SageOne Core Portfolio (SCP)

SageOne Core Portfolio is a strategic long-only equity investment approach targeting 15-20 high-performing businesses in the mid and small-cap segment. This portfolio focuses on companies ranked between 101st and 600th in market capitalization, emphasizing quality, growth potential, and robust business fundamentals. The strategy aims to capture value from emerging market leaders with strong competitive advantages and scalable business models.

The risk profile of the SageOne Core Portfolio (SCP) is generally moderate to high, primarily due to its focus on mid- and small-cap stocks within the Indian equity markets. These segments are inherently more volatile, leading to potential fluctuations in the portfolio's value, particularly during periods of market uncertainty. While these stocks offer significant long-term growth potential, they also come with higher short-term risk.

To manage this, the SCP employs a diversified strategy, spreading investments across sectors and stocks to optimize risk-adjusted returns. Professional oversight ensures careful allocation and monitoring.

Investors in the SCP 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 Core Portfolio 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 Portfolio Management Services (PMS) and seek a more personalized investment experience.