Considering the pace of evolution and disruption in businesses across market caps ( including LargeCaps), we at SageOne have been evaluating a LargeCap & MidCap oriented strategy for our investors with an endeavour to generate sustainable and superior risk adjusted returns at minimal cost. Combining the outcome of our proprietary screener framework and decade plus experience of bottoms up fundamental research, we have been able to devise a ‘ LargeCap & MidCap Strategy’ which would comprise of maximum 25 superior businesses which accomplishes our endeavour of generating sustainable and superior risk adjusted returns at minimal cost.
SageOne Large Cap & MidCap Portfolio (SLMP) | |
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An actively managed, diversified portfolio of upto 25 superior businesses in India | |
Market Cap Focus | Top 200 by Mcap |
Portfolio Construction | Weighted by Conviction |
Open/Close Ended | Open-ended |
Minimum Contribution | INR 50 lakh |
We provide an option for clients to be on-boarded directly, without intermediation of persons engaged in distribution services.
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