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

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 Aug 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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