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SageOne Small/Micro Cap Portfolio

AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About the company

sageone investment has been founded in the year 2012 and their cofounder is Mr. Samit Vartak, they offer investment management services through PMS and AIF. In today’s world, long, perilous groundwork is a very inefficient investment area, and it will continue to be so for the foreseeable future. From absolute growth to relative positioning, from immediate triggers to long-term moats, from top management to mid and ground-level employees, and from end-users to distribution channels and supply drivers, we aim to dive multi-level deeper in every facet of investment decision. When it comes to assessing the company’s long-term potential, this gives us an advantage over the competitors.

Fund Snapshot

Year of Inception 2019
Number of Stocks 15
Investment Horizon Long Term
Fund Managers CFA Samit Vartak

About Fund Managers

Samit Vartak Founder & CIO, SageOne Investment Managers - AIf pms Expert

Samit Vartak
Founder and Chief Investment Officer of The SageOne Investment Managers LLP

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.

Unique Feature

Investing in small and mid cap stocks with attractive valuations

Investment Philosophy

  • SageOne Small/Micro cap portfolio looks for small and micro cap  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.
  • As the name suggests, SageOne Small/Micro Cap Portfolio invests in small and micro cap companies. 
  • 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 Portfolio

AMC Name: SageOne Investment Managers Inc Date: April, 2012
mid cap
(PMS)
2310 Strategy 3.30 1.20 -0.10 -6.80 33.80 30.90 15.80 28.00 27.50
Average of NSE Mid-cal 100 TRI and NSE Small-cap 100 TRI 5.70 8.50 5.30 3.50 35.70 24.80 9.10 14.60 13.10

SageOne Small & Micro cap Portfolio

AMC Name: SageOne Investment Managers Inc Date: April, 2019
small cap
(PMS)
600 Strategy 4.50 6.90 5.90 6.20 45.90 45.00 NA NA 34.40
NSE Small-cap 100 TRI 5.10 5.10 -1.60 -5.20 32.50 22.20 NA NA 12.60

SageOne Flagship Growth 2 Fund

AMC Name: SageOne Investment Managers Inc Date: Aug-21
long only
(AIF)
NA Strategy 3.90 5.80 6.80 2.10 NA NA NA NA 3.20
NIFTY 50 TRI 5.70 8.50 5.30 3.50 NA NA NA NA 3.70

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.