George Heber Joseph
George Heber Joseph runs 1 strategy on our shelf at ASK-EOP — graded on the same seven pillars as every other manager we track.
About George Heber Joseph
George Heber Joseph manages 1 strategy at ASK-EOP, spanning 1 PMS. Across the strategies PMS Sahi Hai tracks, George oversees ₹10 Cr with an average Nyra Score of 7.9.
The tracked book spans 1 PMS strategies, and its strongest three-year run is +9.5% CAGR on ASK-EOP. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so George's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 1 strategy PMS Sahi Hai tracks, George's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 8-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by George Heber Joseph
How George's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
ASK-EOP Equity: Mid & Small Cap · ₹10 Cr | -3.4% | +9.5% | +7.6% | +9.6% | — | 7.9 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
George's tracked strategies average 7.9 on the Nyra scale across ₹10 Cr, primarily at ASK-EOP. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
George Heber Joseph — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with George Heber Joseph or ASK-EOP. This is not investment advice.