- Manager
- Oaklane Capital Management
- Service
- Discretionary
- Asset class
- Debt
Oaklane Be-spoke-Debt
+5.07%
1-year return
Benchmark Nifty Medium to Long Duration Debt Index +2.22% · to 30 Sep 2026
Oaklane Capital Management’s Oaklane Be-spoke-Debt returned 5.07% over the year to 30 Sep 2026, against 2.22% for its benchmark, the Nifty Medium to Long Duration Debt Index. It managed ₹3.19 crore across its clients.
Key numbers
- AUM
- ₹3.19 Cr
- Benchmark
- Nifty Medium to Long Duration Debt Index
- Turnover, past year
- 1.89×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty Medium to Long Duration Debt Index | Difference |
|---|---|---|---|
| 1 month | −0.08% | +1.28% | −1.36% |
| 3 months | +0.96% | +0.32% | +0.65% |
| 6 months | +2.51% | +2.70% | −0.19% |
| 1 year | +5.07% | +2.22% | +2.85% |
| Since inception | +5.28% | +1.89% | +3.39% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds100.16%₹3.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.45 Cr
- Net, Sep 2026
- −₹0.45 Cr
- Net, FY to date
- −₹0.45 Cr
- Turnover, month
- 0.97×
- Turnover, past year
- 1.89×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Oaklane Be-spoke-Debt returned?
5.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.08%; 3 months: 0.96%; 6 months: 2.51%; 1 year: 5.07%; Since inception: 5.28%.
How has it done against its benchmark?
Its benchmark, the Nifty Medium to Long Duration Debt Index, returned 2.22% over the year, so the strategy was 2.85 percentage points ahead.
How much does Oaklane Be-spoke-Debt manage?
₹3.19 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Oaklane Be-spoke-Debt?
Oaklane Capital Management, a SEBI-registered portfolio manager (INP000006624), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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