Sageone Investment Managers Llp • Equity
SageOne Mid & Small Cap is an equity portfolio management service (PMS) strategy run by Sageone Investment Managers Llp, launched on 22 Jan 2017. As of 30 Sep 2026, it manages ₹4,185 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.19% over 1 year, +16.62% over 3 years and +11.96% over 5 years (+16.71% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 7.42 percentage points ahead of its benchmark. Its 3-year return ranks 87th 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: Green Portfolio the Impact ESG Fund (+16.71%), Aurum Multiplier Portfolio (+16.65%), Seven Islands Multicap Fund (+16.58%), EIML Pearls (+16.53%).
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 | -4.07% |
| 3 Months | -2.70% |
| 1 Year | +8.19% |
| 3 Years | +16.62% |
| 5 Years | +11.96% |
| Since Inception | +16.71% |
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 Mid & Small Cap has a 1-year return of +8.19%, a 3-year return of +16.62%, a 5-year return of +11.96% and +16.71% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SageOne Mid & Small Cap returned +11.96% against +8.91% for the BSE 500 TRI, 3.05 percentage points ahead. Over 3 years it returned +16.62% against +9.20%; Over 1 year it returned +8.19% 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 Mid & Small Cap's 3-year return of +16.62% ranks 87th as of 30 Sep 2026.
SageOne Mid & Small Cap is managed by SAMIT VARTAK at Sageone. The strategy manages ₹4,185 Cr of client assets as of 30 Sep 2026.
SageOne Mid & Small Cap manages ₹4,185 Cr of client assets as of 30 Sep 2026.
The minimum investment for SageOne Mid & Small Cap is ₹50 Lakhs.
SageOne Mid & Small Cap was launched on 22 Jan 2017. It has a 9-year track record.
Description
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