- Manager
- Oaklane Capital Management
- Service
- Discretionary
- Asset class
- Equity
Oaklane Be-spoke-Equity
+9.80%
1-year return
Benchmark BSE500(TRI) −2.33% · to 30 Sep 2026
Oaklane Capital Management’s Oaklane Be-spoke-Equity returned 9.80% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500(TRI). It managed ₹5,751 crore across its clients.
Key numbers
- AUM
- ₹5,751 Cr
- Benchmark
- BSE500(TRI)
- Turnover, past year
- 1.09×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500(TRI) | Difference |
|---|---|---|---|
| 1 month | −3.89% | −5.57% | +1.69% |
| 3 months | −0.27% | −3.59% | +3.32% |
| 6 months | +21.39% | +8.07% | +13.32% |
| 1 year | +9.80% | −2.33% | +12.13% |
| 2 years | +5.35% | −3.93% | +9.28% |
| 3 years | +15.99% | +9.21% | +6.79% |
| 4 years | +18.08% | +11.22% | +6.87% |
| Since inception | +15.07% | +9.83% | +5.24% |
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
- Listed equity91.73%₹5,275 Cr
- Mutual funds5.90%₹339 Cr
- Cash and other2.37%₹136 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹311 Cr
- Outflow, Sep 2026
- ₹43.47 Cr
- Net, Sep 2026
- ₹268 Cr
- Net, FY to date
- ₹618 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.09×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Oaklane Be-spoke-Equity returned?
9.80% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.89%; 3 months: −0.27%; 6 months: 21.39%; 1 year: 9.80%; 2 years: 5.35%; 3 years: 15.99%; 4 years: 18.08%; Since inception: 15.07%.
How has it done against its benchmark?
Its benchmark, the BSE500(TRI), returned −2.33% over the year, so the strategy was 12.13 percentage points ahead.
How much does Oaklane Be-spoke-Equity manage?
₹5,751 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-Equity?
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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