ABC Equity Portfolio PMS by Oaks: Returns, AUM & Details
Oaks Asset Management Private Limited • Equity
ABC Equity Portfolio is an equity portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 28 Jan 2021. It manages ₹146 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +12.42% over 1 year, +15.95% over 3 years and +16.27% over 5 years (+16.47% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹146 Cr
3-year return
+15.95%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹146.01 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
28/01/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+10.98%
3 Months
+2.96%
1 Year
+12.42%
3 Years
+15.95%
5 Years
+16.27%
Since Inception
+16.47%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about ABC Equity Portfolio
What are the returns of ABC Equity Portfolio?
ABC Equity Portfolio has a 1-year return of +12.42%, a 3-year return of +15.95%, a 5-year return of +16.27% and +16.47% since inception. Past performance is not indicative of future results.
What is the AUM of ABC Equity Portfolio?
ABC Equity Portfolio manages ₹146 Cr of client assets.
What is the minimum investment for ABC Equity Portfolio?
The minimum investment for ABC Equity Portfolio is ₹50 Lakhs.
When was ABC Equity Portfolio launched?
ABC Equity Portfolio was launched on 28 Jan 2021. It has a 5-year track record.