OAKS Co-investment Portfolio is an equity portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 24 Jan 2022. It manages ₹76.82 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -1.84% over 1 year and +0.76% over 3 years (+0.46% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹76.82 Cr
3-year return
+0.76%
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)
₹76.82 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
24/01/2022
Trailing Returns
Trailing returns
Period
Return
3 Months
-0.88%
1 Year
-1.84%
3 Years
+0.76%
Since Inception
+0.46%
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 Co-investment Portfolio
What are the returns of OAKS Co-investment Portfolio?
OAKS Co-investment Portfolio has a 1-year return of -1.84%, a 3-year return of +0.76% and +0.46% since inception. Past performance is not indicative of future results.
What is the AUM of OAKS Co-investment Portfolio?
OAKS Co-investment Portfolio manages ₹76.82 Cr of client assets.
What is the minimum investment for OAKS Co-investment Portfolio?
The minimum investment for OAKS Co-investment Portfolio is ₹50 Lakhs.
When was OAKS Co-investment Portfolio launched?
OAKS Co-investment Portfolio was launched on 24 Jan 2022. It has a 4-year track record.