ABC Equity Portfolio
Fund Snapshot
|
PMS Provider Name |
Oaks Asset Management Private Limited |
|
Benchmark |
Nifty 50 TRI |
|
Strategy Name |
Equity |
|
Product Name |
Equity |
|
Date Of Inception |
28/01/2021 |
|
Age |
4.10 Years |
|
Min. Inv. Amount |
5000000 |
|
Fixed Fees Structure |
NA |
|
Variable Fees Structure |
NA |
|
Exit Load |
NA |
|
Fund Manager |
Kenneth Serrao |
|
1 Month Turnover |
0.05 |
|
1-Year Turnover |
1.20 |
|
AUM CR |
₹148.57 |
About AMC
OAKS Asset Management, an independent investment firm owned by its partners, is located in Mumbai, India. Founded in 2015 by Vivek Anand PS, Vishal Ootam, Sandeep Somani, and Kenneth Serrao, the firm works in both private equity and public equities. OAKS focuses on investing in established, entrepreneur-run consumer companies in India. They prefer teaming up with founders who have a record of growing businesses that offer affordable products and services to a broad audience, and they intentionally stay away from intensely competitive markets where only one company is likely to succeed.
Turn Complex Things Into a Powerful Advantage
AIFs and PMS can be great tools if you use them right. AltPort Funds helps you turn complicated investments into an advantage by using careful analysis and expert advice. We make decisions simpler while keeping the strategy strong. This lets you take advantage of sophisticated opportunities without unnecessary risk or confusion. When handled well, complexity can be a source of strength.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Oaks Asset Management Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹130.89 | -0.27 | -0.41 | -1.47 | 6.66 | -1.23 | 11.16 | 13.36 | 13.69 | 15.03 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | -0.35 | -1.19 | 9.00 | 9.13 | 8.32 | 11.59 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Kenneth Serrao
Kenneth Serrao serves as the Director and Fund Manager at Oaks Asset Management Private Limited, where he leverages over 20 years of extensive experience in the Indian financial markets. A seasoned investment professional, Kenneth has held pivotal leadership roles at premier institutions including Kotak and Edelweiss, where he distinguished himself as the Co-Head of the Liquid Alternative Fund business. His expertise spans private equity and public equity strategies, with a specialized focus on scaling entrepreneur-led consumer businesses. At Oaks, he is instrumental in driving the ABC Equity Portfolio, applying a disciplined, research-backed approach to identify sustainable growth opportunities within the Indian economy.
View Profile →Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Subscribe to the ALTPORT newsletter
Join HNIs, family offices and NRI investors reading with us.
You're on the list
Thanks — we've added your email to the ALTPORT newsletter.