SageOne Core Portfolio
Snapshot & Key Metrics
Investment Objective
To invest in high-quality structural growth businesses in India and seek to generate meaningful alpha of 5-7% at the gross level for investors over time.
Core Highlights
Performance & Risk Metrics
| Period | SageOne | BSE | Alpha |
|---|---|---|---|
| 3 Months | + | ||
| 6 Months | + | ||
| 1 Year | + | ||
| 3 Years | + | ||
| 5 Years | + | ||
| Since Inception | + |
Since inception (April 2012 to July 2026), SageOne Core Portfolio delivered 25.1% annualized returns compared with 15.1% for the average of NSE Midcap 100 and Smallcap 100 TRI and 13.9% for BSE 500 TRI. Returns are net of fees and costs. Past performance is not indicative of future results.
Portfolio Composition
- HDFC Bank Ltd9.2%
- ICICI Bank Ltd8.4%
- Reliance Industries Ltd7.5%
- Infosys Ltd6.8%
- Tata Consultancy Services5.4%
- Larsen & Toubro Ltd4.8%
- Axis Bank Ltd4.2%
- Specialty Chemicals0%
- Consumption0%
- Auto & Auto Ancillaries0%
- Finance0%
- Building Materials0%
- Real Estate0%
- Cash0%
Fund Manager Profile
Samit Vartak
· FounderSamit Vartak brings over two decades of capital market stewardship, specializing in forensic financial statement analysis, disciplined risk sizing, and high-conviction equity portfolios.
View Fund House Team & CredentialsPhilosophy & Process
To identify and invest in high-quality structural growth businesses in India through fundamental bottom-up research. The strategy focuses on companies with long-term growth potential, high profitability and quality management, seeking meaningful alpha over time.
Fundamental Research
Conduct bottom-up research to identify businesses with long-term structural growth potential.
Business Quality Assessment
Evaluate profitability, quality of management and business fundamentals.
Primary Research
Conduct plant visits, channel checks and multiple stakeholder interactions.
Portfolio Construction
Build a concentrated portfolio of 12-20 companies across sectors, primarily in the mid-cap and small-cap space.
Portfolio Monitoring
Monitor business performance, structural growth and portfolio-level outcomes.
The strategy may be considered by investors seeking long-term exposure to Indian equity markets, particularly businesses in the mid-cap and small-cap segments. Investors should assess their risk tolerance, investment horizon and suitability before investing.
- Investors seeking long-term equity exposure
- Investors interested in structural growth businesses
- Investors seeking a fundamental bottom-up investment approach
- Investors comfortable with mid-cap and small-cap market volatility
- Investors who meet the minimum contribution requirement of INR 2 Crores
Official Documents & Factsheets
Discuss SageOne Core Portfolio With Our Senior Advisor
Have questions about allocation suitability, historical drawdown protection, fee structures, or onboarding formalities? Get in touch for an objective consultation.