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Oaklane Be-spoke- Equity

Oaklane Be-spoke- Equity is a Equity Portfolio Management Service launched by Oaklane Capital Management Llp on December 2021. Managed by ASHWINI DESAI, the fund holds ₹5095 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 5.5% (1Y), 19.2% CAGR (3Y), 14.76% since inception. Performance data as of July 2026.

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Oaklane Be-spoke- Equity

Oaklane Capital Management Llp

5,095.02 CR AUM

Oaklane Be-spoke- Equity

Oaklane Be-spoke- Equity

Oaklane Capital Management Llp

5,095.02 CR AUM

BSE 500 TRI
Benchmark
4yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

ashwini desai

Fund Manager
EQUITYStrategies

Ashwini is a CFA Charter holder and Chartered Accountant by qualification, investment manager by profession and teacher by vocation. Her career in equity markets spans over a decade with prior experience at Bajaj Allianz Life Insurance. Ashwini also contributes to society by mentoring students at SCMHRD and CFA candidates.

Ashwini is a CFA Charter holder and Chartered Accountant by qualification, investment manager by profession and teacher by vocation. Her career in equity markets spans over a decade with prior experience at Bajaj Allianz Life Insurance. Ashwini also contributes to society by mentoring students at SCMHRD and CFA candidates.

What is this fund's investment objective?

To generate long-term capital growth, optimal returns consistent with moderate levels of risk and liquidity from an actively managed portfolio of eligible/ permitted securities. Portfolio shall consist of equity and equity related instruments and debt instruments, including mutual fund schemes

How has Oaklane Be-spoke- Equity performed?

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Wealth Creation Calculator

1M IA return
2.47%
1M benchmark return
-0.17%
Alpha
2.64%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.47%
1M benchmark return
-0.17%
Alpha
2.64%
1M Wealth multiple
1.02x

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