Strategy performance
ASK Wealth Core Balanced
Ask Wealth Advisors Private Limited · AUM ₹30.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹160.1 since inception (+13.7% CAGR), with a max drawdown of −6.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.4%
Since inception
+13.7%
Max drawdown
−6.5%
Volatility
+7.2%
Peer position
Loading peer ranks…
Performance
ASK Wealth Core Balanced₹160.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +1.2% | −6.5% | +5.6% | +1.1% | −0.5% | +1.1% | +2.1% | −3.1% | +2.1% | |||
| 2025 | −0.2% | −2.2% | +3.5% | +3.0% | +1.9% | +1.6% | +0.0% | +0.4% | +3.5% | +2.2% | +1.4% | +0.7% | +16.9% |
| 2024 | +1.3% | +1.3% | +0.5% | +2.5% | +0.8% | +4.0% | +2.9% | +1.2% | +2.1% | −1.9% | −0.6% | −0.6% | +14.3% |
| 2023 | −0.2% | +1.1% | +1.5% | +1.5% | +1.8% | +2.9% | +0.2% | +0.7% | −0.8% | +3.9% | +3.8% | +17.5% |
Metrics
Tearsheet- 1M return
- −3.1%
- 3M return
- +0.1%
- 6M return
- +6.3%
- 1Y return
- +6.5%
- 2Y CAGR
- +7.5%
- 3Y CAGR
- +13.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.7%
- Total return
- +60.1%
- Average month
- +1.1%
- Median month
- +1.3%
- Average up month
- +1.9%
- Best month
- +5.6%
- Best rolling 12M
- +26.0%
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 Wealth Core Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASK Wealth Core Balanced performed?
- ASK Wealth Core Balanced (Ask Wealth Advisors Private Limited) shows CAGR 13.70% and max drawdown -6.50% 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 Wealth Core Balanced CAGR / max drawdown?
- CAGR is 13.70%; max drawdown is -6.50%. We only publish CAGR when there are enough months (≥12 on this track of 44 months). Learn more
- Where do ASK Wealth Core Balanced 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 Wealth Core Balanced?
- 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