Oaks Asset Management Private Limited
Equity, Multi Asset · 9 investment approaches
Total AUM
₹495 Cr
Years Active
10.4
AUM Change (3M)
+18.5%
AUM Change (1Y)
+13.7%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Structured Product Series 6(SHR Lifestyle) | Equity | ₹17 Cr | +0.00% | +39.58% | +11.60% | -1.11% | 0.20 |
ABC Equity Portfolio | Equity | ₹145 Cr | +3.97% | +22.29% | +18.22% | +16.98% | 0.81 |
Structured Product Series 2 (Incred) | Equity | ₹48 Cr | +0.00% | +16.80% | +3.86% | +0.16% | -0.25 |
OAKS ASSET ALLOCATOR | Multi Asset | ₹81 Cr | -0.80% | +11.56% | +9.26% | +7.64% | 0.16 |
The Alpha Capital Pledge (TAP) | Equity | ₹86 Cr | +0.00% | +11.49% | -6.97% | -4.23% | -0.88 |
Structured Product Series 1 (Just Buy Live) | Equity | — | +0.56% | +6.69% | +13.74% | -46.31% | — |
OAKS Co-investment Portfolio | Equity | ₹74 Cr | +0.01% | -1.86% | +0.76% | +0.13% | -1.24 |
Structured Product Series 4 (Foodlink) | Equity | ₹26 Cr | +0.01% | -1.89% | -1.84% | -3.66% | — |
Structure Product Series 5 (InCred-2) | Equity | ₹20 Cr | +0.00% | -1.90% | -2.06% | -1.88% | -8.96 |