Oaks Asset Management Private Limited • Multi Asset
Oaks Asset Allocator is a multi asset portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 1 Jul 2022. It manages ₹108 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +2.46% over 1 year and +7.27% over 3 years (+6.72% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹108 Cr
3-year return
+7.27%
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)
₹108.0 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/07/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.07%
3 Months
-1.96%
1 Year
+2.46%
3 Years
+7.27%
Since Inception
+6.72%
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 Oaks Asset Allocator
What are the returns of Oaks Asset Allocator?
Oaks Asset Allocator has a 1-year return of +2.46%, a 3-year return of +7.27% and +6.72% since inception. Past performance is not indicative of future results.
What is the AUM of Oaks Asset Allocator?
Oaks Asset Allocator manages ₹108 Cr of client assets.
What is the minimum investment for Oaks Asset Allocator?
The minimum investment for Oaks Asset Allocator is ₹50 Lakhs.
When was Oaks Asset Allocator launched?
Oaks Asset Allocator was launched on 1 Jul 2022. It has a 3-year track record.