SageOne Small Cap Portfolio (SSP)

SageOne SmallCap Portfolio is designed for investors seeking exposure to high- growth small-cap opportunities, this portfolio targets 15-20 "hidden gem" businesses ranked between 400th and 1000th in market capitalization. The strategy involves rigorous research to identify undervalued companies with significant growth potential, innovative business models, and strong management teams that are poised for future expansion.

The SageOne Smallcap Portfolio (SSP) is classified as having a high-risk profile, primarily due to its focus on small-cap stocks within the Indian equity markets. These stocks are inherently more volatile, leading to potential fluctuations in portfolio value, particularly in uncertain market conditions. While small-cap stocks offer the potential for significant long-term growth, they also come with higher risk and volatility. To manage this, the SSP employs a diversified strategy, spreading investments across various sectors and stocks, optimizing for risk-adjusted returns. Investors should be prepared for these fluctuations and possess a higher risk tolerance. The portfolio aims to balance growth potential with prudent risk management, ensuring a well-rounded approach to volatility.

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

The SageOne Smallcap Portfolio is ideal for investors who:

• Seek strategic exposure to 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.