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 | -1.7% | -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.
