ASK Growth Portfolio

Key Attributes

Inception Date: 29th January, 2001

Executive Director, ASK Group: Mr. Bharat Shah

Business Head & CIO: Mr. Prateek Agrawal

Portfolio Manager's Name: Mr. Chetan Thacker

Portfolio Manager's Experience: 11+ years

Portfolio Manager's Qualification: CFA from ICFAI and PGDBM from NMIMS

Investment Objective

The fund is designed to provide medium to long-term returns, by seeking to buy growth at value prices from a diversified portfolio of Indian equities with favorable long term prospects. This portfolio is an ideal investment for investors who would like to participate in India’s growth opportunity. The two core objectives of this fund are: Capital Preservation and Capital Appreciation over a period of time.

Portfolio Strategy

The fund aims to build a portfolio of investments predominantly into businesses representing a large size of opportunity. The investment approach of 20 businesses is into high quality businesses with superior management pedigree- Businesses with high ROCE (> 25%) with superior future earnings growth (> 15%) at the time of 1st purchase of stock. Apart from this, the four key investment attributes are: Size of the opportunity, Quality of business, Earnings Growth, and Value. Good Management is an attribute which is a given constant.


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