Strategy performance
ASK Wealth CICERO Smart Beta
Ask Wealth Advisors Private Limited · AUM ₹25.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹94.3 since inception (−2.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −14.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+2.4% vs benchmark
Since inception
−2.9%
Max drawdown
−14.9%
Volatility
+16.2%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
ASK Wealth CICERO Smart Beta₹94.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.7% | +1.7% | −12.5% | +10.4% | +0.3% | +0.3% | +1.1% | +1.3% | −5.9% | −6.4% | |||
| 2025 | −5.2% | −7.5% | +5.9% | +3.4% | +3.1% | +3.3% | −3.4% | −0.5% | +0.7% | +4.0% | +1.8% | −1.2% | +3.7% |
| 2024 | 0.0% | +0.1% | −2.9% | −2.8% |
Metrics
Tearsheet- 1M return
- −5.9%
- 3M return
- −3.7%
- 6M return
- +7.0%
- 1Y return
- −2.0%
- 2Y CAGR
- −2.9%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −2.9%
- Total return
- −5.7%
- Average month
- −0.1%
- Median month
- +0.3%
- Average up month
- +2.7%
- Best month
- +10.5%
- Best rolling 12M
- +18.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
ASK Wealth CICERO Smart Beta performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASK Wealth CICERO Smart Beta performed?
- ASK Wealth CICERO Smart Beta (Ask Wealth Advisors Private Limited) shows CAGR -2.88% and max drawdown -14.85% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is ASK Wealth CICERO Smart Beta CAGR / max drawdown?
- CAGR is -2.88%; max drawdown is -14.85%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do ASK Wealth CICERO Smart Beta returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite ASK Wealth CICERO Smart Beta?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more