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SAGEONE INVESTMENT MANAGERS LLP

SAGEONE INVESTMENT MANAGERS LLP

AUM in Cr : 2,705 Cr
No of Clients : 674

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 Oct 2022
|
AUM : 15 Cr
SAGEONE LARGECAP
NIFTY50TRI
Fund Returns
1M
-0.1%
1Y
0%
Benchmark Returns
1M
5.48%
1Y
0 0%
PMS
|
31 Oct 2022
|
AUM : 1,463 Cr
SAGEONE MID AND SMALL CAP
NIFTYMID100TR-50%, NIFTYSMA100TR-50%
Fund Returns
1M
0.67%
1Y
-9.03%
Benchmark Returns
1M
2.56%
1Y
-2.34
PMS
|
31 Oct 2022
|
AUM : 742 Cr
SAGEONE SMALL CAP
NIFTYSMA100TR
Fund Returns
1M
-0.18%
1Y
0.06%
Benchmark Returns
1M
2.62%
1Y
-9.02 0%

Contacts

contact icon Contact Person
Ms. Neha Agarwal
9967561106
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706, Tower 2, World Trade Center, EON free Zone, Kharadi, Pune, Maharashtra - 411014
globe icon Web and Email
http://www.sageoneinvestments.com/
na@sageoneinvestments.com
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