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 Portfolio6.37%25.10%26.11%47.61%26.73%26.35%--26.06%
BSE 500 TRI0.02%14.00%10.48%24.35%13.28%0.18%--17.19%

Portfolio Holdings


Holding %
DLF Limited 8.38
Power Grid Corp of India 6.89
Reliance Industries 6.23
Cash & Eq 6.18
Others 6.01
Top 3 Equity Holdings 100.00

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 54.80
Mid Cap 11.30
Small Cap 17.20
Cash 16.80

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 Jan 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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