Sageone Investment Managers Llp • Equity
SageOne LargeCap is an equity portfolio management service (PMS) strategy run by Sageone Investment Managers Llp, launched on 24 Aug 2023. As of 30 Sep 2026, it manages ₹206 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.21% over 1 year and +14.67% over 3 years (+14.88% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.47 percentage points ahead of its benchmark. Its 3-year return ranks 123rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SAMIT VARTAK.
Ranked nearby on 3-year return: Sowilo Target Agressive Scheme (+14.70%), Pmslong (+14.69%), Alpha Equity (+14.57%), Sameeksha India Equity Fund (+14.56%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -7.81% |
| 3 Months | -3.64% |
| 1 Year | -4.21% |
| 3 Years | +14.67% |
| Since Inception | +14.88% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSageOne LargeCap has a 1-year return of -4.21%, a 3-year return of +14.67% and +14.88% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, SageOne LargeCap returned +14.67% against +9.20% for the BSE 500 TRI, 5.47 percentage points ahead. Over 1 year it returned -4.21% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, SageOne LargeCap's 3-year return of +14.67% ranks 123rd as of 30 Sep 2026.
SageOne LargeCap is managed by SAMIT VARTAK at Sageone. The strategy manages ₹206 Cr of client assets as of 30 Sep 2026.
SageOne LargeCap manages ₹206 Cr of client assets as of 30 Sep 2026.
The minimum investment for SageOne LargeCap is ₹50 Lakhs.
SageOne LargeCap was launched on 24 Aug 2023. It has a 3-year track record.
Description
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