OAKS ASSET ALLOCATOR -Public Markets
OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio) -Public Markets
Structured Product Series 2-Private Markets
Structured Product Series 4-Private Markets
Structure Product Series 5-Private Markets
Structured Product Series 6-Private Markets
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −0.5% | −6.0% | +5.5% |
| 3 Months | −0.5% | −4.9% | +4.4% |
| 6 Months | −1.0% | +2.1% | −3.1% |
| 1 Year | −1.9% | −7.1% | +5.2% |
|---|
| 2 Years | −9.5% | −5.3% | −4.2% |
|---|
| 3 Years (CAGR) | −6.9% | +6.1% | −13.0% |
|---|
| 4 Years (CAGR) | −7.6% | +8.5% | −16.1% |
|---|
| 5 Years (CAGR) | −7.2% | +6.4% | −13.6% |
|---|
| Since launch | −4.1% | +10.5% | −14.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 38.6%
Oaks Asset Management’s story and investment philosophy are on the Oaks Asset Management firm page.
Vishal Ootam
Founder
Over 30 years in Indian financial markets across Public Equities and Asset Management
Vivek Anand PS
Founder & MD
25+ years in Public Equities, Private Wealth and Asset Management
Sandeep Somani
Co-founder & CFO
25+ years in Operations, Finance and Compliance across Asset Management and Private Equity
Sat Pal Khattar
AdvisorChairman – Board of Advisors
Founder of Khattar Wong and Partners, Singapore. Padma Shri - first Singaporean recipient. Former Chairman of Singapore Business Federation.
Mohandas Pai
AdvisorBoard of Advisors
Chairman of FICCI Higher Education Committee, SEBI Board Member. Ex-CFO of Infosys (1994-2006). Co-founded Aarin Capital Partners. Padma Shri awardee.
Dr Ranjan Pai
AdvisorBoard of Advisors
Chairman of Manipal Education and Medical Group. Built Manipal Hospitals into a leading multi-specialty network.
Registration No
INP000004888
Fund Manager
VISHAL OOTAM
Principal Officer
VISHAL OOTAM
Inflow
₹0.02 Cr
Outflow
₹0.00 Cr
Net
₹0.02 Cr
Not reported — complaint data for this strategy isn't available yet.
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