ASK Emerging Opportunities Portfolio (EOP)


Key Portfolio Attributes

Mr. Bharat Shah
Mr. Prateek Agrawal

Inception Date: 24th August 2017

Number of stocks: 25-30

Executive Director, ASK Group: Mr. Bharat Shah

Business Head & CIO: Mr. Prateek Agrawal

Portfolio Manager: Mr. Anant Jalan

Portfolio Manager's Experience: 15 Years

Portfolio Manager's Qualification: Mr. Jalan graduated Summa Cum Laude with top honours from the University of Pennsylvania with a double degree – Bachelor of Science in Economics (concentrations in Finance & Accounting) from the Wharton School and Bachelor of Science in Engineering (major in Computer Science Engineering) from the School of Engineering & Applied Sciences in 2005

Investment Objective

The fund is designed to build a concentrated portfolio of quality businesses across range of market capitalization (Large, Mid and Small cap) that have superior long-term compounding potential.

Portfolio Strategy

The fund follows a Buy & Hold strategy (with minimal churn) whereby it invests in businesses with a large competitive advantage & capital efficiency in industries with a large size of opportunity, that offer superior growth over long period of time.

The portfolio approach is a differentiated and disciplined investment philosophy with focus on preservation of capital and appreciation of capital through long term Investments in high growth businesses- quality companies with strong growth prospects.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.2%7.2%0.6%-4.5%26.7%15.9%11.9%12.1%
BSE Midcap2.0%5.4%3.9%0.3%30.4%19.5%8.9%10.3%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
BAJAJ FINANCE LTD 6.41
BAJAJ FINSERV LTD 6.27
Patanjali Foods Limited 5.83
SOLAR INDUSTRIES INDIA LTD 5.81
APL APOLLO TUBES LTD 5.51
RADICO KHAITAN LTD 5.11
P I INDUSTRIES LTD 5.08
PAGE INDUSTRIES LTD 4.72
AU SMALL FINANCE BANK LTD 4.45
AFFLE INDIA LTD 4.42
DIXON TECHNOLOGIES INDIA LTD 4.20
ASTRAL POLY TECHNIK LTD 4.11
POLYCAB INDIA LTD 4.08
AAVAS FINANCIERS LTD 4.01
NAVIN FLUORINE INTERNATIONAL LTD 3.98
KEI INDUSTRIES LTD 3.34
RELIANCE INDUSTRIES LTD 3.32
DALMIA BHARAT LTD 3.22
SONA BLW PRECISION FORGINGS LTD 3.12
TEAMLEASE SERVICES LTD 2.68
LAURUS LABS LTD 2.60
INFOSYS LTD 2.56
BERGER PAINTS INDIA LTD 2.55
METROPOLIS HEALTHCARE LTD 2.30
VAIBHAV GLOBAL LTD 0.00
Top 26 Equity Holdings 99.65

Sector Allocation


Holding %
Building Products 4.75
Consumer Durables 4.89
Chemical 5.36
Healthcare Services 5.42
Pipes 6.45
Insurance 10.93
Retail 11.46
NBFC 14.16

Market Cap Allocation


Allocations %
Large Cap 16.0
Mid Cap 67.2
Small Cap 16.6
Cash 0.0


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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of ASK PMS

What to expect from ASK Emerging Opportunities Portfolio (EOP) PMS?

The objective of ASK Emerging Opportunities Portfolio (EOP) is to build a concentrated portfolio of businesses across range of market capitalization (large, mid, and small cap), representing quality and superior long-term compounding potential.

• Concentrated strategy of carefully identified businesses across range of market capitalization
• Highly focused portfolio of high-quality and high-growth businesses that are positioned for outstanding compounding in the long-term
• Buy and hold strategy with minimal churn
• Buying businesses with a large competitive advantage in industries with a large size of opportunity, that offer superior growth over long period of time

Who should invest in ASK Emerging Opportunities Portfolio (EOP) PMS?

Our current clients include High Networth Individuals (HNIs), Ultra HNIs, Institutions, Pension Funds, Endowments, Sovereign Wealth Funds, Family offices, multi managers, etc. Clients who have an appetite to invest in Indian equities with a long-term investment horizon are ideally suited for investments in this portfolio.

Which is the best company through which an investor can invest in ASK Emerging Opportunities Portfolio (EOP)?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




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