Ask Wealth Advisors Private Limited
Equity, Multi Asset, Debt · 10 investment approaches
Total AUM
₹334 Cr
Years Active
4.8
AUM Change (3M)
+6.8%
AUM Change (1Y)
+5.4%
Min Investment
₹50L
Schemes
10
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
ASK Wealth Harmony Balanced | Multi Asset | ₹26 Cr | +2.87% | +20.51% | +14.69% | +9.83% | 1.83 |
ASK Wealth Core Balanced | Multi Asset | ₹9 Cr | +1.45% | +18.80% | +16.75% | +16.72% | 1.64 |
ASKWA Harmony Conservative | Multi Asset | ₹1 Cr | +2.25% | +16.18% | +12.35% | +8.23% | 1.73 |
ASK Wealth Harmony Aggressive | Multi Asset | ₹86 Cr | -0.24% | +14.43% | +17.45% | +10.94% | 1.21 |
ASK Wealth Core Aggressive | Multi Asset | ₹24 Cr | -1.07% | +11.40% | +15.20% | +14.38% | 0.82 |
Harmony Income Opportunities Discretionary Debt PMS | Debt | ₹28 Cr | +0.52% | +10.26% | +9.00% | +8.66% | 2.01 |
ASK Wealth CICERO Smart Beta | Equity | ₹31 Cr | -1.66% | +7.48% | — | -0.85% | -0.60 |
ASK Wealth Core Equity | Equity | ₹52 Cr | -2.33% | +7.30% | — | +6.82% | -0.09 |
Harmony Treasury Advantage PMS | Debt | ₹51 Cr | -0.47% | +2.09% | — | +1.74% | -0.82 |
Customized Discretionary Solutions Multi Asset | Multi Asset | ₹27 Cr | — | — | — | +1.25% | — |