Oaks Asset Management Private Limited • Equity
Structured Product Series 6(SHR Lifestyle) is an equity portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 11 Mar 2019. It manages ₹16.45 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +39.57% over 1 year, +11.62% over 3 years and -1.19% over 5 years (-1.15% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 3 Months | -0.99% |
| 1 Year | +39.57% |
| 3 Years | +11.62% |
| 5 Years | -1.19% |
| Since Inception | -1.15% |
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.
Book an intro callStructured Product Series 6(SHR Lifestyle) has a 1-year return of +39.57%, a 3-year return of +11.62%, a 5-year return of -1.19% and -1.15% since inception. Past performance is not indicative of future results.
Structured Product Series 6(SHR Lifestyle) manages ₹16.45 Cr of client assets.
The minimum investment for Structured Product Series 6(SHR Lifestyle) is ₹50 Lakhs.
Structured Product Series 6(SHR Lifestyle) was launched on 11 Mar 2019. It has a 7-year track record.
Description
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