- Category
- III
- Strategy
- Long-only
- Fund house
- SageOne Investment Managers
SageOne Flagship Growth OE fund
+17.30%
1-year return, after expenses, before tax
Benchmark BSE 500 TRI · data as of 30 Sep 2026
SageOne Flagship Growth OE fund, a Category III long-only AIF from SageOne Investment Managers, returned 17.30% (after expenses, before tax) in the year to 30 Sep 2026. It began on 6 Sep 2024 and manages ₹2,045 crore.
Key numbers
- AUM
- ₹2,045 Cr
- Benchmark
- BSE 500 TRI
- Launched
- 6 Sep 2024
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | −1.80% | −5.60% |
| 3 months | −0.30% | −3.60% |
| 6 months | +22.60% | +8.10% |
| 1 year | +17.30% | −2.30% |
| 2 years | +6.00% | −3.90% |
| Since inception | +6.40% | −2.30% |
After expenses, before tax, as SageOne Investment Managers reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- —
- Benchmark
- BSE 500 TRI
- Fund manager
- Samit Vartak
Market-cap mix
- Large cap4.70%
- Mid cap8.60%
- Small cap81.70%
- Cash4.90%
Investment approach
To invest in High Quality Structural Growth Businesses in India and seek to generate meaningful alpha (5-7% at grosslevel) for investors over time.
SageOne India Growth OE Fund is an open-ended Category III AIF focused on high-growth Indian businesses, blending SageOne’s Core and Small Cap Portfolios with selective QIP and private placement opportunities for a strategic investment approach.
About the fund manager
Mr. Samit Vartak , CFA — Founder and CIO, Fund Manager
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.
As the fund house describes it.
FAQs
What has SageOne Flagship Growth OE fund returned?
17.30% (1-year return) to 30 Sep 2026, after expenses, before tax, as SageOne Investment Managers reports it. 1 month: −1.80%; 3 months: −0.30%; 6 months: 22.60%; 1 year: 17.30%; 2 years: 6.00%; Since inception: 6.40%.
What kind of AIF is SageOne Flagship Growth OE fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does SageOne Flagship Growth OE fund manage?
₹2,045 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). SageOne Flagship Growth OE fund’s stated minimum is ₹1 crore.
Who manages SageOne Flagship Growth OE fund?
SageOne Investment Managers runs it; the fund manager is Samit Vartak.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: SageOne Flagship Growth OE fund’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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