APMI

SageOne Small Cap

Investment Approach Details

₹1025.49

(AUM CR)

PMS Provider Name

Sageone Investment Managers Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/04/2019

Age

5.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Actively managed equity portfolio of 12 to 20 hidden gems from among the small and micro cap listed companies by market capitalization( ie INR 500 cr to INR 5,000 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 S & P BSE 500 TRI Index.

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

0.09

1 Year Turnover

0.78