PMS AUM (in Rs. Cr)
4490

No. of PMS Products
3

No. of AIF Products
1

Data as of
31 Mar 2024

SageOne Investment Managers is one of the respectable investment management firm in India. Sage stands for Sustainable, Accountable, Growth and Efficient businesses. Sage one portfolio management approach is to invest in high growth businesses owned by clean and competent management, companies that have build sustainable competitive advantage. Sage one was incepted by Mr. Samit Vartak with the sole objective to build serious wealth for their clients (UHNIs, family offices etc.) Sage One investments follow a primary focus of superior businesses and is not too much focused on its price.

Sage One Investments offer 4 different products : Sage One Core PMS(SCP), Sage One Small & Micro Cap PMS (SSP), Sage One Large Cap PMS (SLP) and Sage One Growth AIF (Series 1 & 2) are closed ended CAT 2 Alternative investment funds which are a combination of Sage One Core and Sage One Small & Micro Cap portfolios.

Sage One Core PMS & Sage One Small Cap PMS products come with a minimum ticket sizes of 2 crores each and follow active style of differentiated allocations across 14 to 18 stock portfolios each with not more than 10% commonalities. Sage One Large Cap PMS come with a 50 lacs minimum ticket and is actually a Large and Mid portfolio focused on India top 250 companies as its target universe. Sage One Large Cap PMS is not an actively managed portfolio, but follows an equal weighted allocations. Sage One had another PMS, called Sage One Diversified Portfolio which it has merged with existing ones in 2021.

Sage One Growth AIF Series 1 was launched in Sep 2019, and Series 2 in Sep 2021. Sage One Growth AIF series 2 is open for subscription in year 2022 and comes with min ticket size of 1 cr. Sage One AIF Series 2 is portfolio construct of ~2/3rd from Sage One Core Portfolio and ~1/3 from Sage One Small & Micro Cap portfolios with number of stocks ~25 to 30.

PMS Product Performance

Company Name /
Product Name		 Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
SageOne Investment Small Cap Portfolio (SSP) Small Cap01 Apr 2019100036.60%11.00%21.20%--27.60%
SageOne Investment Core Portfolio Mid & Small Cap01 Apr 2009349066.30%18.20%22.80%24.30%24.00%27.60%

Key People

Samit

Samit Vartak
Founding Partner and CIO, SageOne Investment Managers

Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP

Samit has worked closely with various companies in the US and India, advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews. Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Awards & Achievements

• In 2023, Sage One Small Cap Portfolio (SSP) was awarded Rank #1 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2022, Sage One Core Portfolio (SCP) was awarded Rank #1 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2022, Sage One Small & Micro Cap Portfolio was awarded the Winner in the Best PMS in the Mid & Small Cap Category, on a 2Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Sage One Core Portfolio (SCP) was awarded Rank #3 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Sage One Small Cap Portfolio (SSP) was awarded the winner in the Best Newcomer PMS Category, on 1Y of Absolute Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
SageOne Investment Small Cap Portfolio (SSP) 01 Apr 2019100036.60%11.00%21.20%--27.60%
SageOne Investment Core Portfolio 01 Apr 2009349066.30%18.20%22.80%24.30%24.00%27.60%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

SageOne Small And Micro Cap Portfolio
SageOne Capital Core Portfolio PMS
SageOne Flagship Growth 2 Fund Category III AIF – Scheme II
SageOne Diversified Portfolio

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