OAKS Co-investment Portfolio
OAKS Co-investment Portfolio is a Equity Portfolio Management Service launched by Oaks Asset Management Private Limited on January 2022. Managed by Vivek Anand PS, the fund holds ₹77 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -1.86% (1Y), 0.76% CAGR (3Y), 0.33% since inception. Performance data as of July 2026.
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OAKS Co-investment Portfolio
Oaks Asset Management Private Limited
76.82 CR AUM
OAKS Co-investment Portfolio
Oaks Asset Management Private Limited
76.82 CR AUM
Nifty 50 TRI
Benchmark
4yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
4yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vivek anand ps
Fund Manager
EQUITYStrategies
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?
null
How has OAKS Co-investment Portfolio performed?
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1M IA return
0.00%
1M benchmark return
1.67%
Alpha
-1.67%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
0.00%
1M benchmark return
1.67%
Alpha
-1.67%
1M Wealth multiple
1.00x
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