Oaks PMS strategies
Oaks runs 18 portfolio management strategies listed with APMI, managing ₹927 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| ABC Equity Portfolio | Equity | — | ₹146 Cr | +15.95% | — | — | ₹50 Lakhs | — |
| OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets | — | Kenneth Serrao | ₹120 Cr | +8.21% | +2.15 pts | — | ₹50 Lakhs | Sep 2026 |
| Oaks Asset Allocator | Multi Asset | — | ₹108 Cr | +7.27% | — | — | ₹50 Lakhs | — |
| OAKS Co-investment Portfolio-Private Markets | — | Vivek Anand PS | ₹86.31 Cr | +2.47% | -3.59 pts | — | ₹50 Lakhs | Sep 2026 |
| The Alpha Capital Pledge-Private Markets | — | Vivek Anand PS | ₹85.56 Cr | -6.94% | -13.00 pts | — | ₹50 Lakhs | Sep 2026 |
| The Alpha Capital Pledge (TAP) | Equity | — | ₹85.39 Cr | -6.97% | — | — | ₹50 Lakhs | — |
| OAKS Co-investment Portfolio | Equity | — | ₹76.82 Cr | +0.76% | — | — | ₹50 Lakhs | — |
| Structured Product Series 2-Private Markets | — | Vivek Anand PS | ₹47.91 Cr | +3.89% | -2.17 pts | — | ₹50 Lakhs | Sep 2026 |
| Structured Product Series 2 (Incred) | Equity | — | ₹47.56 Cr | +3.86% | — | — | ₹50 Lakhs | — |
| Structured Product Series 4 (Foodlink) | Equity | — | ₹25.64 Cr | -1.85% | — | — | ₹50 Lakhs | — |
| Structured Product Series 4-Private Markets | — | Vivek Anand PS | ₹25.57 Cr | -1.87% | -7.93 pts | — | ₹50 Lakhs | Sep 2026 |
| Structure Product Series 5-Private Markets | — | Vivek Anand PS | ₹19.67 Cr | -1.89% | -7.95 pts | — | ₹50 Lakhs | Sep 2026 |
| Structure Product Series 5 (InCred-2) | Equity | — | ₹19.49 Cr | -2.06% | — | — | ₹50 Lakhs | — |
| Structured Product Series 6-Private Markets | — | Vivek Anand PS | ₹16.47 Cr | +11.62% | +5.56 pts | — | ₹50 Lakhs | Sep 2026 |
| Structured Product Series 6(SHR Lifestyle) | Equity | — | ₹16.45 Cr | +11.62% | — | — | ₹50 Lakhs | — |
| JBL Bridge Round (Just Buy Live) | Equity | — | — | -94.45% | — | — | ₹50 Lakhs | — |
| Structure Product Series 3 (Hero Electric) | Equity | — | — | -117.98% | — | — | ₹50 Lakhs | — |
| Structured Product Series 1 (Just Buy Live) | Equity | — | — | +13.74% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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