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ASK Investment Managers - Fund Manager

George HeberJoseph

George HeberJoseph

George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms.

Fund Name
Classification
Fund AUM (Cr.)
ASK core Portfolio
Equity:
ASK Life Portfolio
Equity: Large Cap
ASK Strategic
Equity: Mid Cap
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Reliance Industries Ltd
Mahindra & Mahindra Ltd
HDFC Bank Ltd
State Bank of India
Kotak Mahindra Bank Ltd
Fund Name1M3M6M1Y3Y5YSince Inception
ASK core Portfolio
1.5%
6.3%
7%
N/A
N/A
N/A
5.8%
ASK Life Portfolio
1.73%
7.21%
3.69%
1.21%
6.35%
9.98%
14.26%
ASK Strategic
0.52%
4%
-3.09%
-4.35%
10.45%
13.67%
14.17%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History