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ASK SPECIAL OPPORTUNITIES PORTFOLIO

ASK Investment Managers Limited

47.33 CR AUM

ASK SPECIAL OPPORTUNITIES PORTFOLIO

ASK SPECIAL OPPORTUNITIES PORTFOLIO

ASK Investment Managers Limited

47.33 CR AUM

BSE 500 TRI
Benchmark
1yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sumit jain

Fund Manager
EQUITYStrategies

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined ASK in October 2005.

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined ASK in October 2005.

Purpose

ASK Special Opportunities Portfolio employs a flexi cap investment strategy targeting fundamentally strong and attractively valued companies to generate sustainable long term returns unencumbered by short term market fluctuations. The approach focuses on disciplined investment in high quality stocks at attractive valuations with emphasis on margin of safety, valuation discipline and long term value creation. Stock selection follows the FOCUS framework covering fundamentals such as balance sheet health, business quality and profitability, opportunity size and scalability, cycles and capital allocation, unmatched moats including technology brand and network effect, and margin of safety through valuations and governance. The strategy seeks opportunities created by market mispricing where quality companies trade below intrinsic value and may benefit from re rating potential over time. Illustrative opportunities include companies such as ITC, Kotak Bank, Hindustan Aeronautics Limited, Divis Laboratories and Hindalco Industries where valuation gaps or cyclical industry changes created entry opportunities. The portfolio typically holds around fifteen to thirty stocks with single stock exposure generally capped at about ten percent while maintaining a well diversified but high conviction portfolio. Sector agnostic. Market cap large cap 50 to 100 percent, mid cap 0 to 30 percent, small cap 0 to 20 percent.

Investment Approach v/s Benchmark Metrics

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1M IA return
7.80%
1M benchmark return
10.38%
Alpha
-2.58%
1M Wealth multiple
1.08x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
7.80%
1M benchmark return
10.38%
Alpha
-2.58%
1M Wealth multiple
1.08x

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