SageOne Large Cap & Mid Cap Portfolio (SLMP)

SageOne Large & Midcap Portfolio is an actively managed equity portfolio designed to capture the best of both worlds: the stability of large-cap companies and the growth potential of mid-cap firms. Our investment team carefully selects 18-25 high-quality businesses from among the top 200 companies by market capitalization. This curated approach aims to deliver a diversified portfolio that seeks to outperform the broader market while managing risk effectively.

SageOne Large & MidCap Portfolio (SLMP) has a moderate risk profile, reflecting its focus on large and mid-cap Indian equities. By blending large-cap stability with mid-cap growth potential, the portfolio inherently carries increased volatility, particularly during market fluctuations. 

The investment strategy mitigates risk through comprehensive sector and company diversification, targeting risk-adjusted returns while acknowledging the inherent price sensitivity of mid-cap stocks. 

Investors should be comfortable with the potential for moderate-to-high volatility and have an investment horizon suitable for long-term growth.

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

The SageOne Large & Midcap Portfolio is ideal for investors who:

• Seek strategic exposure to Large & Mid-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.