OAKS ASSET MANAGEMENT PVT LTD
AUM in Cr : 348 Cr
No of Clients : 212
OAKS is an independent, partner-owned investment firm founded in 2015.The firm offers products investing in private equity and public equities. Private equity business -We invest in simple, scalable consumer businesses founded by experienced entrepreneurs in India. Our portfolio companies focus on high quality brands providing affordable products & services for the mass market while avoiding winner take all / most segments.
Growth Trend
Flow Trend
Schemes (10)
PMS
|
31 May 2023
|
AUM : 54 Cr
ABC EQUITY PORTFOLIO
NIFTY50(TRI)
Fund Returns
1M
2.65%
1Y
16.17%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 0 Cr
JBL BRIDGE ROUND (JUST BUY LIVE)
NIFTY50(TRI)
Fund Returns
1M
0.59%
1Y
5.63%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 13 Cr
OAKS ASSET ALLOCATOR
Nifty Multi Asset - Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index
Fund Returns
1M
1.04%
1Y
0%
Benchmark Returns
1M
1.95%
1Y
0
PMS
|
31 May 2023
|
AUM : 64 Cr
STRUCTURE PRODUCT SERIES 3 (HERO ELECTRIC)
NIFTY50(TRI)
Fund Returns
1M
0%
1Y
-1.9%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 20 Cr
STRUCTURE PRODUCT SERIES 5 (INCRED-2)
NIFTY50(TRI)
Fund Returns
1M
0%
1Y
-1.9%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 0 Cr
STRUCTURED PRODUCT SERIES 1 (JUST BUY LIVE)
NIFTY50(TRI)
Fund Returns
1M
0.58%
1Y
5.83%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 51 Cr
STRUCTURED PRODUCT SERIES 2 (INCRED)
NIFTY50(TRI)
Fund Returns
1M
0%
1Y
-2.02%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 26 Cr
STRUCTURED PRODUCT SERIES 4 (FOODLINK)
NIFTY50(TRI)
Fund Returns
1M
0.02%
1Y
-1.74%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 12 Cr
STRUCTURED PRODUCT SERIES 6(SHR LIFESTYLE)
NIFTY50(TRI)
Fund Returns
1M
0%
1Y
-30.96%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 107 Cr
THE ALPHA CAPITAL PLEDGE (TAP)
NIFTY50(TRI)
Fund Returns
1M
0%
1Y
-9.52%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
Contacts
Contact PersonMr. Santosh Parab, Mr.Trupti Shidavkar
9820253851, 9892959353
9820253851, 9892959353
Corporate Address56, MAKER CHAMBER VI,NARIMAN POINT,MUMBAI,,MAHARASHTRA,INDIA,400021
Web and Email www.oaksamc.com
santosh@oaksamc.com
santosh@oaksamc.com
