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 | -0.33% | 8.70% | 18.68% | 20.33% | 17.38% | - | - | - | 19.51% |
| BSE 500 TRI | -2.31% | 4.38% | 12.15% | 9.53% | 7.32% | - | - | - | 14.66% |
Portfolio Holdings
| Holding | % |
|---|---|
| State Bank of India | 8.38 |
| DLF Ltd. | 6.89 |
| Tata Coffee Ltd | 6.23 |
| Container Corporation of India Ltd. | 6.18 |
| ITC Ltd | 6.01 |
| Cash & Cash Equivalent | 15.47 |
| Others | 50.83 |
| Top 7 Equity Holdings | 100.00 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 55.00 |
| Mid Cap | 10.90 |
| Small Cap | 20.30 |
| Cash | 13.70 |
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 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
