategy manages ₹145 Cr of client assets as of 30 Sep 2026.
ASK Financial Opportunities Portfolio manages ₹145 Cr of client assets as of 30 Sep 2026.
The minimum investment for ASK Financial Opportunities Portfolio is ₹50 Lakhs.
ASK Financial Opportunities Portfolio was launched on 26 Jun 2018. It has an 8-year track record.
Description
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