OAKS ABC Equity Portfolio


Key Portfolio Attributes

Inception Date: 28th January 2021

Number of stocks: ~15

Fund Manager Name: Mr. Debashish Bose

Fund Manager Experience: Over two decades of experience in investments across asset mgmt., wealth mgmt., institutional equities, and global macro research

Fund Manager Qualification: PGDM from IIM Calcutta (2000) and B.E (Mechanical Engineering) from NITK, Suratkal (1998)

Investment Objective

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.

Portfolio Strategy

Identify 3-5 key trends and create a portfolio of ~15 stocks to capture the same. Customize portfolio as per timing of subscription.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Oak Asset Management ABC Equity Portfolio-1.7%-4.3%1.3%10.1%15.4%---17.8%
Nifty 500-2.8%-9.0%-5.3%1.5%9.2%---11.6%



Portfolio Holdings


Holding %
State Bank of India 10.00
SIEMENS LTD 7.78
ITC Ltd 7.75
Cash & Eq 6.12
Others 68.35
Top 3 Equity Holdings 100.00

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 57.2
Mid Cap 16.6
Small Cap 13.3
Cash 12.9


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions