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 |
|---|---|---|---|---|---|---|---|---|---|
| Oak Asset Management ABC Equity Portfolio | 1.31% | 8.35% | 18.45% | 49.28% | 37.23% | 25.50% | - | - | 26.50% |
| BSE 500 TRI | 6.77% | 8.13% | 11.29% | 26.66% | 24.75% | 16.53% | - | - | 18.61% |
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 | 51.40 |
| Mid Cap | 8.70 |
| Small Cap | 15.30 |
| Cash | 24.50 |
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 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
