APMI

SageOne Mid & Small Cap

Investment Approach Details

₹2706.97

(AUM CR)

PMS Provider Name

Sageone Investment Managers Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/01/2017

Age

7.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Actively managed equity portfolio(s) of 12 to 30 best-in-class high performing businesses picked from the midcap and smallcap listed companies by market capitalisation (ie INR 3,000 cr to INR 30,000 cr). The companies are selected on the basis of superior earnings growth, capital efficiency and reasonable valuations. The appropriate benchmark to compare the performance is the average of S&P BSE 500 TRI Indices.

Fund Manager Details


SAMIT VARTAK
Work Exp. NA
Email ID sv@sageoneinvestments.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.06

1 Year Turnover

0.65