O3 SECURITIES PVT LTD
AUM in Cr : 2,208 Cr
No of Clients : 182
O3 Capital is a mid-market investment bank, providing financial and strategic advice to our clients. Our firm is built simply on two core businesses – Corporate Finance and Alternate Asset Management. We bring a unique combination of insights, expertise and innovations, enabling us to address our clients’ most challenging assignments. Our teams are based out of Bangalore and Mumbai, India.
Growth Trend
Flow Trend
Schemes (7)
PMS
|
31 Dec 2022
|
AUM : 102 Cr
ABSOLUTE RETURN
Nifty
Fund Returns
1M
0.98%
1Y
4.88%
Benchmark Returns
1M
-3.48%
1Y
4.33
PMS
|
31 Dec 2022
|
AUM : 12 Cr
BOLD
Nifty500
Fund Returns
1M
-1.44%
1Y
23.15%
Benchmark Returns
1M
-3.12%
1Y
3.02 0%
PMS
|
31 Dec 2022
|
AUM : 199 Cr
CORE VALUE CONCENTRATED
Nifty500
Fund Returns
1M
-1.96%
1Y
6.99%
Benchmark Returns
1M
-3.12%
1Y
3.02 0%
PMS
|
31 Dec 2022
|
AUM : 205 Cr
CORE VALUE REGULAR
Nifty500
Fund Returns
1M
-2.67%
1Y
10.34%
Benchmark Returns
1M
-3.12%
1Y
3.02 0%
PMS
|
31 Dec 2022
|
AUM : 45 Cr
MULTI ASSET ALLOCATION
Nifty500 and Bharat Bond ETF
Fund Returns
1M
0.43%
1Y
4.7%
Benchmark Returns
1M
-0.31%
1Y
4.17
PMS
|
31 Dec 2022
|
AUM : 5 Cr
SPECIAL SITUATIONS
NiftySmallcap250
Fund Returns
1M
-0.56%
1Y
0%
Benchmark Returns
1M
-1.76%
1Y
0 0%
PMS
|
31 Dec 2022
|
AUM : 1 Cr
THEMATIC OPPORTUNITIES PORTFOLIO
Nifty500
Fund Returns
1M
-1.45%
1Y
0%
Benchmark Returns
1M
-3.12%
1Y
0 0%
Contacts
Contact PersonMr. Ravi Goenka
9823836688
9823836688
Corporate AddressO3 House, 5 Crescent Road, High Grounds,Bangalore 560 001, Karnataka, India
Web and Email https://www.o3.am
ravi.goenka@o3capital.com
ravi.goenka@o3capital.com
