Consistent with our investment philosophy, our investment strategy has been to identify sustainably high performing businesses and conduct continuous evaluation and monitoring.
We provide investment opportunity into such businesses through:

  1. Portfolio Management Services (PMS)
  2. Category III Alternative Investment Fund (AIF)
Structure PMS
Approach Mid & Small Cap Small Cap
Name SageOne Core Portfolio (SCP) SageOne Small cap Portfolio (SSP)
Description Our flagship portfolio of 12-20 best-in-class high performing businesses Portfolio of 12-20 hidden gems from among the small cap businesses
Market Cap Focus** 101st – 600th stocks by Mcap 400th – 1200th stocks by Mcap
Minimum Contribution INR 2 Cr INR 2 Cr
*SSP stands closed for fresh fund raise from new clients at present **Mcap Focus is for entry point in the portfolio. There could be minor deviations from the focus range depending on opportunities meeting our investment criteria
Structure Cat III AIF (Close-ended)
Approach Blend of Mid and Small cap
Name SageOne Flagship Growth II Fund
Fund Raise Closed
Minimum Contribution INR 1 Cr

Our CAT III AIF scheme – SageOne Flagship Growth II Fund, is closed for fund raise post Dec, 2022.

We provide an option for clients to be on-boarded directly, without intermediation of persons engaged in distribution services.

Please Click Here for our Disclosure Document

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