Capture select transformative trends which are currently undervalued & under-owned, via a concentrated portfolio of Indian equities and manage it with an absolute return orientation.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| OAKS Asset Management ABC Equity Portfolio | 0.71% | 6.22% | 5.61% | 1.12% | 12.85% | 15.84% | - | - | 17.45% |
| Nifty 50 TRI | 1.92% | 7.45% | 6.68% | 9.94% | 15.45% | 13.08% | - | - | 15.28% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
