- Manager
- Sageone Investment Managers
- Service
- Discretionary
- Asset class
- Equity
SageOne Mid and Small Cap
+8.19%
1-year return
Benchmark S and P BSE 500 −2.33% · to 30 Sep 2026
Sageone Investment Managers’ SageOne Mid and Small Cap returned 8.19% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500. It managed ₹4,185 crore across its clients.
Key numbers
- AUM
- ₹4,185 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.59×
- 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 | −4.07% | −5.57% | +1.50% |
| 3 months | −2.70% | −3.59% | +0.89% |
| 6 months | +19.94% | +8.07% | +11.87% |
| 1 year | +8.19% | −2.33% | +10.52% |
| 2 years | −0.22% | −3.93% | +3.71% |
| 3 years | +16.62% | +9.20% | +7.42% |
| 4 years | +19.45% | +11.22% | +8.23% |
| 5 years | +11.96% | +8.91% | +3.05% |
| Since inception | +16.71% | +13.53% | +3.18% |
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 equity97.37%₹4,075 Cr
- Cash and other2.63%₹110 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹108 Cr
- Outflow, Sep 2026
- ₹43.35 Cr
- Net, Sep 2026
- ₹64.87 Cr
- Net, FY to date
- ₹142 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 0.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SageOne Mid and Small Cap returned?
8.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.07%; 3 months: −2.70%; 6 months: 19.94%; 1 year: 8.19%; 2 years: −0.22%; 3 years: 16.62%; 4 years: 19.45%; 5 years: 11.96%; Since inception: 16.71%.
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 10.52 percentage points ahead.
How much does SageOne Mid and Small Cap manage?
₹4,185 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 Mid and Small Cap?
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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