Affluense AI AFFLUENSE

ASK Lighthouse Portfolio

ASK Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
7 March 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹543.00
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This investment strategy prioritizes concentrated exposure to a select number of sectors experiencing significant structural shifts. The portfolio is constructed to encompass businesses across the full spectrum of market capitalizations, reflecting these transformative trends.

Investment Objective

The investment strategy focuses on identifying and allocating capital to a select number of concentrated themes or sectors experiencing significant structural evolution. The portfolio is constructed to encompass businesses across the full spectrum of market capitalizations within these identified areas.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.52% -0.24% -1.28%
3 MONTHS 2.69% 5.02% -2.33%
6 MONTHS -3.58% 1.63% -5.21%
1 YEAR -5.74% 7.63% -13.37%
SINCE INCEPTION 9.54% 9.69% -0.15%

Calendar Year Performance

Year Return
CY 2025 -5.74%

Financial Year Performance

Year Return
FY 26_YTD 7.18%
FY 25 7.86%

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

Fund Managers

Sandip Bansal

Senior Portfolio Manager

With a career spanning over two decades, including more than sixteen years focused on equity markets, Sandip brings substantial expertise to our platform. Prior to joining ASK in July 2021, he served as an Equity Fund Manager and Head of Investment Research at SBI Life Insurance, overseeing research across diverse asset classes. His prior experience includes sell-side roles at UBS Securities and Kotak Institutional Equities. Sandip's professional background also encompasses business consulting at KPMG and banking experience with Citibank. He holds professional qualifications as a Chartered Accountant and Company Secretary, in addition to an MBA from IIM, Ahmedabad.

Portfolio Details

Portfolio Composition

Large Cap
79.13%
Mid Cap
3.26%
Small Cap
16.25%
Cash & Equivalent
1.36%

Top 5 Holdings

  • Reliance Industries Ltd 9.99%
  • Mahindra & Mahindra Ltd 9.78%
  • State Bank of India 9.73%
  • Larsen & Toubro Ltd 9.68%
  • HDFC Bank Ltd 9.51%

Top 5 Sectors

  • Capital Goods 24.41%
  • Financial Services 22.01%
  • Construction Materials 13.62%
  • Oil, Gas & Consumable Fuels 9.99%
  • Automobile and Auto Components 9.78%

Portfolio Characteristics

total number of stocks
28
top 5 stocks percent
48.69%
top 5 sectors percent
79.81%
average market cap
636835.99
portfolio age
1 Yrs, 9 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)