JBL Bridge Round (Just Buy Live)-Private Markets

Oaks Asset Management Private Limited · Equity · measured against BSE 500 TRI (declared benchmark: Nifty 50 TRI)

AUM

0 cr

CAGR (full)

5.0%

Sharpe (full)

-1.25

Sharpe (bull ≤Sep-24)

-0.30

Sharpe (flat Oct-24→)

—

Max drawdown

0.0%

Since inception (APMI)

—

Months of data

Equity curve

Drawdown

Fiscal-year record

FY	Return	Sharpe	Active vs BM	IR	TE	months
FY24	6.8%	6.80	-28.2%	-2.66	10.6%	12
FY25*	1.6%	-3.61	-7.3%	-0.56	12.9%	8
FY26	—	—	—	—	—	0
FY27*	—	—	—	—	—	0

Return is the TOTAL return over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). Active/IR are measured against BSE 500 TRI (equity funds all use BSE 500 TRI uniformly — self-declared benchmarks are often softer); Sharpe remains the primary metric.

Monthly returns (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2023				+0.5	+0.6	+0.5	+0.5	+0.6	+0.5	+0.6	+0.6	+0.6	+5.0
2024	+0.6	+0.5	+0.6	+0.5	+0.6	+0.5		+0.0	+0.0	+0.0	+0.0	+0.0	+3.3

Rolling 12-month active return

AUM & estimated net flows

Monthly net flow estimate: AUM_t − AUM_(t−1)·(1+r_t). Positive = net inflows, ₹cr.

Source: APMI monthly IA-level disclosures (mandated by SEBI's Dec-2022 benchmarking circular); returns are TWRR net of all fees and expenses per SEBI circular of Feb-13-2020, as reported by each portfolio manager. Benchmark series are the cross-reporter modal consensus of manager-reported benchmark figures. Reporting artifacts (impossible values on dormant months) are nulled, never silently dropped; dead funds remain in every month they existed. History begins Apr-2023 (the APMI disclosure floor). Sharpe uses rf 6%, arithmetic monthly convention. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-23 05:09Z · data through Jul 2026 · leaderboard