SageOne Investment Advisors LLP

SageOne Investment Advisors LLP

AUM (Cr.)

4905.43

No. of Clients

932

No. of Investment Approach

2

As On

31 October 2024

In 2012, SageOne Investment Advisors was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. We offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage’ meaning Wise and Virtuous is the core principle of our organisation. We focus on leading businesses that have potential to grow earnings above 20%+ CAGR which is available at cheap or fair valuation. We look for businesses with long-term competitive advantage, in a stable industry, that has a huge and growing market for its products/services. If a business is inferior, then the price of the stock does not matter and it would not interest us. Our ability to understand businesses, thorough ground work and a talented team to do it is what has enabled us to deliver the best returns.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Large and Midcap Portfolio
LARGE & MID CAP 51.77% 30.65% NA NA 25.00%

* Returns are as on  31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
SageOne – Flagship Growth 2 Fund 
CAT III - LONG ONLY 51.64% 36.65% NA NA Aug 2021

* All performance above are as on 31st October 2024,  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Samit Vartak

Mr. Samit Vartak

Fund Manager

Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews.

Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

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AMC Registered Address

Bunglow 56, Cloud 9,Nibm Road, Kondhwa,Pune,Maharashtra,India-411048
SEBI Reg No : INP000006943

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.