OAKS Asset Management
AUM (Cr.)
607.04
No. of Clients
347
No. of Investment Approach
1
As On
31 October 2024
OAKS is an independent, partner-owned investment firm founded in 2015. The firm offers products investing in private equity and public equities. Private equity business - We invest in simple, scalable consumer businesses founded by experienced entrepreneurs in India. Our portfolio companies focus on high quality brands providing affordable products & services for the mass market while avoiding winner take all / most segments. This is currently being offered via the Oaks India Consumer Fund - a Category 2 AIF. Public equities - In early 2021, we launched the ABC Equity Portfolio - a PMS offering which invests into 3-5 transformational trends that are currently under-valued / under-owned via a concentrated portfolio of ~15 stocks. The portfolio is managed with an absolute return orientation and customized as per time of subscription. It typically will invest in sectors that have relatively lower weightage in the indices and complements existing Index fund/ETF/ diversified MF exposures. We are headquartered at Mumbai, India.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
ABC Equity Portfolio |
FLEXICAP | 33.30% | 25.85% | 20.99% | NA | 22.42% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
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AMC Registered Address
Oaks Asset Management Private Limited , 56 Maker Chambers VI,Nariman Point, Mumbai 400 021
SEBI Reg No : INP000004888
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