Oaks Asset Management Private Limited

Equity, Multi Asset · 9 investment approaches

Total AUM

₹479 Cr

Years Active

10.5

AUM Change (3M)

+14.8%

AUM Change (1Y)

+7.0%

Min Investment

₹50L

Schemes

9

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Structured Product Series 6(SHR Lifestyle)	Equity	₹16 Cr	-0.49%	+39.58%	+11.62%	-1.16%	0.18
Structured Product Series 2 (Incred)	Equity	₹48 Cr	-0.51%	+16.80%	+3.86%	+0.11%	-0.28
The Alpha Capital Pledge (TAP)	Equity	₹85 Cr	-0.50%	+11.48%	-6.97%	-4.25%	-0.89
Structured Product Series 1 (Just Buy Live)	Equity	-	+0.56%	+6.69%	+13.74%	-46.31%	-
ABC Equity Portfolio	Equity	₹129 Cr	-9.60%	+2.78%	+14.17%	+14.42%	0.46
OAKS ASSET ALLOCATOR	Multi Asset	₹79 Cr	-8.73%	-1.57%	+5.81%	+5.07%	-0.25
OAKS Co-investment Portfolio	Equity	₹77 Cr	-0.47%	-1.83%	+0.76%	+0.47%	-1.29
Structure Product Series 5 (InCred-2)	Equity	₹19 Cr	-0.48%	-1.90%	-2.06%	-1.92%	-9.14
Structured Product Series 4 (Foodlink)	Equity	₹26 Cr	-0.50%	-1.90%	-1.84%	-3.68%	-

Structured Product Series 6(SHR Lifestyle)

Structured Product Series 2 (Incred)

The Alpha Capital Pledge (TAP)

Structured Product Series 1 (Just Buy Live)

ABC Equity Portfolio

OAKS ASSET ALLOCATOR

OAKS Co-investment Portfolio

Structure Product Series 5 (InCred-2)

Structured Product Series 4 (Foodlink)