Oaks Asset Management Private Limited — PMS strategies

Oaks Asset Management Private Limited is a SEBI-registered portfolio manager running 9 strategies in our tracker, holding ₹538 Cr in aggregate AUM across the 8 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 9 strategies from Oaks Asset Management Private Limited

• OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)₹136 CrAUM13.0%3Y
• OAKS ASSET ALLOCATORHybrid₹131 CrAUM7.4%3Y
• The Alpha Capital Pledge (TAP)₹85 CrAUM-6.9%3Y
• OAKS Co-investment Portfolio₹77 CrAUM0.8%3Y
• Structured Product Series 2 (Incred)₹47 CrAUM3.9%3Y
• Structured Product Series 4 (Foodlink)₹26 CrAUM-1.9%3Y
• Structure Product Series 5 (InCred-2)₹19 CrAUM-1.9%3Y
• Structured Product Series 6(SHR Lifestyle)₹16 CrAUM11.6%3Y
• Structure Product Series 3 (Hero Electric)—AUM0.0%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.