Affluense AI AFFLUENSE

ASK Domestic Resurgence Portfolio

ASK Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
21 June 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹612.00
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Invest in companies possessing distinct competitive advantages and holding prominent positions within their respective sectors. This strategy is designed to capitalize on economic recovery and a sustained increase in consumer discretionary spending over an extended period.

Investment Objective

To construct a diversified portfolio comprising approximately 25 entities identified for their quality attributes and capacity for sustained long-term capital appreciation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.38% -0.24% -0.14%
3 MONTHS 6.34% 5.02% 1.32%
6 MONTHS 3.91% 1.63% 2.28%
1 YEAR 0.25% 7.63% -7.38%
2 YEAR 6.89% 11.60% -4.71%
3 YEAR 13.82% 16.37% -2.55%
5 YEAR 13.74% 16.81% -3.07%
SINCE INCEPTION 12.21% 14.67% -2.46%

Calendar Year Performance

Year Return
CY 2025 0.25%
CY 2024 14.04%
CY 2023 29.12%
CY 2022 -4.55%
CY 2021 35.17%
CY 2020 12.40%
CY 2019 15.94%
CY 2018 -4.00%

Financial Year Performance

Year Return
FY 26_YTD 12.62%
FY 25 3.06%
FY 24 32.20%
FY 23 -1.21%
FY 22 13.72%
FY 21 65.62%
FY 20 -16.04%
FY 19 -0.90%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Kuldeep Gangwar

Vice President - Portfolio Manager

With approximately two decades of professional experience, including over ten years dedicated to sell-side equity research, Kuldeep possesses significant domain expertise within the Consumer sector, specifically FMCG and Retail. Prior to his tenure at ASK, he served as a sell-side research analyst at HSBC Securities and Capital Markets (India) Private Limited. His earlier career also included a three-year stint with Tata Motors. Kuldeep holds an MBA in Finance from IIT Bombay and a B.Tech in Electronics & Communication from IIT Roorkee. He is also a CFA Charterholder. Kuldeep joined ASK in January 2018.

Portfolio Details

Portfolio Composition

Large Cap
60.10%
Mid Cap
39.90%
Small Cap
0.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • HDFC Bank Ltd 7.87%
  • Max Financial Services Ltd. 6.98%
  • Federal Bank Ltd 6.72%
  • Reliance Industries Ltd 6.67%
  • APL Apollo Tubes Ltd 6.26%

Top 5 Sectors

  • Financial Services 36.10%
  • Automobile and Auto Components 17.59%
  • Capital Goods 10.43%
  • Oil, Gas & Consumable Fuels 6.67%
  • Telecommunication 4.92%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
34.50%
top 5 sectors percent
75.71%
average market cap
N/A
portfolio age
7 Yrs, 6 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 8%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)