What are the 1-year and 3-year returns for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets?

OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets has delivered a 1-year return of +4.96%, 3-year return of +11.14%, 5-year return of +13.92%. Past performance is not indicative of future results.

What is the minimum investment for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets?

The minimum investment for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets is 50 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets Returns, Portfolio & Fund Manager

Q: Who is the fund manager for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets?

The fund manager for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets is Kenneth Serrao, who manages an AUM of 138.83.

Q: What is the AUM for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets?

The Assets Under Management (AUM) for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets is 138.83 as of the latest available data.

Q: What is the fee structure for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets?

Detailed fee information for OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets is available on request from Oaks Asset Management Private Limited. PMS schemes typically charge a fixed management fee plus a performance fee above a hurdle rate.

Period	Return
1 Month	+1.15%
3 Months	-1.52%
1 Year	+4.96%
3 Years	+11.14%
5 Years	+13.92%
Since Inception	+15.34%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

Talk to a PMS Advisor

OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets

Notification