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OAKS Asset Management
OAKS Asset Management

OAKS Asset Management

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AUM 537.42 Cr
(As on Jun, 2026)
No. of schemes1
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About OAKS Asset Management

OAKS Asset Management manages assets worth Rs 537.42 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

PORTFOLIO MANAGERS

Kenneth Serrao
Kenneth Serrao
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +4.96 %
Profile

20+ years of experience in Indian financial markets across Kotak and Edelweiss . Co-head of Edelweiss Liquid Alternative Fund business that managed the India Diversified Fund. MBA, IIM-Ahmedabad

Abhinav Sharma
Abhinav Sharma
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +4.96 %
Profile

Abhinav Sharma is a co-manager of OAKS Tenet Portfolio since January 1, 2022. He has more than twenty years of experience in the investment industry, and has managed portfolios previously at institutions including ICICI Lombard, Edelweiss, ING Life Insurance (later renamed Exide Life Insurance), Reliance Wealth among others. He has a post graduate diploma from Indian Institute of Management Calcutta and a bachelor’s degree from Indian Institute of Technology Kharagpur.

Fund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

BT Tv

PMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
153 Out of 284
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the total AUM managed by OAKS Asset Management ?
The total AUM managed by OAKS Asset Management is ₹ 537.42 crores
What is the total number of schemes managed by OAKS Asset Management ?
The total number of schemes managed by OAKS Asset Management is 1
What is the best performing PMS scheme of OAKS Asset Management in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is OAKS - ABC Equity Portfolio.
What is the best performing PMS scheme of OAKS Asset Management in 3 years?
The best performing PMS scheme of OAKS Asset Management in 3 years is OAKS - ABC Equity Portfolio