- SEBI reg.
- INP000006943
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Sageone Investment Managers
₹5,949 Cr
Assets under management
1,122 clients · 4 strategies · 30 Sep 2026
Sageone Investment Managers managed ₹5,949 crore for 1,122 clients at 30 Sep 2026, across 4 strategies, most of it for domestic individuals and others. In September clients added ₹121 crore and withdrew ₹65.75 crore.
Key numbers
- SEBI registration
- INP000006943
- Discretionary AUM
- ₹5,630 Cr
- Non-discretionary AUM
- ₹103 Cr
- Advisory assets
- ₹216 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| SageOne Mid and Small Cap | Equity | ₹4,185 Cr | +8.19% | −2.33% |
| SageOne Small Cap | Equity | ₹1,235 Cr | +12.39% | −2.33% |
| SageOne LargeCap | Equity | ₹206 Cr | −4.21% | −2.33% |
| SageOne Liquid Approach | Debt | ₹3.47 Cr | +4.26% | +3.81% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 843 | ₹3,316 Cr |
| Domestic corporates | Discretionary | 229 | ₹2,103 Cr |
| Non-resident Indians | Discretionary | 44 | ₹210 Cr |
| Domestic individuals and others | Advisory | 1 | ₹139 Cr |
| Domestic corporates | Advisory | 3 | ₹76.57 Cr |
| Domestic corporates | Non-discretionary | 1 | ₹51.87 Cr |
| Domestic individuals and others | Non-discretionary | 1 | ₹51.22 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹121 Cr
- Outflow, Sep 2026
- ₹65.75 Cr
- Net, Sep 2026
- ₹55.02 Cr
- Inflow, FY to date
- ₹551 Cr
- Outflow, FY to date
- ₹354 Cr
- Net, FY to date
- ₹197 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Sageone Investment Managers manage?
₹5,949 crore for 1,122 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Sageone Investment Managers have?
1,122 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Sageone Investment Managers offer?
It reported 4 to SEBI for 30 Sep 2026: SageOne Mid and Small Cap, SageOne Small Cap, SageOne LargeCap, SageOne Liquid Approach.
Is Sageone Investment Managers registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006943.
Has Sageone Investment Managers had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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