Sageone Investment Managers Llp • Equity
SageOne Small Cap is an equity portfolio management service (PMS) strategy run by Sageone Investment Managers Llp, launched on 1 Apr 2019. As of 30 Sep 2026, it manages ₹1,235 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +12.39% over 1 year, +9.75% over 3 years and +9.40% over 5 years (+21.27% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.55 percentage points ahead of its benchmark. Its 3-year return ranks 285th 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: Midcap (+9.75%), Mint (+9.75%), Equity Debt Hybrid (+9.70%), Guardian Asset Management Pvt Ltd-Multi Assets (+9.68%).
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 | -3.64% |
| 3 Months | +1.44% |
| 1 Year | +12.39% |
| 3 Years | +9.75% |
| 5 Years | +9.40% |
| Since Inception | +21.27% |
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 Small Cap has a 1-year return of +12.39%, a 3-year return of +9.75%, a 5-year return of +9.40% and +21.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SageOne Small Cap returned +9.40% against +8.91% for the BSE 500 TRI, 0.49 percentage points ahead. Over 3 years it returned +9.75% against +9.20%; Over 1 year it returned +12.39% 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 Small Cap's 3-year return of +9.75% ranks 285th as of 30 Sep 2026.
SageOne Small Cap is managed by SAMIT VARTAK at Sageone. The strategy manages ₹1,235 Cr of client assets as of 30 Sep 2026.
SageOne Small Cap manages ₹1,235 Cr of client assets as of 30 Sep 2026.
The minimum investment for SageOne Small Cap is ₹50 Lakhs.
SageOne Small Cap was launched on 1 Apr 2019. It has a 7-year track record.
Description
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