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SAGEONE INVESTMENT MANAGERS LLP

SAGEONE INVESTMENT MANAGERS LLP

AUM in Cr : 3,038 Cr
No of Clients : 767

In 2012, SageOne Investment Advisors was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. We offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage’ meaning Wise and Virtuous is the core principle of our organisation. We focus on leading businesses that have potential to grow earnings above 20%+ CAGR which is available at cheap or fair valuation. We look for businesses with long-term competitive advantage, in a stable industry, that has a huge and growing market for its products/services. If a business is inferior, then the price of the stock does not matter and it would not interest us. Our ability to understand businesses, thorough ground work and a talented team to do it is what has enabled us to deliver the best returns.

Schemes (3)

PMS
|
31 May 2023
|
AUM : 9 Cr
SAGEONE LARGECAP
BSE500TR
Fund Returns
1M
6.24%
1Y
7.11%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 1,700 Cr
SAGEONE MID AND SMALL CAP
BSE500TR
Fund Returns
1M
2.98%
1Y
-0.9%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 835 Cr
SAGEONE SMALL CAP
BSE500TR
Fund Returns
1M
0.9%
1Y
4.82%
Benchmark Returns
1M
3.78%
1Y
12.85

Contacts

contact icon Contact Person
Ms. Neha Agarwal
9967561106
map icon Corporate Address
Bunglow 56, Cloud 9,,NIBM Road, Kondhwa,,PUNE,Pune,MAHARASHTRA,INDIA,411048
globe icon Web and Email
www.sageoneinvestments.com
na@sageoneinvestments.com

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