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OAKS ASSET ALLOCATOR

Oaks Asset Management Private Limited

108.00 CR AUM

OAKS ASSET ALLOCATOR

OAKS ASSET ALLOCATOR

Oaks Asset Management Private Limited

108.00 CR AUM

NSE Multi Asset Index 1
Benchmark
4yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vivek anand ps

Fund Manager
MULTI_ASSETStrategies

Vivek Anand, based in Mumbai, MH, IN, is currently a MD and Founder at OAKS Asset Management. Vivek Anand brings experience from previous roles at InCred - Borrow. With Confidence. Bay Capital, Kotak Mahindra Bank and Kotak Securities. Vivek Anand holds a Bachelor of Commerce (B. Com) @ Sri Bhagawan Mahaveer Jain College.

Vivek Anand, based in Mumbai, MH, IN, is currently a MD and Founder at OAKS Asset Management. Vivek Anand brings experience from previous roles at InCred - Borrow. With Confidence. Bay Capital, Kotak Mahindra Bank and Kotak Securities. Vivek Anand holds a Bachelor of Commerce (B. Com) @ Sri Bhagawan Mahaveer Jain College.

Purpose

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Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
7.07%
1M benchmark return
5.64%
Alpha
1.43%
1M Wealth multiple
1.07x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
7.07%
1M benchmark return
5.64%
Alpha
1.43%
1M Wealth multiple
1.07x

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