- Manager
- Sageone Investment Managers
- Service
- Discretionary
- Asset class
- Equity
SageOne LargeCap
−4.21%
1-year return
Benchmark S and P BSE 500 −2.33% · to 30 Sep 2026
Sageone Investment Managers’ SageOne LargeCap returned −4.21% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500. It managed ₹206 crore across its clients.
Key numbers
- AUM
- ₹206 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 | Difference |
|---|---|---|---|
| 1 month | −7.81% | −5.57% | −2.24% |
| 3 months | −3.64% | −3.59% | −0.05% |
| 6 months | +10.91% | +8.07% | +2.84% |
| 1 year | −4.21% | −2.33% | −1.88% |
| 2 years | −3.73% | −3.93% | +0.20% |
| 3 years | +14.67% | +9.20% | +5.47% |
| Since inception | +14.88% | +9.56% | +5.32% |
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.
Portfolio mix
- Listed equity99.30%₹205 Cr
- Cash and other0.70%₹1.43 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.44 Cr
- Outflow, Sep 2026
- ₹3 Cr
- Net, Sep 2026
- ₹4.44 Cr
- Net, FY to date
- −₹1.55 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SageOne LargeCap returned?
−4.21% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.81%; 3 months: −3.64%; 6 months: 10.91%; 1 year: −4.21%; 2 years: −3.73%; 3 years: 14.67%; Since inception: 14.88%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500, returned −2.33% over the year, so the strategy was 1.88 percentage points behind.
How much does SageOne LargeCap manage?
₹206 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages SageOne LargeCap?
Sageone Investment Managers, a SEBI-registered portfolio manager (INP000006943), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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