ASK India Select Portfolio (ISP)

Key Attributes

Inception Date: 04th January, 2010

Executive Director, ASK Group: Mr. Bharat Shah

Business Head & CIO: 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 selected Indian equities with favorable long term prospects.

The two core objectives of this fund are: Capital Preservation and Capital Appreciation over a period of time.

 

Portfolio Strategy

Size of opportunity matters. The strategy is an electic mix of: size of opportunity, earnings growth, quality of the business, and price-value gap. Good Management is an attribute which is a given constant. The ultimate aim is to achieve an overall optimal bend within the portfolio mix.

The Investment Approach Research Methodology & Filtration for this fund is explained through the picture below.

QUALITY, RISK, CONSISTENCY ANALYSIS

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