- Manager
- Sageone Investment Managers
- Service
- Discretionary
- Asset class
- Equity
SageOne Small Cap
+12.39%
1-year return
Benchmark S and P BSE 500 −2.33% · to 30 Sep 2026
Sageone Investment Managers’ SageOne Small Cap returned 12.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500. It managed ₹1,235 crore across its clients.
Key numbers
- AUM
- ₹1,235 Cr
- Benchmark
- S and P BSE 500
- Turnover, past year
- 0.31×
- 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 | −3.64% | −5.57% | +1.93% |
| 3 months | +1.44% | −3.59% | +5.03% |
| 6 months | +28.02% | +8.07% | +19.95% |
| 1 year | +12.39% | −2.33% | +14.72% |
| 2 years | +0.12% | −3.93% | +4.05% |
| 3 years | +9.75% | +9.20% | +0.55% |
| 4 years | +12.14% | +11.22% | +0.92% |
| 5 years | +9.40% | +8.91% | +0.49% |
| Since inception | +21.27% | +12.84% | +8.43% |
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 equity98.59%₹1,218 Cr
- Cash and other1.41%₹17.45 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5.10 Cr
- Outflow, Sep 2026
- ₹13.85 Cr
- Net, Sep 2026
- −₹8.75 Cr
- Net, FY to date
- ₹60.38 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SageOne Small Cap returned?
12.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.64%; 3 months: 1.44%; 6 months: 28.02%; 1 year: 12.39%; 2 years: 0.12%; 3 years: 9.75%; 4 years: 12.14%; 5 years: 9.40%; Since inception: 21.27%.
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 14.72 percentage points ahead.
How much does SageOne Small Cap manage?
₹1,235 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 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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