Structured Product Series 2 (Incred) PMS: Returns, AUM & Details
Oaks Asset Management Private Limited • Equity
Structured Product Series 2 (Incred) is an equity portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 6 Jul 2016. It manages ₹47.56 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +16.80% over 1 year, +3.86% over 3 years and +1.46% over 5 years (+0.11% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹47.56 Cr
3-year return
+3.86%
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)
₹47.56 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
06/07/2016
Trailing Returns
Trailing returns
Period
Return
3 Months
-1.01%
1 Year
+16.80%
3 Years
+3.86%
5 Years
+1.46%
Since Inception
+0.11%
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 Structured Product Series 2 (Incred)
What are the returns of Structured Product Series 2 (Incred)?
Structured Product Series 2 (Incred) has a 1-year return of +16.80%, a 3-year return of +3.86%, a 5-year return of +1.46% and +0.11% since inception. Past performance is not indicative of future results.
What is the AUM of Structured Product Series 2 (Incred)?
Structured Product Series 2 (Incred) manages ₹47.56 Cr of client assets.
What is the minimum investment for Structured Product Series 2 (Incred)?
The minimum investment for Structured Product Series 2 (Incred) is ₹50 Lakhs.
When was Structured Product Series 2 (Incred) launched?
Structured Product Series 2 (Incred) was launched on 6 Jul 2016. It has a 9-year track record.