Expert-managed portfolios tailored to your financial goals.
Focus on companies that demonstrate superior ROCE, non-dilutive and sustainable earnings growth, and a sizeable price–value gap. The portfolio emphasizes businesses with high payout ratios, strong governance, and the ability to deliver long-term com
George Heber Joseph
George Joseph is a seasoned capital markets professional with 20+ years of experience in equities. Currently at ASK, he ... George Joseph is a seasoned capital markets professional with 20+ years of experience in equities. Currently at ASK, he drives investment strategy and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform, with prior leadership roles at Jio BlackRock AMC, ICICI Prudential, and ITI AMC. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.13% | -0.51% | -0.62% |
| 3 Months | -3.99% | -3.8% | -0.19% |
| 6 Months | 2.93% | 3.36% | -0.43% |
| 1 Year | 15.55% | 15.07% | 0.48% |
| 2 Year | 2.85% | 8.3% | -5.45% |
| 3 Year | 9.63% | 14.64% | -5.01% |
| 5 Year | 7.45% | 12.93% | -5.48% |
| Since Inception | 13.78% | 11.87% | 1.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.16% | -1.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.88% | -0.62% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.64% | -9.65% | 9.41% | 2.59% | 3.41% | 1.24% | -3.72% | -0.78% | 0.54% | 4.82% | 1.73% | -0.75% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.19% | -3.86% | 3.1% | -0.89% | 1.49% | -2.13% | -0.95% | 0.43% | -0.23% | 0.2% | -0.19% | -0.47% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.78% | 1.18% | 5.26% | 3.07% | 1.21% | 1.85% | -6.78% | -0.81% | -0.3% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 2.54% | 1.15% | -1.51% | -0.93% | -0.15% | -0.43% | -0.66% | -0.55% | 1.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 72.7 | 70.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 86.4 | 75.7 | 82.8 | 79.5 | 82.2 | 77.6 | 72.9 | 71.1 | 71.1 | 74 | 74.8 | 74.3 |
| 2024 | -- | -- | -- | 103.4 | 102.5 | 107.8 | 110.6 | 104.8 | 106.9 | 99 | 96.1 | 94 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
