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SageOne Mid & Small Cap
Sageone Investment Managers Llp
3,887.06 CR AUM
SageOne Mid & Small Cap
Sageone Investment Managers Llp
3,887.06 CR AUM
BSE 500 TRI
Benchmark
9yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
9yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

samit vartak
Fund Manager
EQUITYStrategies
Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews. Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.
Purpose
Actively managed equity portfolio(s) of 12 to 30 best-in-class high performing businesses picked from the midcap and smallcap listed companies by market capitalisation (ie INR 3,000 cr to INR 30,000 cr). The companies are selected on the basis of superior earnings growth, capital efficiency and reasonable valuations. The appropriate benchmark to compare the performance is the average of S&P BSE 500 TRI Indices.
Investment Approach v/s Benchmark Metrics
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1M IA return
14.08%
1M benchmark return
10.38%
Alpha
3.70%
1M Wealth multiple
1.14x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
14.08%
1M benchmark return
10.38%
Alpha
3.70%
1M Wealth multiple
1.14x
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