OAKS ASSET ALLOCATOR
OAKS ASSET ALLOCATOR is a Multi_asset Portfolio Management Service launched by Oaks Asset Management Private Limited on March 2022. Managed by Vivek Anand PS, the fund holds ₹131 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 2.38% (1Y), 7.41% CAGR (3Y), 7.11% since inception. Performance data as of July 2026.
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OAKS ASSET ALLOCATOR
Oaks Asset Management Private Limited
131.33 CR AUM
OAKS ASSET ALLOCATOR
Oaks Asset Management Private Limited
131.33 CR AUM
NSE Multi Asset Index 1
Benchmark
4yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
What is this fund's investment objective?
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How has OAKS ASSET ALLOCATOR performed?
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1M IA return
2.10%
1M benchmark return
1.70%
Alpha
0.40%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.10%
1M benchmark return
1.70%
Alpha
0.40%
1M Wealth multiple
1.02x
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