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SageOne LargeCap
Sageone Investment Managers Llp
187.33 CR AUM
SageOne LargeCap
Sageone Investment Managers Llp
187.33 CR AUM
BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

samit vartak
Fund Manager
EQUITYStrategies
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.
Purpose
Actively managed equity portfolio of up to 25 superior businesses in India picked from the top 200 listed companies by market capitalization. The companies are selected on the basis of superior capital efficiency, growth and cash flow generation. The appropriate benchmark to compare the performance is the S&P BSE 500 TRI Index
Investment Approach v/s Benchmark Metrics
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1M IA return
-12.00%
1M benchmark return
-11.37%
Alpha
-0.63%
1M Wealth multiple
0.88x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-12.00%
1M benchmark return
-11.37%
Alpha
-0.63%
1M Wealth multiple
0.88x
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Stock - Holdings
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Sector Allocation
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