Sageone PMS strategies
Sageone runs 5 portfolio management strategies listed with APMI, managing ₹5,684 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| SageOne Mid & Small Cap | Equity | SAMIT VARTAK | ₹4,185 Cr | +16.62% | +7.42 pts | — | ₹50 Lakhs | Sep 2026 |
| SageOne Small Cap | Equity | SAMIT VARTAK | ₹1,235 Cr | +9.75% | +0.55 pts | — | ₹50 Lakhs | Sep 2026 |
| SageOne LargeCap | Equity | SAMIT VARTAK | ₹206 Cr | +14.67% | +5.47 pts | — | ₹50 Lakhs | Sep 2026 |
| SageOne Flexi Cap | Equity | — | ₹47.98 Cr | — | — | — | ₹50 Lakhs | — |
| SageOne Liquid Approach | Debt | — | ₹9.16 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS