PMS
Small Cap · Portfolio Management Services
SageOne Small And Micro Cap Portfolio is a PMS (Portfolio Management Services) strategy, in the small cap category. It is managed by Mr. Samit Vartak. It has returned +13.49% over 1 year, +12.21% over 3 years, +11.24% over 5 years, as reported by the fund manager. It manages about ₹1,290.53 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.
SageOne Small And Micro Cap Portfolio has returned +0.91% (1 month), +8.86% (3 months), +22.17% (6 months), +13.49% (1 year), +3.24% (2 years), +12.21% (3 years), +11.24% (5 years), +22.14% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
The fund manager is Mr. Samit Vartak.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
