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SageOne India Growth Open-Ended (OE) Fund

SageOne India Growth OE Fund is an open-ended Category III AIF focused on high-growth Indian businesses, blending SageOne’s Core and Small Cap Portfolios with selective QIP and private placement opportunities for a strategic investment approach.

Product Overview

Category

 Domestic Open-Ended Category III AIF

Comparable Indices

BSE 500 TRI / Avg of NSE Mid & Smallcap 100 TRI

Minimum Contribution

₹ 1 Crores

Investment Horizon

3-5 years

Fund Manager

Samit Vartak, CFA

Taxation

LTCG/STCG at Fund Level 

Download the factsheet for more information about the product.

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SageOne India Growth Open-Ended (OE) Fund is an Open-ended Category III Alternative Investment Fund designed to capitalize on high-growth Indian businesses. The Fund offers a strategic blend of investments, combining SageOne’s Core and Small Cap Portfolios with carefully chosen opportunities in Qualified Institutional Placements (QIP) and private placements. By targeting dynamic domestic companies across multiple sectors, the fund offers investors a diversified approach to accessing promising growth opportunities in the Indian market. Its open-ended structure provides flexibility, allowing investors to enter and exit based on market conditions and investment objectives.

The SageOne India Growth Open-Ended (OE) Fund carries a moderate to high risk profile, primarily due to its focus on mid- and small-cap stocks in the Indian equity market. These segments are inherently volatile, offering significant growth potential but with higher short-term risks.

The fund's investment strategy also includes Qualified Institutional Placements (QIPs) and private placements, which introduce additional complexities such as limited liquidity, potential share dilution, and reduced market transparency.

To manage this, the SageOne India Growth Open-Ended (OE) Fund employs a diversified strategy, spreading investments across sectors and stocks to optimize risk-adjusted returns. Professional oversight ensures careful allocation and monitoring.

Investors in SageOne India Growth Open-Ended (OE) Fund should be aware of the potential for market volatility and possess a higher risk tolerance. The portfolio’s goal is to balance growth with prudent risk management, but investors must be prepared for fluctuations in performance, especially in response to market conditions.

For more details about our risk management framework, visit our investment philosophy page.

The SageOne India Growth Open-Ended (OE) Fund is ideal for investors who:

  • Seek strategic exposure to mid-cap and small-cap Indian equities
  • Have a higher risk tolerance and are seeking long-term growth with thoughtful risk management.
  • Are knowledgeable about equity market dynamics, comfortable with the volatility and potential rewards of market movements.
  • Embrace a long-term investment approach, understanding that market fluctuations are part of the journey.
  • Prefer to rely on seasoned professionals for portfolio management, leveraging deep industry expertise.
  • Are high-net-worth individuals looking for a tailored, hands-on investment strategy.
  • Are familiar with the complexities and benefits of Domestic Alternative Investment Funds (AIFs) and seek a more personalized investment experience.

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“This information (webpage) has been prepared exclusively for information and discussion purposes only and is not, and does not constitute an offer to sell or a solicitation of an offer to buy Units of SageOne – Flagship Growth OE Fund (“Fund”), which is the third scheme of the SageOne India Opportunity Trust (“Trust”), an Alternative Investment Fund.

This presentation does not contain any direct, indirect and/or deemed offer of any securities to the public as such or otherwise and does not constitute or form part of any offer or invitation to subscribe for, underwrite or purchase securities. A private offering of the units of the Fund will be made pursuant to a confidential private placement memorandum and the definitive Fund documents, which will be furnished to qualified investors on a confidential basis at their request for their consideration of such offering. The information contained herein is proprietary and for recipient’s internal use only and is qualified in its entirety by reference to the private placement memorandum and the Fund documents. The recipient is provided the information contained herein on a confidential basis which should not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it is provided. The Trust is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund (AIF) with the registration number IN/AIF3/19-20/0711.”
“The information herein is subject to change without notice. Prospective investors should do their own evaluations of the information contained herein. The information contained herein does not purport to contain all of the information that may be required to evaluate the Fund. Each prospective investor should examine the underlying Fund documents including the confidential private placement memorandum and the contribution agreement and consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained therein, before making any investment decision.

In this regard, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of you acting or placing reliance based on the said Contents.”

“Further, the Contents may contain past performance (not necessarily a reliable indicator/yardstick for future performance) as well as forward looking statements including statements regarding our intent, belief or current expectations with respect to our businesses, market conditions, and other financial parameters as may be relevant and therefore, you are cautioned not to place reliance on the same. You should note that past performances are not indicative of future performance.
The Contents in these pages are neither intended to provide professional advice nor shall constitute an offer or solicitation in any manner.”

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