Strategy performance
ASK Specialised Portfolio
Ask Investment Managers Limited · AUM ₹127 Cr · as of Sep 2026
Our read
₹100 grew to ₹133.0 since inception (+8.7% CAGR), behind its filed benchmark on the same window, with a max drawdown of −23.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.7%
−1.9% vs benchmark
Since inception
+8.7%
Max drawdown
−23.2%
Volatility
+17.2%
Peer position
Loading peer ranks…
Performance
ASK Specialised Portfolio₹133.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.6% | −1.0% | −12.5% | +10.1% | +3.7% | −0.7% | +1.7% | +0.5% | −4.5% | −7.5% | |||
| 2025 | −8.9% | −11.8% | +10.9% | +3.3% | +4.6% | −1.9% | −4.0% | −4.2% | +0.1% | +5.5% | −0.8% | +1.2% | −8.0% |
| 2024 | +1.2% | −1.6% | +0.7% | +7.8% | +2.3% | +3.0% | +3.5% | +1.7% | −0.6% | −0.4% | +0.9% | +1.9% | +22.1% |
| 2023 | +5.7% | +4.0% | +4.3% | +1.4% | −0.2% | −3.0% | +8.0% | +5.5% | +28.1% |
Metrics
Tearsheet- 1M return
- −4.5%
- 3M return
- −2.3%
- 6M return
- +10.7%
- 1Y return
- −2.2%
- 2Y CAGR
- −6.7%
- 3Y CAGR
- +4.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.7%
- Total return
- +33.0%
- Average month
- +0.8%
- Median month
- +1.2%
- Average up month
- +3.7%
- Best month
- +10.9%
- Best rolling 12M
- +38.6%
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 Specialised Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASK Specialised Portfolio performed?
- ASK Specialised Portfolio (Ask Investment Managers Limited) shows CAGR 8.70% and max drawdown -23.15% 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 Specialised Portfolio CAGR / max drawdown?
- CAGR is 8.70%; max drawdown is -23.15%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do ASK Specialised 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 Specialised 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