|Year of Inception||2009|
|Number of Stocks||15|
|Investment Horizon||Medium Term|
|Fund Managers||CFA Samit Vartak|
About Fund Managers
Samit Vartak ( Founder and chief investment )
Samit Vartak is the founder and chief investment officer of The SageOne Investment Managers LLP. He completed his Master’s of Business Administration (MBA) from Olin Business School of Washington University in St. Louis. Samit Vartak has work experience of more than two decades. After his MBA; he joined PricewaterhouseCoopers as Management Consultant. He has been a manager both at Gap Inc. and Deloitte Financial Advisory Services.
The new CIO of SageOne Investment Managers was the associate director at Ernst & Young Pvt. Ltd. He was the Vice president at Axis Holdings Pvt Ltd before founding his own company. SageOne Investment Managers LLP invests in high-quality companies and maintains a below-average risk level, which compounds for an above-average rate.
High-yielding stocks with a low price-to-earnings ratio.
- SageOne Core Portfolio looks for niche business leaders with earnings that are projected to rise at a rate of > 20% (CAGR) over the investment period of 3-5 years, driven by industry growth and market share gains from competition. The fund aims to perform significantly better than their competition during stressful times.
- Over the course of an economic cycle, they choose funds that can outperform the benchmark indices by at least 5% (annualised).
|Product - AMC||Category||AUM (in Cr.)||Performance||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
SageOne Core PortfolioAMC Name: SageOne Investment Managers Inc Date: April, 2012
|Average of NSE Mid-cal 100 TRI and NSE Small-cap 100 TRI||-2.90||-1.40||10.90||9.60||6.70||22.00||15.40||14.70||13.90|
SageOne Small & Micro cap PortfolioAMC Name: SageOne Investment Managers Inc Date: April, 2019
|NSE Small-cap 100 TRI||-2.90||-1.40||10.90||9.60||6.70||22.00||NA||NA||14.30|
SageOne – Flagship Growth 2 Fund *AMC Name: SageOne Investment Managers Inc Date: Aug-21
|NSE MID CAP||-0.6||7.7||17.3||11.3||9.1||NA||NA||NA||10.8|
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.