Strategy performance
ASK Financial Opportunities Portfolio
Ask Investment Managers Limited · AUM ₹163 Cr · as of Sep 2026
Our read
₹100 grew to ₹133.9 since inception (+8.9% CAGR), behind its filed benchmark on the same window, with a max drawdown of −18.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.2%
−1.0% vs benchmark
Since inception
+8.9%
Max drawdown
−18.5%
Volatility
+18.4%
Peer position
Loading peer ranks…
Performance
ASK Financial Opportunities Portfolio₹133.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.4% | +1.2% | −18.2% | +10.4% | −2.8% | +4.5% | −0.1% | −1.3% | −6.4% | −15.5% | |||
| 2025 | −5.8% | −5.6% | +8.3% | +4.7% | +4.7% | +7.5% | −7.1% | −3.6% | +2.7% | +7.7% | +3.9% | −0.2% | +16.6% |
| 2024 | −4.0% | +0.2% | +0.3% | +5.1% | −3.2% | +4.9% | +3.6% | +4.5% | +3.5% | −2.8% | −0.5% | +3.9% | +15.8% |
| 2023 | +8.1% | +1.7% | +1.4% | −3.4% | +1.1% | −1.4% | +5.1% | +4.1% | +17.3% |
Metrics
Tearsheet- 1M return
- −6.4%
- 3M return
- −7.7%
- 6M return
- +3.5%
- 1Y return
- −5.6%
- 2Y CAGR
- −0.5%
- 3Y CAGR
- +7.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.9%
- Total return
- +33.9%
- Average month
- +0.9%
- Median month
- +1.2%
- Average up month
- +4.3%
- Best month
- +10.4%
- Best rolling 12M
- +30.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
ASK Financial Opportunities Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASK Financial Opportunities Portfolio performed?
- ASK Financial Opportunities Portfolio (Ask Investment Managers Limited) shows CAGR 8.92% and max drawdown -18.51% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is ASK Financial Opportunities Portfolio CAGR / max drawdown?
- CAGR is 8.92%; max drawdown is -18.51%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do ASK Financial Opportunities Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite ASK Financial Opportunities Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more