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 Portfolio0.52%6.26%29.41%51.13%32.48%25.05%--26.73%
BSE 500 TRI0.03%2.86%12.51%23.02%17.87%14.45%0.00%-16.79%

Portfolio Holdings


Holding %
Reliance Industries 6.51
NTPC Ltd 6.09
DLF Limited 5.95
Cash & Eq 25.59

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 49.40
Mid Cap 9.00
Small Cap 14.90
Cash 26.70

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 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


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Do Not Simply Invest, Make Informed Decisions

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