SageOne Investment Managers

The core objective of the SageOne Large & Mid Cap Portfolio (SLMP) is to invest in high-quality large and larger mid-cap companies with the intent to double the portfolio in 4.5–5 years, targeting a 4–5% alpha over the Nifty 50 Total Return Index (TRI) post fees. The strategy focuses on 18–25 carefully selected companies that exhibit consistent growth, robust return ratios, and scalable business models. SLMP combines compounders and tactical ideas across key sectors like BFSI, IT, pharma, and consumption, ensuring long-term alpha generation across market cycles.