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SageOne
SageOne · Portfolio Management Services
Large and Midcap is a PMS (Portfolio Management Services) strategy from SageOne. It has returned -4.20% over 1 year, +14.70% over 3 years, as reported by the fund manager. It manages about ₹206 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Large and Midcap has returned -7.80% (1 month), -3.60% (3 months), +10.90% (6 months), -4.20% (1 year), +14.70% (3 years), +14.90% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Large and Midcap is offered by SageOne, a SEBI-registered portfolio manager.
