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
Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
SageOne Investment Core PortfolioCore PortfolioSamit Vartak 01 Apr 20092280-4.90%-5.10%2.60%-18.70%13.50%21.20%9.50%24.30%25.50%
SageOne Investment Small Cap Portfolio (SSP)Small Cap Portfolio (SSP)Samit Vartak01 Apr 2019910-4.40%-2.40%11.60%-9.60%28.00%38.30%--29.30%

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