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.
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OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)
Benchmark: Nifty 50 TRI
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Oaks Asset Management Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹136.10 | -1.27 | 8.06 | -0.82 | 1.08 | -1.78 | 12.97 | 16.13 | 13.91 | 15.35 |
| Benchmark | NA | 1.67 | 7.40 | -8.10 | -5.42 | 0.85 | 8.81 | 12.17 | 9.99 | 11.72 |
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.
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