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 | -0.62% | 9.32% | 26.44% | 53.74% | 27.06% | 25.20% | - | - | 25.64% |
| BSE 500 TRI | 1.57% | 2.92% | 14.09% | 30.08% | 14.38% | 16.31% | - | - | 17.28% |
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 | 54.60 |
| Mid Cap | 7.50 |
| Small Cap | 12.40 |
| Cash | 25.60 |
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 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
