- Manager
- Sageone Investment Managers
- Service
- Discretionary
- Asset class
- Debt
SageOne Liquid Approach
+4.26%
1-year return
Benchmark COMPOSITCRISI +3.81% · to 30 Sep 2026
Sageone Investment Managers’ SageOne Liquid Approach returned 4.26% over the year to 30 Sep 2026, against 3.81% for its benchmark, the COMPOSITCRISI. It managed ₹3.47 crore across its clients.
Key numbers
- AUM
- ₹3.47 Cr
- Benchmark
- COMPOSITCRISI
- Turnover, past year
- 6.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | COMPOSITCRISI | Difference |
|---|---|---|---|
| 1 month | +0.34% | −0.42% | +0.76% |
| 3 months | +1.08% | −0.40% | +1.48% |
| 6 months | +2.20% | +3.10% | −0.90% |
| 1 year | +4.26% | +3.81% | +0.45% |
| 2 years | +4.83% | +5.33% | −0.50% |
| Since inception | +4.82% | +6.34% | −1.52% |
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 equity99.94%₹3.46 Cr
- Cash and other0.06%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹5.54 Cr
- Net, Sep 2026
- −₹5.54 Cr
- Net, FY to date
- −₹3.67 Cr
- Turnover, month
- 0.84×
- Turnover, past year
- 6.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SageOne Liquid Approach returned?
4.26% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.34%; 3 months: 1.08%; 6 months: 2.20%; 1 year: 4.26%; 2 years: 4.83%; Since inception: 4.82%.
How has it done against its benchmark?
Its benchmark, the COMPOSITCRISI, returned 3.81% over the year, so the strategy was 0.45 percentage points ahead.
How much does SageOne Liquid Approach manage?
₹3.47 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 Liquid Approach?
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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