The Alpha Capital Pledge (TAP) PMS: Returns, AUM & Details
Oaks Asset Management Private Limited • Equity
The Alpha Capital Pledge (TAP) is an equity portfolio management service (PMS) strategy run by Oaks Asset Management Private Limited, launched on 26 Apr 2017. It manages ₹85.39 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.48% over 1 year, -6.97% over 3 years and -7.20% over 5 years (-4.21% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹85.39 Cr
3-year return
-6.97%
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)
₹85.39 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
26/04/2017
Trailing Returns
Trailing returns
Period
Return
3 Months
-0.94%
1 Year
+11.48%
3 Years
-6.97%
5 Years
-7.20%
Since Inception
-4.21%
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 The Alpha Capital Pledge (TAP)
What are the returns of The Alpha Capital Pledge (TAP)?
The Alpha Capital Pledge (TAP) has a 1-year return of +11.48%, a 3-year return of -6.97%, a 5-year return of -7.20% and -4.21% since inception. Past performance is not indicative of future results.
What is the AUM of The Alpha Capital Pledge (TAP)?
The Alpha Capital Pledge (TAP) manages ₹85.39 Cr of client assets.
What is the minimum investment for The Alpha Capital Pledge (TAP)?
The minimum investment for The Alpha Capital Pledge (TAP) is ₹50 Lakhs.
When was The Alpha Capital Pledge (TAP) launched?
The Alpha Capital Pledge (TAP) was launched on 26 Apr 2017. It has a 9-year track record.