SageOne Large and Midcap Portfolio

EQUITY LARGE & MID CAP

Bottoms-up investment approach of identifying high growth and sustainable businesses - 2 baskets = Compounder (70% of portfolio targeting 2x Earnings growth in ~4.5 years) and Tactical (30% of portfolio targeting Companies/Industries undergoing a transition where earnings growth + re-rating possible within 18-24 months)

+0.78%

1Y annualised returns

-0.08%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Apr '22

Total AUM

₹198.21Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.0%

Cash5.0%

Equity market cap split

Large Cap61.0%

Mid Cap37.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

SK
Satish Kothari
Fund Manager, CFA Charterholder
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About

18 years of rich experience & expertise in financial markets across sell side and buy side research - Deep understanding of BFSI, Consumer sectors and built a strong network of channel checks Managed money for a large family office during his proprietary stint CFA Charterholder, MBA (Symbiosis) and a commerce graduate from St Xaviers College, Kolkata

Experience

18 years of experience in financial markets.

Investment philosophy

Specializes in the BFSI and Consumer sectors with experience in sell-side and buy-side research.

Awards

Holds a CFA charter and an MBA from Symbiosis. Commerce graduate from St. Xavier's College, Kolkata.

KK
Kshitij Kaji
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About

9 years experience in equity research on the sell-side and buy-side. Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charterholder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University

Experience

9 years of experience in sell-side and buy-side equity research.

Investment philosophy

Specializes in identifying mega trends and high-growth mid-cap stocks using qualitative analysis and behavioral finance.

Awards