Strategy performance
ASK Wealth Core Equity
Ask Wealth Advisors Private Limited · AUM ₹51.2 Cr · as of Sep 2026
Our read
₹100 grew to ₹109.0 since inception (+3.6% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −16.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+1.5% vs benchmark
Since inception
+3.6%
Max drawdown
−16.2%
Volatility
+13.8%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
ASK Wealth Core Equity₹109.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | +0.6% | −10.0% | +9.6% | +0.4% | +0.8% | +1.2% | +1.7% | −4.4% | −3.4% | |||
| 2025 | −4.2% | −6.8% | +5.1% | +3.0% | +3.3% | +3.4% | −1.6% | −0.9% | +1.0% | +3.0% | +0.8% | −0.3% | +5.3% |
| 2024 | 0.0% | +6.0% | +4.2% | +1.5% | +1.9% | −5.2% | +0.0% | −1.1% | +7.1% |
Metrics
Tearsheet- 1M return
- −4.4%
- 3M return
- −1.6%
- 6M return
- +9.3%
- 1Y return
- 0.0%
- 2Y CAGR
- −2.3%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +3.6%
- Total return
- +9.0%
- Average month
- +0.4%
- Median month
- +0.8%
- Average up month
- +2.6%
- Best month
- +9.6%
- Best rolling 12M
- +15.8%
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 Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASK Wealth Core Equity performed?
- ASK Wealth Core Equity (Ask Wealth Advisors Private Limited) shows CAGR 3.62% and max drawdown -16.18% 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 Equity CAGR / max drawdown?
- CAGR is 3.62%; max drawdown is -16.18%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do ASK Wealth Core Equity 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 Equity?
- 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