OAKS - ABC Equity Portfolio
EQUITY FLEXI CAP
Seeks to capture select transformative trends which are currently undervalued & underowned, via a concentrated portfolio of Indian equities, managed with an absolute return orientation.
+16.14%
3Y annualised returns
+11.21%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
28 Jan '21
Total AUM
₹152.01Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity37.5%
Cash14.1%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
DBDebashish BosePortfolio Manager, ABC Equity PortfolioView details
DB
Debashish Bose
Portfolio Manager, ABC Equity Portfolio
View details
About
Debashish Bose has set up the ABC Equity Portfolio - a public equities offering from OAKS AMC; and is responsible for managing the portfolio.He has two decades plus experience in investments across asset mgmt., wealth mgmt., institutional equities, and global macro research.He has lived & worked across geographies (India, US & Europe) for firms such as DSP Investment Managers, IDFC AMC, Quant Capital, UBS & Kotak Mahindra and engaged with multiple categories of professional investors including family offices, endowments, hedge funds and institutions.Debashish has a PGDM from IIM Calcutta (2000) and a Bachelors in Mech Engineering From NITK, Suratkal (1998).
Experience
Over two decades of experience in the investment industry across India, the US, and Europe.
Investment philosophy
Specializes in asset management, wealth management, institutional equities, and global macro research.
Previously worked at
- DSP Investment Managers
- IDFC AMC
- Quant Capital
- UBS
- Kotak Mahindra
Awards
- Set up the ABC Equity Portfolio, a public equities offering from OAKS AMC. Has engaged with diverse professional investors including family offices, endowments, and hedge funds.
PMS house
OAKS Asset Management
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