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SageOne
SageOne · Portfolio Management Services
Smallcap Portfolio is a PMS (Portfolio Management Services) strategy from SageOne. It has returned +12.40% over 1 year, +9.80% over 3 years, +9.40% over 5 years, as reported by the fund manager. It manages about ₹1,235 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.
Smallcap Portfolio has returned -3.60% (1 month), +1.40% (3 months), +28.00% (6 months), +12.40% (1 year), +9.80% (3 years), +9.40% (5 years), +21.30% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Smallcap Portfolio is offered by SageOne, a SEBI-registered portfolio manager.
