SageOne Investment Advisors - Fund Manager
9 years experience in equity research on the sell-side and buy-side. Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charterholder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
SageOne Large and Midcap Portfolio | Equity: Large & Mid Cap | 198.21 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Trent Ltd | |
| Tube Investments of India Ltd | |
| Bharti Airtel Ltd | |
| Eternal Ltd | |
| Tata Communications Ltd |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| SageOne Large and Midcap Portfolio | 4.2% | 5.3% | 11.3% | 8.9% | 23.1% | N/A | 20.4% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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